Create a new quotation from existing approved requisition lines. The requisition line must have a Quotation indicator of 1 (Price quote requested before po) or 2 (Request a price quote).
Datastream 7i users with the proper authorization can create quotations from existing approved requisition lines with U (Unfinished) or R (Ready for printing) status.
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To grant users the authorization to create quotations from existing requisitions with U (Unfinished) or R (Ready for printing) status, you must create the appropriate status authorizations for the QUOT entity on the Status change authorization form (BNAUTH). You can also create equivalent user codes for U (Unfinished) or R (Ready for printing) status to which to assign to generated quotations. |
Follow these steps to create a new quotation from requisition line items.
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 requisitions. Click Clear criteria to remove values from the selection criteria fields.
Quote Status—Click to select the status of the generated quotation.
Print PO/Quote—Select to print the generated quotation.
Click to retrieve the requisition lines. Datastream 7i displays the lines in the lower section of the form.
Order—Select to add a specific requisition line to the quotation.
Click Quotation. Datastream 7i copies the selected requisition line items to the new quotation and displays the quotation number. If you have selected Print PO/Quote, Datastream 7i also prints the quotation.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.