Depending on the screen resolution, the tool bar at the top of the page may not display all the options introduced here. In this case, on the right of the tool bar you will see a button which contains the additional tools.




Filter


The price enquiries list can be filtered to introduce only a part of the information.

For that purpose, click on "Filter" in the tool bar in order to access to the filter settings

Select the content of a setting by clicking on , cancel the selection by clicking on .

The filter can be reset to its default values by clicking "Reset".


Area

the list contains

Number

the price enquiry corresponding to the number input

Site

the price enquiries linked to the selected site

Supplier

the price enquiries placed to the selected supplier

Reference

the price enquiries whose the reference contains the text input

Use * as wildcard character

Requested by

the price enquiries of the selected requester

Department

the price enquiries whose the requester belongs to the selected department

Analytical section

the price enquiries which contain at least one item line assigned to the selected analytical section

Worksite

the price enquiries which contain at least one item line assigned to the selected worksite

Market

the price enquiries assigned to the selected market

Keyword

the price enquiries in which appears the text input

Period / From / To

the price enquiries whose the date corresponds to the defined period

Transferred

Yes : the price enquiries which are transferred into order or in purchase requisition

No : the price enquiries which aren't transferred into order or in purchase requisition

Indiffere : all price enquiries


      • The filters can be saved by clicking on the button .
      • You can modify a filter name by selecting it in the list and by clicking on .
      • If you modify the settings of a selected filter, save them by clicking on .
      • Delete a filter from the list by selecting it and clicking on.
      • Add a widget on the home screen corresponding to the selected filter by clicking on.


Then click on "OK" to apply the filter.




Consult


Select a price enquiry in the list and click on "Consult".

To come back to the price enquiries list, click on "Back".




Create


See Create a price enquiry.




Modify


Select a price enquiry and click on "Modify".

For the detail of the price enquiry input areas, see Create a price enquiry.




Delete


Select a price enquiry and click on "Delete".

The price enquiry removal depends on its state, for example a price enquiry transformed into order can't be deleted.




Copy


Select a price enquiry and click on "Copy".

Then you have to define an internal number (optional) and a new date of request.

By default, the request is addressed to the same supplier than the original enquiry. Click on "Add" to address the enquiry to other suppliers, click on to delete a destination supplier.


Click on "OK" to create the copy(ies) of the price enquiry, that you can there after modify.

For the detail of the price enquiry input, see Create a price enquiry.




Check as sent


If the price enquiry isn't sent by email from the application, but via an other way, it is possible to select it and to "Check as sent". Then you can follow up in the column "Sending" the price enquiries state.




Transfer into order


Select a price enquiry awaiting processing in the list and click on "Transfer into order".

An order corresponding to the price enquiry is created.




Transfer into PR


Select a price enquiry awaiting processing in the list and click on "Transfer into PR".

A purchase requisition corresponding to the price enquiry is created.




Print


Select a price enquiry and click on "Print" to generate the corresponding PDF file.




Send by e-mail


Select a price enquiry and click on "Send by e-mail".

The area "Addressee" contains by default the address of the addressee contact sheet of the price enquiry or the address of the supplier sheet. If there is no founded address, you can write it.

The tab "Attachments" contains the purchase requisition in PDF format and possibly the attachments.

Click on "Send" to confirm the mailing.