Selecting quotation for modification or cancellation

This page allows you to select the quotation for modification or cancellation. Tell me more.

Select the “Cancel / Edit Quotation” link under the “RFQ” business component.

The “Select Quotation” page appears.

The system displays the following:

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.

Enter the following in the “Direct Entry” group box:

Quotation #

The number identifying the quotation to be modified (Alphanumeric, 18).

Select the “Edit Quotation” link provided alongside, to modify the quotation details.

To search for a quotation

Enter the following in the “Search Criteria” group box, to search for a quotation. Data entry in the following 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 quotation numbers that are 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 the 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 and equal to this date. Leave this field blank, to retrieve all the quotations, irrespective of the starting date. The system displays the date that is one month earlier than the current server date, by default.

Note: The date entered in “Quotation Date From” field must be less than or equal to the date entered in “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 the ending 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 containing supplier numbers similar to the number entered here. Leave this field blank, to retrieve all the quotations, irrespective of the supplier.
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 request for quotation (Alphanumeric, 15)
Status	Use the drop-down list box to select the Status of the Quotation. The Quotation status combo has the following values: “Draft” and “Fresh”. The system displays blank by default.
Part #	The number identifying the part which has to be procured by raising the RFQ. (Alphanumeric, 40).
User Status	Use the drop-down list box to select the user-defined status for the quotation. The system lists all the user statuses that are in the "Active" status, as defined in the “Create User Status” activity in the “Logistics Common Master” business component. The system displays blank by default.
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 “Search Results” multiline.

Quotation #	The quotation retrieved by the system.
Quotation Date	The date on which the quotation was raised.
Quotation Type	The type to which the quotation belongs.
Quotation Category	The category to which the quotation belongs.
Status	The status of the quotation.

Enter the following:

User Status

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

The system displays the following:

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

Enter the following in the “Search Results” multiline:

Reason

If you wish to cancel the quotation, enter any comments or remarks regarding canceling the quotation in this field (Alphanumeric, 255). Data entry in this field is mandatory, if the quotation is selected for cancellation.

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

Note: Atleast one row must be selected in the multiline.

The quotation must be in “Draft” or “Fresh” status.

To cancel the quotation

Click the “Cancel Quotation” pushbutton, to cancel the quotation.

The system updates the status of the quotation to “Cancelled”. The system stores the login user ID and the server date with the modification details.

To modify the quotation details

Click the hyper-linked quotation number in the multiline, to modify the quotation details.

Selecting quotation for modification or cancellation – An overview

This page allows you to select the quotation for modification or cancellation. Once cancelled, the quotation cannot be used in any transaction.

You can directly enter the quotation number if you know the exact number, or carry out the search using quotation number, date on which the quotation is created, type of the quotation, RFQ number or user status. The system displays the quotation details in the multiline as per the search criteria.

Only quotations, which are in “Draft” or “Fresh” status, can be modified or canceled. Upon cancellation, the system updates the status of the quotation to “Cancelled”. The system stores the login user ID and the server date along with the modification details.