The General Tab identifies and describes the Purchase Quote. Note especially the Work Order # field, which can be very useful:

Fields: (For help with data entry, see Field Select Boxes and Field Helpers.)

 

Quote ID:

Protected. Generated automatically when the PO Quote is created.

Status:

Protected.

In-Process - From the time of creation and during the time you await responses from Vendors

Closed - When all pricing from all Vendors has been received and entered on the Pricing Tab

Canceled - If, for whatever reason, you click on the Actions button at the lower left and select Cancel Quote.

Date Quoted:

Defaults to Today. Click field to use Calendar Helper.

Description:

Short description to identify purpose of this Quote. Useful on the Lookup screen, etc.

Vendor Message:

You can enter a short message to be seen by this Vendor. Prints on Footer of Purchase Quote.

Quoted By:

Required - Defaults to Logon User ID. Indicates who created this Purchase Quote. You can change this. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Branch:

Defaults to the Branch of the person Quoted By above. You can change this. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Department:

Defaults to the Department of the person Quoted By above. You can change this. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Date Due:

Optional. Click field to use Calendar Helper.

Requested By:

Optional - Indicates which Employee made the Parts Request, usually on a PO Requisition. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Work Order #:

Optional - Links (all the Parts on) this Purchase Quote to a specific Work Order. To search, click the Ellipsis button (…). See Search and Open Lookup Box.

Note: This field is optional because there may be other reasons for getting Purchase Quotes from Vendors, such as ordering for Inventory Stock. However, if the purpose is to get Parts for a Work Order, you will save time by using this field because it will then link any resulting Purchase Order and PO Receipt directly to this Work Order.

Note: You can also enter the Work Order # on the Parts Tab detail line, where it will apply only to that particular Part.

Ship to Location:

Defaults to Company Branch address in the fields below. If you want to change this, select Other and then enter a different address below.

 

---

Page url: http://www.fieldone.com/startech/help/index.html?_purchmanage_purchase_quote_screen_general_tab_.htm