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Quick Search for a Quote

Question & Answer


Question

Quick Search for a Quote

Answer

Quick Search for a Quote

About this task

Quick search is a simple search that canbe used to quickly browse for quotes in the system. You cannot useadditional search criteria or sort search results.

Touse the quick search:

Procedure

  1. Click the Quotes tab in the menubar.
  2. The Quotes home page is displayed. In the Search textbox enter either the complete name of the quote if known or oneor more characters of the name as the search criteria.
    Note: The search is not case sensitive.
  3. Click the Search icon.

    The Quick Search Results screen is displayed with thefollowing information:

    • Name of the Quote
    • Customer Name: Customer details of the quote
    • Owner: User ID of the person who createdthe quote
    • Status: Status of the quote. For examplecreated accepted rejected or approved. Quotes pending approval areindicated by an icon.
    • Expiration Date: Expiry date of the quote.
  4. To view the details of a quote click the QuoteName hyperlink.
    Note: Ifonly one quote matches the search criteria the details of the correspondingquote are automatically displayed
Parent topic: Searching for a Quote
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[{"Business Unit":{"code":"BU055","label":"Cognitive Applications"},"Product":{"code":"SS73G6","label":"Sterling Total Payments for Financial Services"},"Component":"","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All Versions","Edition":"","Line of Business":{"code":"","label":""}}]

Document Information

Modified date:
08 December 2018

UID

ibm10760337

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