Quotes

Concept

The Quotes page works with purchase quote records in the Supply Chain Management module. It supports item, inventory, purchasing, sales, or activity workflows depending on the selected SCM area.

Fields

FieldMeaning
Quote NoQuote reference.
VendorQuoting vendor.
AmountQuoted amount.
StatusReview state.

HowTo

  1. Open SCM and choose Quotes from the Purchasing area.
  2. Use filters or search to find the item, customer, vendor, transaction, or report record.
  3. Open the record to review quantities, values, dates, status, and linked documents.
  4. For editable workflows, choose New or Update, complete the required fields, and save.
  5. Confirm that stock, balances, prices, or transaction status now reflect the change.
Screenshot: SCM Quotes list and detail view