Quote Requests
Displays a list of Quote Work Orders that require a Quote Request from the user
The Quote Request list shows all the Quote Work Orders that are awaiting a quote request to be completed by the User before they can be progressed. To view this list, navigate to Menu > Work Orders > Lists > Standard > Quote Requests.
Each Work Order shows a "Due" date on which it determines if the Work Order is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the Work Order is due (in green text). Each Work Order shows a "Due" date which determines if the Work Order is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the Work Order is due (in green text). The User can change the number of Work Orders shown on a single page at one time to suit their preference as well as being able to “Filter” or “Export” the list to Excel. If the initial list is too large, the User will be required to “Filter” the list down before it is displayed. Clicking a <Work Order> will display the Work Order Detail page for the selected Work Order.
Note: These views are customisable and can be changed by the “Layout” function. See List Layouts for more information on customising the layouts of lists.
Pre-requisite: Quote Requests Work Order list
Permissions Required: Can View Quote Requests