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This Help page permits you to search and select the Quotations and transfer the details to the required field.
You can search the Quotations by specifying details. The system retrieves the search results in the multiline. You can select the Quotation number from the multiline and click the “OK” pushbutton to transfer it to the required page.
Click the lens icon positioned next to the “Quotation No.” field.
The “Help on Quotation Number” page appears.
The system displays the following in the “Search Criteria” group box :
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Company Code |
The code identifying the company. |
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Company Name |
The name of the company. |
Select the relevant option from the drop-down :
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Organisation Unit Code |
Use the drop-down list box to select the code identifying the organization unit.The system displays “All” by default on launch of the page. |
The system displays the following in the “Search Criteria” group box :
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Organisation Unit Name |
The name of the organisation unit corresponding to the organization code. |
Enter the following fields in the “Search Criteria” group box to search for the Quotation:
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Item Code |
A unique code or identification number of the item (Alphanumeric,32). |
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Item Description |
The textual description of the item. (Alphanumeric, 150). |
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Qtn From Date |
The date from which the quotation is effective(Date Format). |
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Qtn To Date |
The date up to which the quotation is effective (Date Format). |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves and displays the following details in the “Search Results” multiline based on the search criteria entered:
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OU Name |
The name of the organization unit. |
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Qtn No. |
The number identifying the quotation. |
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Qtn Date |
The date on which the quotation was created. |
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Item Code |
A unique code or identification number of the item. |
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Item Description |
The textual description of the item. |
Check the box in the “Select” column of the multiline to select the Quotation No.
Click the “OK” pushbutton.
