Pricing Quotation active lists

Pricing Quotation lists at a glance

Pricing Quotation lists are work lists for requests for quotation and quotations that support the pricing stage before an offer. Open them from Pricing Quotation at Sales ▸ Pricing Quotation.

An RFQ is a request for quotation that you review before working with a quotation.

Use the primary tabs to choose the work you need to review:

Before you start

Prerequisites

• Your account includes the Buyout Job Module.
• You know whether you need All, RFQs, Quotations, or Archived.
• You can open Pricing Quotation from the menu.

The list and its tabs appear when the Buyout Job Module is included. If the module is not included, the list surface is replaced by the subscription-upgrade surface. You can review the list without completing required fields or validation groups.

Find and open a list

Prerequisites

• You have the access described in Before you start.

Steps

1. Open Pricing Quotation.

2. Select the tab that matches your work.

   If you need to…	Select
   Review every Pricing Quotation	All
   Review requests for quotation	RFQs
   Review quotations	Quotations
   Review outcome lists	Archived

   If you select…	You open…
   All	the complete Pricing Quotation list
   RFQs	requests for quotation
   Quotations	quotations
   Archived	archived Pricing Quotation outcomes

Result: The selected Pricing Quotation list opens at its corresponding address.

Understand the active list

An active list is a table of Pricing Quotation work. The headers tell you which request, person, supplier, client, stage, date, or price each row contains.

The main RFQ list shows these headers:

The headers change with the list you select. All uses Package stage; RFQs uses RFQ stage; Quotations adds Offer price and Offer price in €. The list also shows Refresh, Table Layout, and Settings as titled controls.

Your saved list layout determines the headers you see, so use the headers currently shown in your list when you compare rows. The list supports column reordering and resizing. It displays 30 records per page and provides page-navigation buttons.

The standard grid displays the record count, offer total, order total, and order-backlog total in the configured main currency. The grid has a visible header filter. Filter Row exposes filter cells beneath the column headings; apply the criteria with the filter action or by pressing Enter. Grouping starts collapsed when it is available. The standard grid's columns, visibility, data types, widths, and captions come from the selected saved layout, so the concrete column set can differ between accounts or saved layouts.

The Orders tab is not available on this screen.

The primary list shows 18 additional visible controls without text labels. The screen has no labelled form fields. Use the titled controls when you need to refresh, change the list layout, or open settings.

Open the Archived list choices

Archived lists are outcome lists for Pricing Quotation work that is no longer in the main active lists. Select Archived when you need to review those outcomes.

Prerequisites

• You have opened the Pricing Quotation list.

Steps

1. Select Archived.

2. Choose the outcome list that matches the work you need to review.

   If you need to review…	Select
   RFQs without a quotation	Unquoted RFQs
   Cancelled RFQs	Cancelled RFQs
   Rejected quotations	Rejected Quotations
   Deleted Pricing Quotations	Deleted

3. Use the headers on the selected outcome list.

   List	Additional headers
   Unquoted RFQs	Regret reason, Regret date
   Cancelled RFQs	Cancel reason, Cancel date
   Rejected Quotations	Reject date, Reject reason
   Deleted	RFQ stage

The Received choice is not available under Archived.

The detailed procedures for these four outcome lists are in Pricing Quotation exception lists.

Result: The selected archived list opens with its outcome-specific headers.

When the list does not match

Use this procedure when a filter, subscription, or saved layout prevents you from getting the list view you expect.

Prerequisites

• You have opened the Pricing Quotation list.

Steps

1. Match what you see with the alternatives below and follow the corresponding action.

   What you see	What to do
   Forbidden characters detected. Please remove them and try again.	Remove the forbidden characters from the filter and submit it again.
   The list or its tabs do not appear	Check that your account includes the Buyout Job Module.
   The headers differ from another list	Work from the headers currently shown in your saved list layout.

Result: The filter is corrected, the subscription requirement is identified, or you have the current saved-layout headers to use for comparison.

Export availability depends on your access. Opening a record from a data row and using an alternate saved layout are separate actions from choosing a list tab.

Know what is next

A Pricing Quotation row identifies work that can continue in its record. Select a data-row cell other than the edit-cell area to open the corresponding Pricing Quotation record. From there, continue in Pricing Quotation RFQs for RFQ work or Pricing Quotation quotations for quotation work.

To keep the list open while opening a record, open the row context menu and select Open in new tab.

Use Pricing Quotation exception lists for the four Archived outcome lists. Use Pricing Quotation overview for the wider work flow.

Result: You have the list that matches your work and the focused page for the next record task.