# 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: | If you need to… | Go to | |---|---| | Review every Pricing Quotation | **All** | | Review requests for quotation | **RFQs** | | Review quotations | **Quotations** | | Review outcome lists | **Archived** | | Work with the RFQ record | [Pricing Quotation RFQs](doc:pricing-quotation-rfqs) | | Work with a quotation record | [Pricing Quotation quotations](doc:pricing-quotation-quotations) | | Understand the wider Pricing Quotation work | [Pricing Quotation overview](doc:pricing-quotation-overview) | ## 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](#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 | ![Check the primary list tabs and the list headers before choosing a work list.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2dfbdd15c2b9ed42fadc84c349c4bb2e.png) **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: | Header | What to use it for | |---|---| | **Package no.** | Identify the package. | | **Sales job No.** | Identify the related sales job. | | **Purchaser** | See the purchasing owner. | | **Offer type** | See the offer type. | | **Bid due date** | Check the bid deadline. | | **Sub-supplier** | See the sub-supplier. | | **Client** | See the client. | | **RFQ stage** | Check the request's stage. | | **Package title** | Identify the package subject. | 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. ![Check the RFQ stage and deadline headers in the RFQs list.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b842b1c968965fa36f675e4b63f79c30.png) 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. ![Check the quotation price headers and the titled list controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5dbf07cade72cd7c2e039ffb83c6468e.png) ## 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**. ![Check the four outcome choices under Archived.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/faa03c1296a086cfa0c1cf46fcc7c72a.png) The detailed procedures for these four outcome lists are in [Pricing Quotation exception lists](doc: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](doc:pricing-quotation-rfqs) for RFQ work or [Pricing Quotation quotations](doc: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](doc:pricing-quotation-exception-lists) for the four Archived outcome lists. Use [Pricing Quotation overview](doc: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.