Structure Type: Property / CP
Navigation: Purchasing > Quotation Centre
A vendor quotation is a quotation from a vendor for one or more products. A vendor quotation has a start date and an expiry date. Use this screen to manage vendor quotations.
Fig 1 — Quotation Centre
|New||This button allows you to create a new quotation.|
|Details||After you select a quotation from the list and click this button, the Quotation Details screen is opened. On this screen, a user can review or modify the quotation.|
|Errors||This option allows viewing and fixing the errors that occurred during the quotation import.|
This field is available only at Central Purchasing.
Displays the market segment assigned to the vendor at Property > Vendors > New / Details > Market Segments tab.
|Quotation Number||Displays the number of the quotation.|
|Vendor Number||Displays the number of the vendor, which provided the quotation.|
|Vendor Name||Displays the name of the vendor, which provided the quotation.|
|Start Date||Displays the date when the quotation becomes effective.|
|Expiry Date||Displays the date when the quotation expires.|
|No of Products||Displays the number of products in the quotation.|
|Comments||This field displays the origin of the quotation e.g. Point to point EDI interface or Purchase to Pay (Tradesimple).|
|Errors||This field displays the number of errors in the quotation and is used for imported quotations.|
|Quote Controlled By||
This field is available only at the property level.
Displays if the quotation is controlled by the Central Purchasing or by the property.
|Created Date time||Displays the date when the quotation was created.|
|Modified Date||Displays the date when the quotation was modified. If no modifications occurred, the field will be blank.|
|Modified By||Displays the name of the user who modified the quotation.|
|Quote Status||Displays the status of the quotation. If the quotation has been approved, it has "Active" status. If the quotation has not been approved yet, it has "Approval Pending" status.
Note: This column is added when the "Approval Required For Vendor Portal Quotes" check box is selected at Property > Administration > Purchasing.