The Request For Quote Summary |
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Overview
When you click on a Request For Quote document in the Documents Document List, Tree or Search results, the details are displayed in the adjoining panel as shown below:
Details displayed include the following:
Document Type and Number
Void - Indicates that the document has been cancelled
From - The buying organisation that sent the document to you
Dated - The stated date of the document
Received - The date & time that the document was received by the system.
Respond By - The date & time that a response is due for the document.
Related To - Any document from which this document was derived or which is derived
from this document. Clicking on the document number will cause the display to switch to that document.
Comments - Any comments, notes and remarks associated with this document.
Quoted - Whether or not a Quote has been generated for this Request For Quote
Status icons:
A Quote has not yet been generated for this Request For Quote
A Quote has been generated for only some of the lines from the original Request For Quote
A Quote has been generated for all of the lines from the original Request For Quote
From this page you can:
Click
to view more details of the Request For Quote in the Request For Quote View page
Click
to view a printable representation of the Request For Quote
Click
to mark the Request for Quote as Void
Click
to create a Quote based on the existing Request For Quote
Click
to change the Quoted status
NOTE: The Quoted status is set by the Supplier Portal whenever a Quote linked to a Request For Quote is raised or edited. It is possible, however, to override the automatic settings e.g. knowing that the remainder of a part-quoted Request For Quote will not be supplied, you may wish to set the Quoted status to 'YES"' so that the Request For Quote is no longer classified as 'Awaiting Quote'.