Save as existing quotes

This activity creates a new quote from an existing quote.

  1. Open a quote in CCQUOTE.
  2. Click Save As. This props up the Save As dialog for the quote.
  3. Enter a new Quote Code.
  4. Select a value for New Currency.
  5. Select an option to Adjust Prices:
    • Keep Existing Prices
    • Convert to New Currency
      • The Adjustment Rate shows the recorded rates.
    • Zero All Prices
  6. Click OK to create the new quote