Help on Site Assessment No

This page helps you to search and select the site assessment number. You can specify the Site Assessment No From, To, Site Assessment Date From, To, Site ID, Site Address, Conducted by, Opportunity No, RFQ No and Customer code and name in the search criteria and initiate the search operation. The system retrieves and displays the search results based on the specified search criteria in the multiline. The selected row containing the site assessment number details will be transferred to the required page on confirmation.

Click the lens icon next to the “Site Assessment No.” field.

The “Help on Assessment No” page appears.

Enter the following:

From Site Assessment No.	The starting number in the range of site numbers from which the site assessment details are to be retrieved.
To Site Assessment No.	The ending number in the range of site numbers until which the site assessment details are to be retrieved
Status	Use the drop-down list box to select the status of the site assessment by which the details are to be retrieved. The combo is loaded with Fresh , Deleted, Authorized, Cancelled, Referred, Quoted, Contracted and All.
From Site Assessment Date	The start date in the range of site assessment dates from which the site assessment details are to be retrieved
To Site Assessment Date	The end date in the range of site assessment dates until which the site assessment details are to be retrieved.
Site ID.	The identification code of the site by which the site assessment details are to be retrieved.
Site Address	The address of the site by which the site assessment details are to be retrieved.
Conducted by	The name of the person who conducted the site assessment by which the site assessment details are to be retrieved.
Org. Unit	The organization unit in which the site assessment number was created.
RFQ No.	The RFQ number based on which the site assessment details are to be retrieved .
Customer Code	The code identifying the customer by which the site assessment details are to be retrieved.
Customer Name	The name of the customer by which the site assessment details are to be retrieved.

Click the “Search” button to retrieve the transaction details.

The system displays the following in the “Search Results” multiline:

Site Assessment No	The number identifying the site assessment.
Site Assessment Date	The date on which the site assessment was done.
Status	The status of the site assessment.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Site ID.	The identification code of the site.
Site Address	The address of the site.
Org. Unit	The organization unit in which the site assessment number was created.
RFQ No.	The number identifying the RFQ.
Conducted by	The person who conducted the site assessment.

Select the checkbox against the record in the multiline.
Click the “OK” pushbutton.

The details of the selected site assessment number are transferred to the main page.