Quote Actions SmartLinks

This page is accessed via Brokerage and Forwarding > Quote > Actions.

Option	Sub-option	Action
Brokerage and Forwarding	Change Quote	Change Quote to Declined Change Quote to Issued Change Quote to Ordered Convert Quote to Order Manually Apply NFRC Rule
	Utilities	Copy Quote Mark for Purge Send Interface Transmission
	View	Audit Trail
Business Process Automation	Documents	Attach Documents Generate Document Limited Documents Upload Document
	Milestone Monitors	Assign Assigned Milestone Monitor Event History
	Reports	Custom Reports Various Public Reports

SmartLinks

Right-click on any ID to launch the following SmartLinks.

SmartLink	Displays
Booked/Shipped/Received	Booked/Shipped/Received page that typically appears when running the Booked/Shipped/Received action against an order in Visibility.
Documents	Documents results page showing Document IDs that are linked to this order
Full Audit	Audit Trails results page displaying all changes that were made to the order.
View Related Order Releases	Displays orders that have been derived from this quote.

Related Topics

Quote Identification