Add parts from approved requisitions to an existing quotation. The requisition line must have a Quotation indicator of 1 (Price quote requested before po) or 2 (Request a price quote).
Follow these steps to add requisitioned parts to an existing quotation.
Open the Requisition assign form (SXASGN).
Organization—Click to select the organization to which the requisition belongs if you use multi-organization security.
Supplier, Store, Buyer, Originator, Requisition—Click to select a supplier, store, buyer, originator, and/or requisition for which to find requisition lines. Click Clear criteria to remove values from the selection criteria fields.
Click to retrieve requisition lines. Datastream 7i displays the lines in the lower section of the form.
Click under Quotation to select an existing quotation to which to assign requisitioned lines.
Print PO/Quote—Select to print the quotation.
Choose one of the following options:
Add specific requisition lines to the quotation—Select Order next to the part to add.
Add all requisition lines to the quotation—Click Assign requisition lines. Datastream 7i selects Order for all requisition lines to add them to the quotation.
Buyer—Click to select a buyer.
Originator—Click to select an originator.
Click Quotation. Datastream 7i copies the selected requisition line items to the specified quotation. Datastream 7i ignores any supplier and originator values entered for the requisition line. The status of the quotation must be U (Unfinished).
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The store specified for the purchase requisition must match the store specified for the quotation. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.