In the Quoting process have been added the following changes and improvements:
On the Compare Screen (on SO):
- added “Send to Vendor with Costs” checkbox. If the checkbox is set on then Quote will be sent to chosen Vendors with Rate. If checkbox isn’t checked on then Quote will be without the Rate.
- added “Require Customer Acknowledgment” checkbox, by default taken from the SO.
- RO/VO/PO icons are made clickable
- Vendor List cost. If on “Sale Order -> Compare screen” Vendor has related Vendor Quote and list cost was changed, the Changes are also applied:
- to Vendor Rate on Quote on the desktop
- to Rate on Web if was checked “Send to Vendor with Costs” checkbox
Quote Request form
- Item Note, Order Note. If description/note was changed it should not be copied to any related orders: SO/Vendor Quote
- Terms and Conditions. Taken from Company Setting -> Vendor tab
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Vendor Quote form
- Header. Confirmed Date and time, Confirmed Truck type: if data was changed the changes should be applied to web.
- Datagrid.
- Original amount = Original Qty*Original Rate
- Vendor amount = Available Qty * Vendor Rate. If amount was changed the Vendor Rate should be recalculated according to the qty
- Order Note. If Note was changed it should not be copied to any related orders: SO/Vendor Quote
if data was changed the changes should be applied to web - Reject button. After clicking, the popup will be displayed with the suggestion to enter the Reject reason
Compare screen on Estimate
- Copy Quote Request and Vendor Quote to related SO. For the newly created Sale Order should be created:
- New Quote Request. To the new Request will be copied all order and item data from Estimate Quote Request
- New Vendor quotes. If for the Estimate items which were added to SO were approved many Vendor Quotes, the many Vendor Quotes will be created for the new SO. To the new Quote will be copied all order and item data from Estimate Vendor Quote. Not approved Quotes won’t be added.