Help on RFQ
|
|
|
|
This page helps the user to search and select an RFQ number for transferring the details onto the required field.
The user can by specifying the range of RFQ No., RFQ date, currency applicable for RFQ, the status of the RFQ and the item details. Based on the search criteria specified, the system retrieves the corresponding details in the multiline. The selected RFQ No. is transferred to the required page when it is confirmed.
Click the lens icon positioned next to the “ RFQ No.” field.
The “Help On RFQ” page appears.
The system displays the following details in the header:
|
Customer Code |
The code identifying the customer. |
|
Customer Name |
The name of the customer. |
|
Company Code |
The code identifying the company. |
|
Company Name |
The name of the company. |
|
Org. Unit |
The code identifying the organization unit to which the company belongs. |
|
Org. Name |
The name of the organization unit. |
Enter the following details in the “Search Criteria” group box:
|
RFQ No. From |
The starting number in the range of RFQ numbers from which the details are to be retrieved (Alphanumeric, 18). The user can also enter the number in full or specify it partially using the “*” character. The system lists all the RFQ numbers that are greater than or equal to the value entered here. |
|
RFQ No. To |
The ending number in the range of RFQ numbers till which the details are to be retrieved (Alphanumeric, 18). The system lists all the quotation numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “RFQ No. From” field. |
Select a relevant option from the drop-down:
|
Currency |
Use the drop-down list box to select the currency applicable for the RFQ. The system retrieves and displays the “Base Currency” from the “Organization Setup” business component. |
Enter the following details in the “Search Criteria” group box:
|
RFQ Date From |
The starting date in the range of dates from which the RFQ details must be retrieved (Date Format). The value entered in this field must be less than or equal to the system date. |
|
RFQ Date To |
The ending date in the range of dates till which the quotation details must be retrieved (Date Format). The value entered in this field must be greater or equal than the value entered in the “RFQ Date From” field. |
Select a relevant option from the drop-down:
|
Status |
Use the drop-down list box to select the status of the RFQ. The options are “Fresh”, “Quoted” or “Draft”. The system displays “Quoted” by default on launch of the page. |
Enter the following details in the “Search Criteria” group box:
|
Item Code |
The code identifying the item (Alphanumeric, 32). |
|
Variant Code |
The code identifying the variant of the item (Alphanumeric,8). |
|
Customer Item Code |
The code used by the customer to identify the items (Alphanumeric, 32). |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves and displays the following in the “Search Results” multiline based on the search criteria specified.
|
RFQ No. |
The number identifying the request for quotation (RFQ). |
|
RFQ Date |
The date on which the request for quotation was raised. |
|
RFQ Valid Till |
The date up to which the RFQ is valid. |
|
RFQ Status |
The status of the RFQ. |
Check the box in the “Select” column of the multiline to select a RFQ No.
Click the “OK” pushbutton.
