Entering Quotes and Comments

To add quotes, select the menu item Actions -> Add Quote. The Quotes tab shows and has an empty line.

When entering quotes all fields are required. The only exception is that only one of the check boxes can be selected. The quote is either written or oral. Use the Add/Delete drop down to Add or Delete quotes. If all quotes are deleted, no lines will show and the user has to use the Actions -> Add Quote menu option in order to add a quote.

To enter comments, if applicable, click on the Comments tab.

Right click and select Add. The Date and Author are populated with the current user and allows the entry of a comment.

The Requisition can be saved without required Quote or Bid information, but will need to be filled in necessary before the Requisition can be fully approved.

Once the Requisition is saved and Marked, the Requisition becomes read only and notifications will go out to all required users and the routing process will begin.