Next Generation - The Sales Estimates screen | Access Financials Help Centre

You can access the Sales Estimates screen to convert your estimates to be orders. The Sales Estimates screen uses the same look and feel and functionality as our other enquiry screens.

All of our enquiries use the same screens for consistency purposes.

You can run enquiries against all transactions or just a specific transaction.
You can apply filters to ensure that only the transactions you're interested in are displayed in the enquiry window.
You can look at just the header information, or you can open the transaction to see all the detail lines it contains by clicking on the icon.
Access to enquiry windows is controlled by your Security Profile.

Note: When clicking anywhere on a row, the action panel automatically opens from the right. You can close the action panel by clicking on the in the middle of the panel.

Access the Sales Estimates screen

Click Selling then Transactions and then click Sales Estimates.
Note: All estimates are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

Note: You can also Delete or Print an estimate to screen. For more information on how to convert, delete or print an estimate, please follow our convert a sales estimate to a sales order article.

The Sales Estimates screen is made up of the following sections:

Sections	Description
Record Count	Shows the number of transactions listed in the grid for the provided filter criteria. Updates depending on the filter criteria. Updates when you select transactions.
Search field	Search on Account Name or Order Number. When accessing the enquiry directly from a customer record, the account name and header reference only searches on the selected record. Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry list. For more information, refer to the advance filter articles we linked above.
Cog	Contains a list of actions which can be carried out on the enquiry. Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns. Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the transactions on the Sales Estimate screen for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 500,000 rows to protect the performance. You can run several exports at the same time, even from the same screen and you'll be notified individually as each one is completed. Export to Excel Current View - Exports the currently displayed or loaded transactions and columns, the default is to load 100 transactions. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
Hide Grouping	You can select to group by any column when this option is on by dragging a column into the drag and drop columns header for grouping field. You can group multiple columns. You can turn this option off to allow for more space for your transactions by clicking on Hide Grouping. You can turn grouping back on by clicking on Show Grouping.
The Grid	Default columns are displayed when the Sales Estimates screen opens. You can change by manually dragging and dropping the columns to where you want them or alternatively you can customise your columns using the Configure Columns. Each column is sortable, and you can sort on multiple columns at the same time. You can filter on all of the columns by pointing to the column label and clicking on the icon to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once. The Totals at the bottom right-hand side of the screen are made up of the home values of the displayed transactions. When you select a transaction the totals at the bottom will display the totals for this order only. You can open the detail lines on a transaction by selecting the arrow in front of a transaction. You can change the configuration of the columns displayed for the Detail line from the Cog which is at the end of the detail section.
Hyperlinks - Account Code and Account Name	You can click on the hyperlinks on the account code or name columns to get to your customer record. The record opens in View mode and if your security permissions has edit permissions, you can edit the customer. If you don't have access to edit customer records, instead of an Edit button, you will see a Close button on the customer record.
Action Panel - Access other options	Select the checkbox in front of a transaction to open it. The Action Panel opens on the right-hand side of the screen where you can access action cards. The Actions tab displays all action cards that are available for your security permissions. You can only select multiple transactions at a time and the Action Panel updates to show you the available options depending on whether you selected one or multiple transactions.

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