Editing quotations

The system automatically creates a quotation record when a quotation is received via an RFQ and the RFQ header status is changed to Sent to Supplier. Update the record details as long as the quotation is in the status of Unfinished.

To edit quotations:

  1. SelectPurchasing > Quotes > Quotations.
  2. Select the quotation to edit, and then click the Record View tab.
  3. Specify this information:
    Quotation Description
    Specify a description for the quotation.
    Status
    Choose one of these options:
    • Unfinished
    • Received
    • Cancelled
    Currency
    Specify the currency accepted by the supplier for this quotation.

    Specify the Supplier Contact Info details.

    Contact Name
    Specify the name of the individual to contact for the supplier.
    Telephone
    Specify the telephone number for the supplier.
    Fax Number
    Specify the fax number for the supplier.
    E-mail Address
    Specify the e-mail address for the supplier.
    Note: If you change any contact information on this form, the system updates the contact information for the associated supplier on the Suppliers page of the RFQ form.
  4. Click Save Record.