Performing Searches in Quote List

1

In the Field/attribute and Qualifier drop down lists, select a field and a qualifier, respectively. Then, enter criteria into the Criteria field and click the Search button.

For example, the following filter limits the search to opportunities whose MM Number is greater than or equal to 903000:

2

To narrow the search, and more criteria. For example the following search filter limits the search to opportunities whose MM Number is greater than or equal to 903000, and the Customer Country is either Canada or China.

Some fields, including Customer Country, can be populated via a drop down check box list accessed via clicking the Show Available Values icon located to the left of the eraser:

Selecting the options via the drop down check box list ensures proper spelling and can greatly reduce the time needed to enter the information manually. Check the box(es) pertaining to the appropriate item(s), then check the close box in the upper right corner of the drop down check box list.

3

To sort the lines of the Quote List, click the column header. A small orange arrow identifies the column used for the sort, as well as the sort direction.

For example, the following indicates that the Quote List has been sorted by the Opportunity ID column, in descending order:

Likewise, the following indicates that the Quote List has been sorted by the Opportunity ID column, in ascending order.  In the Opportunity ID column, one line item contains an asterisk and is displayed in red type. This indicates that other line items in the opportunity do not meet the search criteria. (For example, the MM Numbers for the other line items might be below 903000).

4

To view more lines on a page, adjust the Show per page setting. The default is 25 lines per page, but can be set to 50, 75 or 100 lines per age.

5

To move to other pages, use the drop-down list or the navigation buttons.

1

In the Filter by section, click the Save Search button.

2

In the popup window, enter a name for the search and click the OK button, in this example, 903KPlus_Canada_China.

3

1

In the Quote List, click the Current Search link

2

The search will be opened in the Customizing your Quote List page, which provides the capability to make changes like modifying the search's field columns and their display order and sort order.

1

Go to the Add Search Results section, which lists the names of the searches (other than the search displayed).

2

To join a search to the search being displayed, check the box pertaining to the name of the search.

For example, checking the box for the ApprovedQty1000Plusanada_Customer search, the results will display quotes that either have (MMID greater than 902999 and Customer Country of Canada or China) or an Approved Quantity of more than 999.

3

To save the joined search, click the Save Search button, then click the Save Search button.

1

In the Quote List, check the Include Archives box and click the Search button.

2

In the right side of the Quote List, archived quotes are identified by the Archived listing in the Comments column.

1

Open the Quote List and enter the desired search criteria.

2

Beneath the Quick ID Search field, locate the View Quotes For text and the drop down box to its right.

3

Select the appropriate option, as follows:

• Selecting My Quotes displays only the quotes you have created.

• Selecting All Quotes displays your own quotes, any delegates' quotes and any Intel FSE created quotes.

• Selecting FSE Quotes displays only Intel FSE created quotes.

• Selecting the name of a delegate displays only that person's quotes.

4

When you click the Search button to begin the search, the results will be displayed according the option selected.