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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon Utility
DrillDown Icon Sales Management
DrillDown Icon Sales Order Mgmt
DrillDown Icon RMA Management
DrillDown Icon Sales Price List Information
DrillDown Icon Order Configurator (OPTIONAL Module)
DrillDown Icon Customer Quotations (OPTIONAL Module)
DrillDown Icon Quotation & Estimating
DrillDown Icon Component Quote Management
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Find an RFQ
DrillDown Icon Add RFQ from Quote
DrillDown Icon Add an RFQ from Inventory
DrillDown Icon Add an RFQ for New Part
DrillDown Icon Update Quotes
DrillDown Icon RFQ Reports
DrillDown Icon FAQs
DrillDown Icon ManEx Minutes (RFQ)
DrillDown Icon Customer Information (CI)
DrillDown Icon Sales Representitive Information (SR)
DrillDown Icon Inventory Management
DrillDown Icon Material Planning
DrillDown Icon Production
DrillDown Icon Quality/Engineering
DrillDown Icon Administration
DrillDown Icon eManEx
DrillDown Icon ManEx Minutes for All Modules
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Update Quotes

 
Depress the Update Quotes button to have the information forward from the Request for Quote back to the Quotation and Estimating module. 
Information will be forward if:
 
1)   if the information has not been sent to the quote and no component pricing/lead time information has been entered directly into the quote.
2)   if the information has already been sent once from that RFQ, or if information has been entered manually in the quote module then a prompt will appear asking the user if you would like to replace the existing data: 
      a)   if the user selects "No" then only new information is updated in the Quote
       b)   if the user selects "Yes"  
            1)   If no RFQ parts have a null or 0 lead time, then the Quote is updated with the latest RFQ information
            2)   If the RFQ has a part with a null or 0 lead time then it states "some lead times in the RFQ are 0, do you want to replace the Quote lead times with these lead times?"  
      a)   If the user selects "Yes" then the Quote is updated with all the latest information from the RFQ regardless of what was entered previous
      b)   If the user selects "No" then only those lead times greater than 0 will be updated. 
3)  if the part number already has scrap entered in Inventory Control Mgmt, the system will use that as default.  If no scrap has been entered within Inventory, the system will then use the scrap that has been entered within the Quote Customer screen.

Type in your password. A further selection screen will appear:

Depress Update All Quotes. The Quantity / Price Information in the Quotation and Estimating module will update.

 


If you select Update Selected Quote, a list of quotes will appear:

Double click on the desired Quote number.

 

If you select Update Selected Product, a list of products will appear:

Double click on the desired product.

 
 

If you select Update Selected Manufacturer part, the following screen will appear:

Double click to select the desired manufacturer.

 

Once you have updated the quote the item status will change from "Open" to "To Quote"

You can now go back into the Quotation and Estimating module to view and print out the updated quote information. Be sure to highlight the correct Supplier Name to view the quantity and price information.

 

Article ID: 629