Edit-Selecting a Quotation Transaction

Select Quotation

This page allows you to select a Quotation, which can be modified or deleted along with its complete set of details. You can directly enter the Quotation number and the supplier code if you know the exact number and access the “Edit in Quotation Details” link. The Search Criteria can be accessed to perform a search by supplying values to the fields and when the search pushbutton is accessed, the related quotations are listed in the multiline. All the Quotation, which comes under the criteria, is listed along with their related details. The Quotation number appears as a hyperlink can be accessed which opens the “Edit Quotation” page.

Select the “Edit Quotation” link under the “Quotation” business component.

The “Select Quotation” page appears.

Enter the following:

Quotation No.	Unique identification number of the Quotation. (Alphanumeric, 18).
Supplier Code	Code or identification number of the supplier who created the Quotation. (Alphanumeric, 16).

Select the “Edit Quotation Details” link provided next to the “Quotation No.” and “Supplier Code” field to modify Quotation details.

Enter the following in the “Search Criteria” group box to search for the Quotations:

From Quotation No.	Unique identification number of the Quotation. (Alphanumeric, 18). Based upon the Quotation number entered in this field, the Quotation’s from that number onwards are listed.
To Quotation No.	Unique identification number of the Quotation. (Alphanumeric, 18). Based upon the Quotation number entered in this field, the Quotation’s up to that number are listed.
From Quotation Date	Date of creation of the Quotation. (Date, 18). Based upon the date entered in this field, the Quotations created up to that date are listed.
To Quotation Date	Date of creation of the Quotation. (Date, 18). Based upon the date entered in this field, the Quotations created up to that date are listed.
Competitive Bidding	Use the drop-down list box to select “Yes” or “No”. If “yes” is selected, then competitive bidding is possible. If “No” is selected, the competitive bidding is not possible.
Quotation Status	Use the drop-down list box to select the status of the Quotation document. There are different types of document statuses namely “Draft”, “Fresh”, “Passed”, “Accepted”, “Rejected”, “Deleted”, “Hold”.
Buyer	Code or identification number of the buyer for whom the Purchase Quotation is raised. (Alphanumeric, 20)
Quotation Folder	Use the drop-down list box to select the folder name. The Folder name pertained to the Quotation can be selected from the drop-down list.

Click the “Search” pushbutton to display the search results.

The system displays the following in the “Search Results” multiline based on the specified search criteria:

Quotation No.	Unique identification number of the Quotation with which it is referred. The Quotation number appears as a hyperlink and can be accessed to edit the selected Order.
	Data Hyperlink.
Supplier Code	Code or identification number of the supplier who had created the Quotation.
Name	The Name of the supplier who is associated with the supplier code is mentioned in this field.
Quotation Date	The date in which the Quotation was created is displayed.
Competitive Bidding	The value “Yes” or “No” is displayed in this field. This states whether to perform competitive bidding or not.
Quotation Type	The Type of the Quotation is displayed in this field.
Buyer	The Code or identification number of the buyer.
Quotation Value	The Amount specified in the Quotation.
Currency	The Currency in which supplier transacts with his customers.
Folder	The Folder in which the Quotation related details is present.
Status	The Status of the Quotation is displayed in this field.

Click the “Select” check box present in the multi line to select a Quotation for which modifications are to be made.

Click the “Delete Quotation” pushbutton to delete the selected Quotation.

The system deletes the details of the selected transactions.

The system sets the status of the transaction as “Deleted”.