Viewing the notes added to a quote

Notes in a quote can be used as an information repository to track a quote through its life cycle, and can be used for future references. If notes have already been added to a quote, you can view those notes.

About this task

You can view the notes added to a quote when performing any of the following tasks:

• Viewing the quote summary
• Modifying the quote details
• Viewing the approval summary
• Presenting a quote to a customer
• Viewing alternative quotes
• Generating a Proposal
• Reworking a quote
• Converting a quote to an order
• Abandoning a quote

This topic describes how to view the notes added to a quote when viewing the quote summary or modifying the details of a quote.

To view the notes added to a quote:

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Details screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
5. In the Quote Details screen, click the Notes hyperlink.
6. The Notes dialog box displays the notes that have been added so far. To filter the notes that you want to view, perform the following steps:
   • Select the note type from the Filter by Note Type* drop-down list to display only the notes of a particular note type. For example, select All from the drop-down list to view all the notes.
   • Select the Show System Generated Notes check box to display the notes that are automatically generated by the system.
7. Click Close to close the Notes dialog box.