Edit Quote Working Document popup

Note: Modifications to the quote working document is allowed only when the document status is not in Confirmed/Cancelled/Revised' status

The system displays the following field:

Quote Working Document #

Indicates the document number corresponding to the quote workings.

Date

The date against which the Quote working document currently in.

Ensure that the date specified in this field is a date that is later than the Reference Document Date.

The system displays the following field:

Doc. Status

Indicates the corresponding document status of Quote working document.

Purpose

Use the drop-down list box to specify the purpose of the Quote Working document. The system lists all the active category codes against Category Type as defined in the 'Quote Working Purpose' from 'Maintain Category Codes' screen under the 'Category' business component.

User Status

Use the drop-down list box to specify the user status. The system lists all the active category codes against the Category Type as defined in the 'Quote Working User Status' in the Maintain Category Codes' screen under 'Category' business component.

Category

Use the drop-down list box to specify the category to which the quote working document belongs. Mandatory. The system lists all the active category codes for the Category Type as defined in the 'Quote Working Category' from 'Maintain Category Codes” screen under the “Category” business component.

Doc. Desc.

A brief description of the quote working document.

Est. Notes

An estimation note of the quote working document.

Note that the system allows modifications to this field only by the user for Planner role. However if the user has both Planner and Commercial Role, the system allows modifications to all the fields in this section.

Qt. Working Notes

 

The notes as specified in the quote working document.

Note that the system allows modifications to this field only by the user for Commercial role. However if the user has both Planner and Commercial Role, the system allows modifications to all the fields in this section.

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