Editing quotations

The system automatically creates a quotation record when a quotation is received via an RFQ and the RFQ header status is changed to Sent to Supplier. Update the record details as long as the quotation is in the status of Unfinished.

To edit quotations:

  1. Open the Quotations form.
  2. Select the quotation to edit, and then click the Record View tab.
  3. Quotation Description—Enter a description for the quotation.
  4. Status—Choose one of the following options:
    • Unfinished
    • Received
    • Cancelled
  5. Currency—Enter the currency accepted by the supplier for this quotation.
    Enter the Supplier Contact Info details:
  6. Contact Name—Enter the name of the individual to contact for the supplier.
  7. Telephone—Enter the telephone number for the supplier.
  8. Fax Number—Enter the fax number for the supplier.
  9. E-mail Address—Enter the e-mail address for the supplier.
    Note: If you change any contact information on this form, the system updates the contact information for the associated supplier on the Suppliers page of the RFQ form.
  10. Click Save Record.