Help on Quotation

This page helps the user to search and select a quotation number for transferring the details onto the required field.

The user can specify the range of RFQ No., RFQ date, validity period of the RFQ and the item details. Based on the search criteria specified, the system retrieves the corresponding details in the multiline. The selected Quotation No. is transferred to the required page when it is confirmed.

Click the lens icon positioned next to the “ Quotation No.” field.

The “Help On Quotation” 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 RFQ 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.
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 RFQ 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.
RFQ Valid Till From	The starting date in the range of dates from which the RFQ validity details must be retrieved (Date Format).
RFQ Valid Till to	The ending date in the range of dates till which the RFQ validity details must be retrieved (Date Format). The value entered in this field must be greater or equal than the value entered in the “RFQ Valid Till From” field.
Customer Item Code	The code used by the customer to identify the items (Alphanumeric, 32).
Item Code	The code identifying the item (Alphanumeric, 32).
Variant Code	The code identifying the variant of the item (Alphanumeric,8).

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.
Quotation No.	The code identifying the quotation.
Amendment No.	The code identifying the latest amendment number.

Check the box in the “Select” column of the multiline to select a Quotation No.
Click the “OK” pushbutton.