Finding Quotations for Approval
Use the Find Quotations window to enter search criteria for quotations that you want to approve.
To enter search criteria:
Attention: Provide the item as part of the search criteria if you know it. If not, you can provide the appropriate purchasing category or description. Use the wildcard (%) to help your search for the item. For example, to search for all items that have Computer as part of the description, enter %Computer% in the Description field. Note that the Description is case sensitive.
2. Enter the Item number. If you enter an item, you can also further restrict the search by entering an item Revision number.
3. Enter the item Description.
4. Enter the Category Set. This is used to find predefined items associated with a specific category set. If you enter a category set, you can also further restrict the search by entering a Category.
5. Enter the RFQ number. If you enter an RFQ number, you can also enter an RFQ Line number.
7. Enter the Quotation number.
8. Enter the Quotation Approval status: Yes or No
To clear existing search criteria:
- Select the Clear button to clear any existing search criteria.
To initiate the search:
- Select the Find button to initiate the search and open the Analyze Quotations window.
See Also
Defining Categories
Defining Category Sets
Defining Items
About Suppliers
Entering Quotation Headers
Approving Quotation Shipments