QAD Enterprise Asset Management 2016.1
>
User Guide
>
Purchasing
>
Quotes
>
Editing a Quote
Editing a Quote
To edit a quote, open the quote and make the necessary changes to the Detail tab. See
Filling Out the Quote Header.
Canceling a Quote or Quote Line
To cancel a quote, select the quote and then select Change Status from the Action menu. Double-click and select either Close (C) or Cancel (X). If you select Close or Cancel, you cannot reopen the quote. Changing the status of a quote header changes the status of the quote lines as well.
Note: When a quote is awarded, the system automatically closes the quote.
To cancel a quote line, select the quote line and then select Change Status from the Quote Line Action menu. Double-click and select Cancel (X).
Change Quote Status
Link a File to the Quote
The External Links action allows you to link an unlimited number of files to an EAM quote record. If you can run the file on your operating system, you can run it from EAM when it is linked.
Follow these steps to link a file to a quote:
1 Select the quote and then select External Links from the Quote Action menu.
The External Links window appears.
2 To link a file, select Add File Link.
3 Locate the file and then click Open. The file is now attached to the quote.
4 To link a URL to the quote, click Add URL or other link. Paste the URL in the Link window and then click Open. The link is now attached to the quote.
Link Files to a Quote
View the Vendor’s Bidding Details
The Quote Vendor submenu displays the vendors and the parts they are bidding on in this quote. The upper browse lists the vendors associated with this quote. The lower browse displays the bid information for each of the parts for the selected vendor.
Note: In the Quote Vendor menu, you can enter bid information including bid quantity, bid price, award quantity, and the reason codes for why a vendor did not win a bid.
Quotes Vendor Browse
