Delete a Client Quote

Use this activity to delete a client quote.

This activity only proceeds where the client quote is not linked to a job invoice.

Note: This activity does not delete the underlying shareable quote.

Activity Steps

1. Access the CCCLNT—Client application from the main menu or quick launch to display the CCCLNT—Search Client screen.
2. Enter the relevant search criteria and click Search.

   Clients that match the criteria display in the grid.

3. Open the required client to display the CCCLNT—Client Detail screen.
4. Select the Invoicing tab.
5. Select the Quotes sub-tab.

   Client quotes display in the grid.

6. Click X at the beginning of the row to be deleted.
7. Click Submit.

   The client quote is deleted.