Select Quotation

This page allows you to carry out a search for modifying the details of the selected quotation. Tell me more

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

The “Select Quotation” page appears.

Enter the following field:

Quotation No.

The unique number identifying the quotation (Alphanumeric, 18).

Enter the following details in the “Search Criteria” group box:

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.
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.
Customer Code	The code identifying the customer (Alphanumeric, 18).
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.
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.
Zip Code	The zip code applicable to the address (Alphanumeric, 20).
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.

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.
Customer Name	The name of the customer (Alphanumeric, 60).
Item Code	The code identifying the item (Alphanumeric, 32).
Variant Code	The code identifying the variant of the item (Alphanumeric, 8).
Item Variant Desc.	The description of the item variant (Alphanumeric, 150).

Click the “Search” pushbutton to retrieve the quotation details.

The quotation(s) with the status “Draft” or “Fresh” or “Returned” are populated in the multiline.

The system displays the following details based on the result of the “Search Criteria” group box in the “Search Results” multiline:

Quotation No.	The unique number identifying the quotation.
Customer Code	The code identifying the customer .
Customer Name	The name of the customer.
Currency	The currency applicable to the quotation.
Total Value	Total of Item Basic Price+ Total Tax+ Total Charges+ Total Discount.
Status	The status of the quotation. It can be “Fresh”, “Draft” or “Returned”.

Check the box in the “Select” column of the multiline to select the quotation number.
Click the “Delete” pushbutton to delete the selected quotation(s).

The system displays an error message if no rows are selected in the multiline. The system updates the status of the deleted quotation(s) to “Deleted”.

The system stores the login user ID and the system date along with the modified details.

To proceed, carry out the following

Select the “Edit Quotation Details” link at the bottom of the page to modify the details of the quotation.

Select Quotation - An Overview

The quotations that are in “Fresh”, “Draft” or “Returned” status are only retrieved for modification. 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.

This page also allows you to delete the selected quotation. More than one quotation can be deleted in this page. You can delete quotations that are in the “Draft” or “Fresh” or “Returned” status. The status of all the deleted Quotation is updated to “Deleted”. The deleted files can only be viewed and cannot be used any longer. The system stores the login user ID and the system date along with the modified details.