Authorizing quotation

This page allows you to select and authorize the quotation.

Select the “Authorize Quotation” link under the “RFQ” business component.

The “Authorize Quotation” page appears.

The system displays the following field.

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

To search for a quotation

Enter the following in the “Search Criteria” group box, to search for the quotation. Data entry in the following fields is optional.

Quotation #	The number identifying the quotation (Alphanumeric, 18). You can enter the quotation number in full or specify it partially using the “*” character. The system retrieves all the quotations with numbers similar to the number entered here. Leave this field blank, to retrieve all the quotations.
Quotation Type	Use the drop-down list box to select the type of quotation, which could be “Normal” or “Price List”. The system displays blank by default.
Quotation Date From	The starting date, in the range of quotation dates, from which the quotation details must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the quotations that are raised later than or equal to this date. Leave this field blank, to retrieve all the quotations, irrespective of their date. The system displays the date that is one month earlier than the current server date, by default.

Note: The date entered in the “Quotation Date From” field must be less than or equal to the date entered in the “quotation Date To” field.

Quotation Date To	The ending date, in the range of quotation dates, until which the quotation details must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the quotations that are raised till this date. Leave this field blank, to retrieve all the quotations, irrespective of their date. The system displays the current server date by default.
Supplier #	The code identifying the supplier (Alphanumeric, 45). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the quotations received from supplier numbers similar to the number entered here. Leave this field blank, to retrieve all the quotations, irrespective of the supplier from whom the quotations have been received.
Quotation Category	Use the drop-down list box to select the category of the quotation document. The system lists all the active quotation categories that are defined in the “Create Common Category“ activity of the “Logistics Common Master” business component. The system displays blank by default.
RFQ #	The number identifying the request for quotation. (Alphanumeric 15).
User Status	Use the drop-down list box to select the user defined status of the quotation. The system lists all the user statuses defined in the “Create User Status” activity in the “Logistics Common Master” business component, in the “Active” status.
Created By	The name of the user who created the quotation. (Alphanumeric, 40).
Buyer Group	Use the drop-down list box to select the buyer group to which the buyer is associated. The system sets the field to blank by default.

Click the “Search” pushbutton, to retrieve the details in the multiline.

The system displays the following in the “Search Results” multiline.

Quotation #	The quotation retrieved by the system.
Amendment #	The number identifying the quotation which is amended.
Quotation Date	The date on which the quotation was raised.
Quotation Type	The type of the quotation.
Quotation Category	The category to which the quotation belongs.

Supplier #	The code identifying the supplier.
Supplier Name	The supplier name.
RFQ #	The number identifying the RFQ.
Created By	The name of the user who created the quotation.
Buyer Group	The buyer group to which the buyer is associated.

Enter the following in the “Search Results” multiline:

User Status

Use the drop-down list box to select the user defined status of the quotation. The system lists all the user statuses defined in the “Create User Status” activity in the “Logistics Common Master” business component, in the “Active” status.

Reason

Any comments pertaining to the quotation. (Alphanumeric, 225). Mandatory, if the quotation is rejected.

Check the box in the “Select” column of the multiline, to mark the quotation for authorizing.

Note: At least one row must be selected in the multiline.

To view quotation details before authorization

Click the hyperlinked quotation number in the multiline, to view the quotation details and then authorize in the main page at the line level. If any of the line number is authorized, the status of the document changes to “Authorized”. If none of the line numbers are authorized, then the status of the document changes to “Rejected”.

To authorize quotation(s)

Click the “Authorize Quotation” pushbutton, to authorize the quotation(s) selected in the multiline.

The system updates the status of the quotation as “Authorized”.

To reject quotation(s)

Click the “Reject Quotation” pushbutton, to reject the quotation(s) selected in the multiline.

The system updates the status of the quotation as “Rejected”.

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

What you can do in this page

Authorize or reject quotations in bulk

You can simultaneously authorize or reject all the quotations listed in the multiline. This option is useful in situations where a large number of quotations are listed in the multiline and you need to authorize or reject all the quotations.

Check the “Select All” box to select all the quotations for authorization or rejection.

Click the “Authorize Quotation” pushbutton, to authorize all the quotation(s).

Click the “Reject Quotation” pushbutton, to reject all the quotation(s).