Invoicing & Quotes-Reports-Files

Availability of this report is based on your data collection requirements. Contact The Raymond Corporation through the iWAREHOUSE GATEWAY Contact Us link to request access to this report.

Use this report to view NTE (Not To Exceed) repair quotes, and invoices that have been paid. Invoices and quotes with an Approved or Denied status can be viewed, but not changed. Quotes with a Pending Approval status can be changed.

To access this report, click [Maintenance] Maintenance > [Invoicing & Quotes] Invoicing & Quotes > Reports > Files. Choose whether to display only quotes, only invoices, or both (All). click [Update Report] Update Report to display the new data.

Quote and invoice files display as an active link (blue text) in the File Name column of the Files page. Follow these steps to view a quote or invoice:

1.Click [Maintenance] Maintenance > [Invoicing & Quotes] Invoicing & Quotes > [Reports] Reports > [Files] Files.

2.From the "Type" drop-down list, choose to display quotes, invoices, or both (All). click [Update Report] Update Report to update the page.

3.In the File Name column, click the link for the quote or invoice you want to view. The file opens in a new tab.

Pending Approval quotes display as an active link (blue text) in the Status column of the File page. Follow these steps to change the status:

1.Click [Maintenance] Maintenance > [Invoicing & Quotes] Invoicing & Quotes > [Reports] Reports > [Files] Files.

2.From the "Type" drop-down list, select to display quotes, invoices, or both (All). click [Update Report] Update Report to update the page.

3.Click a [Pending Approval] Pending Approval link in the Status column. The Review Quote window opens.

4.(Required) In the Review Quote window, enter the customer PO number.

5.In the "Action" drop-down, choose whether to approve or deny the quote.

6.(Required) Enter comments regarding the quote review.

7.Click [Ok] OK to save the changes.