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This page allows you to search and select a quotation for authorization. Tell me more
Select the “Authorize Quotation” link under the “Quotation” business component.
The “Select Quotation” page appears.
Enter the following field if you are aware of the quotation number that you want to authorize:
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Quotation No. |
The number identifying the quotation (Alphanumeric, 18). |
Enter the following details in the “Search Criteria” group box to search for the quotation number that you want to authorize. Data-entry in the following fields is optional.
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Quotation No. From |
The starting number in the range of quotation numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the quotation numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the quotations starting from the first quotation number till the quotation number specified in the “To” field. |
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Quotation No. To |
The ending number in the range of quotation numbers for 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 “Quotation No. From” field. |
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Customer Code |
The code identifying the customer (Alphanumeric, 18). |
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Created Date From |
The starting date in the range of dates from which the quotation details must be retrieved (Date Format). The value entered in this field must be less than the system date and the date entered in the “To” field. The system date is displayed by default on launch of the page. |
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Created Date To |
The ending date in the range of dates from which the quotation details must be retrieved (Date Format). The value entered in this field must be less than the system date and greater than the value entered in the “Quotation Date From” field. |
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Zip Code |
The zip code applicable to the address (Alphanumeric, 20). |
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Total Value From |
The start value in the range of total values of the quotation for which the details are to be retrieved (Integer). The system displays all the quotations within the specified range of quotation values. |
Note: Total Values = Total of Item Basic Price+ Total Tax+ Total Charges+ Total Discount.
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Total Value To |
The end value in the range of total values of the quotation for which the details are to be retrieved (Integer). The system displays all the quotations within the specified range of quotation values. |
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Customer Name |
The name of the customer (Alphanumeric, 60). |
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Item Code |
The code identifying the item (Alphanumeric, 32). |
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Variant Code |
The code identifying the variant of the item (Alphanumeric, 8). |
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Item Variant Desc. |
The description of the item variant (Alphanumeric, 150). |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves the Quotations that are in “Fresh” or “Amended” status.
The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:
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Quotation No. |
The number identifying the quotation. |
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Customer Code |
The code identifying the customer . |
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Customer Name |
The name of the customer. |
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Currency |
The currency applicable to the quotation. |
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Total Value |
Total of item basic price+ total tax+ total charges+ total discount. |
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Status |
The status of the quotation. It can be either “Fresh” or “Amended”. |
Check the box in the “Select” column of the multiline to select the quotation number for either authorizing or returning.
Click the “Authorize” pushbutton to authorize the selected quotation(s) in the multiline.
The system sets the document status to “Authorized”.
The system stores the login user ID and the system date along with the modified details.
Click the “Return” pushbutton to return the selected Quotation(s)in the multiline.
On selection of the “Return” Pushbutton, the status of the Quotation numbers selected is set to “Returned”.
The system stores the login user ID and the system date along with the modified details.
To proceed, carry out the following
Select the “Authorize Quotation Details” link at the bottom of the page to authorize the details of the quotation.
Select Quotation - An overview
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If the number identifying the quotation is known, it can be entered or else you can carry out a search by specifying a range for the quotation number. You can also search by specifying the code identifying the customer or by specifying a range for the date on which the quotation was created. You can also specify the zip code or by specifying a range for the total value or specify the name of the customer who has raised the quotation. You can also search by specifying the item details. The quotations in “Fresh” or “Amended” status are retrieved and displayed in the multiline.
This page also allows you to select multiple quotations for authorization. Modification to the selected quotation details is allowed before authorization. The status of the quotation after authorization is updated to “Authorized”. The system stores the login user ID and the system date along with the authorized details.
This page also allows you to return the quotation for modification. Multiple quotations can be returned at the same time by selecting them from the multiline. The status of the returned quotation is set to “Returned”.
