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This page allows you to select RFQ for which the details are to be modified or deleted. If the RFQ number is known it can be specified or else you can search by specifying a range for the RFQ number. You can also search by specifying the code identifying the item or by specifying a range for the date on which the RFQ was created. You can also specify the code identifying the variant, customer details or description of the item code. You can also search by specifying the RFQ number pertaining to the customer or the zip code. Only those RFQ ‘s that are in “Fresh” or “Draft” status are retrieved in the multiline for modification.
This page also permits you to search and select RFQ(s) for deletion. You can delete RFQ ‘s that are in the “Draft” or “Fresh” status. The status of each of the deleted RFQ is updated to “Deleted”. The deleted files can only be viewed and cannot be used any longer.
Select the “Edit Request for Quotation” link under the “Quotation” business component.
The “Select Request For Quotation” page appears.
Enter the following field:
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RFQ No. |
The unique number identifying the RFQ (Alphanumeric, 18). |
Enter the following details in the “Search Criteria” group box:
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RFQ No. From |
The starting number in the range of RFQ 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 RFQ 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 RFQs starting from the first RFQ number till the RFQ number specified in the “To” field. |
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RFQ No. To |
The ending number in the range of RFQ numbers for 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. |
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Item Code |
The code identifying the item (Alphanumeric, 32). |
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Created 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 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 RFQ 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 “RFQ Date From” field. |
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Variant Code |
The code identifying the variant of the item (Alphanumeric, 8). |
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Customer Code |
The code identifying the customer (Alphanumeric, 18). |
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Customer Type |
Use the drop-down list box to select the type of the customer. You can select from “All”, “Existing” or “Prospect”. |
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Item Variant Desc. |
The description of the item variant (Alphanumeric, 150). |
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Customer Name |
The name of the customer (Alphanumeric, 60). |
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Customer RFQ No. |
The customer's RFQ reference number (Alphanumeric, 18). |
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Zip |
The zip code applicable to the address (Alphanumeric, 20). |
Click the “Search” pushbutton to retrieve the RFQ details.
The RFQ ‘s with the status “Draft” or “Fresh” 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:
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RFQ No. |
The unique number identifying the RFQ. |
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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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Customer Type |
The type of the customer. It can be either “Existing” or “Prospect”. |
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Status |
The status of the RFQ. It can be either "Draft" or "Fresh" |
Check the box in the “Select” column of the multiline to select the RFQ number.
Click the “Delete RFQ” pushbutton to delete the selected RFQ(s) in the multiline.
At least one row has to be selected. If not, an error message is displayed. The selected rows are soft deleted and the status is updated 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 RFQ – Main Information” link at the bottom of the page to modify the details of the request for quotation.
