Click 
|
Editing a Quote |
Previous Top Next |
Overview
Most details of an existing Quote can be altered and quote lines added or deleted. However, editing is not possible if the Quote has already been sent to the buying organisation.
To edit the Quote find it, for example, by using the Documents page and, when displayed, in the Quote Summary or Quote View page
Click
The Quote View/Edit page will be displayed. It will look similar to this:
From this page you can:
Click 
to return to the Documents page
Click 
to print the Quote
Further actions may be available, depending on the current status and content of the Quote:
Click 
to delete the Quote
Click 
to send the Quote to the buying organisation Note: Until the Quote has all essential information (e.g. Quote Number and at least one line) the button is displayed as 
and does not operate.
Click 
to change details (see Editing Header Details, Editing Comments, Editing Line details, Editing Validity Settings).
Click 
to the right of 
to add a line not on the Request For Quote
Click 
to remove all Quote lines
Click 
within the Request For Quote lines to add a single line to the Quote
Click 
to add all lines from the Request For Quote lines
Details displayed on this page include the following:
Dated - The date of the quote as stated by the supplier organisation.
Raised - The date & time that the quote was raised by the system.
Sent - Whether or not you have sent the document to the buying organisation.
Currency - The currency of the Quote. The default currency for the Supplier Portal is GBP (Great British Pounds).
If an alternate currency has been used by the sender for the Request For Quote that this Quote is responding to, the following will be displayed:-
|
|
Value Excl.Tax - The total value of the quote excluding tax.
Total Value - The total value of the quote including tax, if appropriate and known.
You can display further details about the parties to the quote by clicking 
next to 
and the details will be displayed:
You can display delivery information for the quote by clicking next to 
.
Further details displayed include:
Related Documents - Other documents that are associated with this quote. Clicking
on a document will cause the display to switch to that document
Attachments - any attachments added to this document.
Comments - Further comments added by you regarding this quote
Line details displayed include:
Line - A number indicating the sequence of the lines
Item Code, Classification, Description & Comments - The code used for the goods or services, any classification e.g. UNSPSC codes, its description and any comments about this line of the Quote
Delivery - The date on which the goods or services will be delivered
Quantity - The number of units of the item being quoted
Unit - The unit of measure of the item
Price - The price of one unit of the item
Extended - The value of this line of the Quote, excluding tax
Tax Rate - The rate of tax that applies to this line of the Quote.
Line Total - The value of this line of the quote, including tax
Quote footer details include:
Tax Rate - The rate of tax that this line of the tax analysis is summarising
Extended - The value of all the invoice lines that this rate of tax applies to
Ext. Subtotal The total of the extended values of all the lines i.e. excluding tax
Validity - The date that the Quote is valid to.
Ext. Subtotal The total of the extended values of all the lines i.e. excluding tax
Tax - The total tax value.
Total - The total value of the invoice, including tax
Note:-If an alternate currency has been used by the sender for the Request For Quote that this Quote is responding to, the Tax displayed will be shown with the currency value to the right and the GBP equivalent to the left:-
The Audit contains details of status changes and, if sent, details about the transmission. To view the Audit details:
Click next to 
and the full details will be displayed:
