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This activity allows you to approve the Quotation document. The Select page allows you to select a particular quotation. The Quotation can be approved in two different ways. The Quotation No field, which is in the top of the screen, can be filled in and the “Approve Quotation Details” pushbutton can be accessed for approving that particular quotation. The other method is carried out through the search criteria and the matching quotations are listed in the multiline. You can directly mark the necessary quotation’s and approve it using the button given at the bottom of the screen or access the quotation number, which appears as a hyperlink in the multiline to have a detailed view in the “Approve Quotation” page and then approve that particular document.
Select the “Approve Quotation” link under the “Quotation” business component
The “Select Quotation” page appears.
Enter the following:
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Quotation No. |
Unique identification number of the Quotation. (Alphanumeric, 18). |
Note: Only Quotations, which are in “Open” status, can be approved.
Select the “Approve Quotation Details” link provided alongside, to approve the quotation details.
Enter the following in the “Search Criteria” group box, to search for the Quotation:
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From Quotation No. |
Unique identification number of the Quotation. (Alphanumeric, 18). Based upon the Quotation number entered, the Quotations from that number onwards are listed. |
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To Quotation No. |
Unique identification number of the Quotation. (Alphanumeric, 18). Based upon the Quotation number entered, the Quotations up to that number are listed. |
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From Quotation Date |
The Date on which the quotation was created is entered. (Date Format). Ensure that this date is lesser than or equal to “To Quotation Date”. The system lists all the Quotations that are raised later than this date. Leave this field blank to retrieve all the Quotations, irrespective of the starting date. |
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To Quotation Date |
The Date on which the quotation was created is entered. (Date Format). Ensure that this date is greater than or equal to “From Quotation Date”. The system lists all the Quotations that are raised earlier than this date. Leave this field blank to retrieve all the Quotations, irrespective of the ending date. |
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Supplier Code |
Code or identification number of the supplier. (Alphanumeric, 16). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the quotation’s raised on a supplier similar to the number entered here. Leave this field blank, to retrieve the quotations, irrespective of the supplier. |
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Competitive Bidding |
Use the drop down list box to select “Yes” or “No” stating whether competitive bidding is allowed or not. |
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Quotation Status |
Use the drop-down list box to specify the status of the quotation. The system lists “All”, “Approved” or “Fresh”. |
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Buyer |
Use the drop-down list box to specify the buyer’s code or identification number associated with the quotation. |
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Quotation Folder |
Use the drop down list box to select the folder in which the quotation related documents are present. |
Click the “Search” pushbutton to retrieve the Quotation details in the multiline.
The system displays the following “Search Results” multiline.
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Quotation No. |
The Unique identification number of the quotation. |
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Supplier Code |
The code or identification number of the supplier. |
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Name |
The name of the supplier associated with the supplier code. |
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Quotation Date |
The Date of creation of the quotation is displayed. |
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Competitive Bidding |
The system displays “Yes” or “No” in this field stating that whether competitive bidding is allowed or not. |
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Quotation Type |
The type of the quotation is displayed in this field. |
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Buyer |
Code or identification number of the buyer is displayed. |
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Quotation Value |
The value of the quotation is displayed. |
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Currency |
The Currency of the supplier is displayed. |
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Folder |
The folder in which the purchase related documents is present. |
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Status |
The status of the quotation document is displayed. |
Note: Atleast one row must be selected in the multiline.
Click the “Approve Purchase Quotation” pushbutton to approve the quotation directly by selecting it from the multiline.
Click the “Reject” pushbutton to reject the quotation directly by selecting it from the multiline.
Click the “Hold Quotation” pushbutton to hold the quotation.
Click the “Release Quotation” pushbutton to release the quotation, which was in the hold status.
