How can I find a customer's quote number using their account number and the part description of the item quoted?
There are 2 ways to find a quote using customer's account number and part description. 1) You can go into OE screen (Order Entry) enter the customer account number, press enter, enter the part description, press enter, if the quote has been approved and completed by Pricing Department the quote number will appear at the middle of the screen. 2) You can also check using COLU screen (Customer Order Lookup).Go to Colu screen, enter the customer's account number. Tab to to OPEN / HISTORY/ ALL => field, type A for ALL. Hit ENTER. To display the list of orders and quotes for that account. Scroll through the list using your F7 & F8 keys. Scan through the Customer PO Nbr field for the part description/number that was quoted.