docs/8.0/ayanova/docs/svc-quote-status.md

@@ -2,33 +2,33 @@
 
 The Quote status can be used for multiple purposes:
 
-- a simple flag to visually indicate the state of the quoting process
-- for a business process control system when quote needs to proceed through controlled stages step by step
-- notification system to alert interested parties when a quote has reached a certain state
-- a way to close and lock down a quote when it is finalized
+-   a simple flag to visually indicate the state of the quoting process
+-   for a business process control system when quote needs to proceed through controlled stages step by step
+-   notification system to alert interested parties when a quote has reached a certain state
+-   a way to close and lock down a quote when it is finalized
 
 A quote status is completely separate and not related to [work order status](svc-work-order-status.md).
 
 ## Authorization Roles required
 
-Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
+Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
 
 Full access
 
-- Accounting
-- Business administration
-- Sales
-- Service manager
+-   Accounting
+-   Business administration
+-   Sales
+-   Service manager
 
 Read only access
 
-- any logged in staff User
+-   any logged in staff User
 
 ## How to access Quote status
 
-- From the [quote](svc-quotes.md) menu item _Quote status list_
-- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Quote status autocomplete list on any other form where Quote status can be selected
-- From any [data table](ay-start-form-data-tables.md) column showing a quote status such as the [Quote table](svc-quotes.md)
+-   From the [quote](svc-quotes.md) menu item _Quote status list_
+-   By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Quote status autocomplete list on any other form where Quote status can be selected
+-   From any [data table](ay-start-form-data-tables.md) column showing a quote status such as the [Quote table](svc-quotes.md)
 
 ## How quote status works
 
@@ -48,18 +48,22 @@ Use of the [Who can select](#who-can-select) and [Who can remove](#who-can-remov
 
 Example process control scenarios:
 
-- Status "New" set by non sales staff to provide the starting point for a Sales person to do the actual quotation process
-- Ensuring that a department manager "signs off" on a quote before it progresses to the next stage by setting a locking status that alerts them and only they can remove
-- ensuring that an Service manager turns the Quote into a service work order once approved by the customer by receiving a notification that a corresponding Approved status is set
-- Common quoting scenarios such as "Waiting for pricing", "Approved", "Rejected", "Submitted to customer" etc.
-- Complex specialized quotation flows where the quote process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle
+-   Status "New" set by non sales staff to provide the starting point for a Sales person to do the actual quotation process
+-   Ensuring that a department manager "signs off" on a quote before it progresses to the next stage by setting a locking status that alerts them and only they can remove
+-   ensuring that an Service manager turns the Quote into a service work order once approved by the customer by receiving a notification that a corresponding Approved status is set
+-   Common quoting scenarios such as "Waiting for pricing", "Approved", "Rejected", "Submitted to customer" etc.
+-   Complex specialized quotation flows where the quote process needs to move through specific stages in a particular order so is "handed off" by setting the status for the next department to handle
 
 ## Quote status data table
 
+![table](img/svc-quote-status.png)
+
 The Quote status [data table](ay-start-form-data-tables.md) lists all the prior quote status created, provides the '+' link to create a new status and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
 
 ## Quote status edit form
 
+![edit form](img/svc-quote-status-edit-form.png)
+
 The edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
 
 #### Name
@@ -80,9 +84,9 @@ When checked indicates that the quote should be locked and not editable until th
 
 This can be useful for multiple purposes:
 
-- Locking a completed quote so no further editing takes place
-- Freezing a quote temporarily as part of a progression through a larger quotation process involving multiple departments
-- Temporarily freezing a quote while it is reviewed by a manager
+-   Locking a completed quote so no further editing takes place
+-   Freezing a quote temporarily as part of a progression through a larger quotation process involving multiple departments
+-   Temporarily freezing a quote while it is reviewed by a manager
 
 #### Who can select
 
@@ -103,3 +107,13 @@ Quote status that are set to Active can be selected on Quotes. Status not set to
 #### Notes
 
 Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form.
+
+### Menu options
+
+![menu](img/svc-quote-status-edit-form-menu.png)
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Quote status edit form also has these options:
+
+#### Quote status list
+
+Used to return directly to the Quote status [data table](#quote-status-data-table).