Pricing Quotation exception lists

Pricing Quotation exception lists bring together records that need review outside the ordinary Pricing Quotation lists. Use the Archived tab to choose one of five filters: Archived, Unquoted RFQs, Cancelled RFQs, Rejected Quotations, or Deleted.

If you need to…	Go to
Open the archived exception filters	Open an exception list
Identify the columns and controls on the list	Read the exception-list results
Choose the list that matches the record's exception	Handle list variations and problems
Continue with a record after reviewing a list	Continue from an exception list
Understand the wider Pricing Quotation work area	Pricing Quotation overview
Work with current, non-exception records	Pricing Quotation active lists

Identify the five exception filters and the current result columns.

Before you start

Before you open an exception list, make sure your account includes the Buyout Job Module. When the module is included, the Pricing Quotation list loads; otherwise, the application shows the upgrade surface. The list also appears only in the purchasing area of a saved job when the purchasing tab and its feature conditions are met.

The column set comes from the list layout saved for your workspace. Work from the headers that are visible in the list rather than expecting every available field on every exception route.

Prerequisites

You have access to the Buyout Job Module.
You are in the purchasing area where the Pricing Quotation list is available.
You know which exception you need to review.

Open an exception list

After you confirm access and the purchasing area, an exception filter gives you a saved route for reviewing Pricing Quotation records grouped by the way they left the ordinary list. Open the filter that matches the work you need to review.

Prerequisites

You are on the Pricing Quotation list.
The Archived tab is available.

Steps

Select Archived to open the archived list.

Select Archived to open the exception filters.

Select one filter from the table.

If you need to review…	Select
records with no quotation	Unquoted RFQs
cancelled quotation requests	Cancelled RFQs
rejected quotations	Rejected Quotations
deleted Pricing Quotations	Deleted
the archived landing list	Archived

Confirm the selected filter label at the top of the list.

Result: The selected exception list is open, and its filter label is visible above the results.

Read the exception-list results

After you open a filter, each result row represents one Pricing Quotation record. The list currently shows the fields in the saved layout, so the headers visible on your route are the fields available for that view.

The main archived view shows these ten columns:

Column	What the list displays
Package no.	The identifier assigned to the package
Sales job No.	The sales job associated with the package
Purchaser	The person responsible for purchasing
Sub-supplier	The supplier providing the package item
Client	The client associated with the package
Package title	The name describing the package
Offer price	The quoted amount for the offer
Offer price in €	The quoted amount expressed in euros
Regret reason	The reason recorded for the exception
Regret date	The date recorded for the exception

The list definition includes twelve field types: job number, package stage, package, purchasing responsible, sub-supplier, offer stage, offer type, offer date, offer price, order stage, order date, and order price. The ten columns above are the ones shown in the main archived view.

The list also provides titled controls for Refresh, Table Layout, and Settings. The list has no labelled form fields. The Cancelled RFQs route shows ten columns, ending with Cancel reason and Cancel date. The Rejected Quotations route shows ten columns, ending with Reject date and Reject reason. The Deleted route shows nine columns: Package no., Sales job No., Purchaser, Offer type, Bid due date, Sub-supplier, Client, RFQ stage, and Package title.

Handle list variations and problems

Each filter sends the list request for a different exception stage. Use this procedure to choose the appropriate filter and respond when a list operation stops.

Prerequisites

You are on the Pricing Quotation list.
The Archived filter set is open.

Steps

Select the filter that matches the exception you are reviewing.

If you need to review…	Select	List stage used by the route
records with no quotation	Unquoted RFQs	regretted-offer stage
cancelled quotation requests	Cancelled RFQs	cancelled-offer stage
rejected quotations	Rejected Quotations	rejected-offer stage
deleted Pricing Quotations	Deleted	deleted stage
the archived landing list	Archived	archived list

Remove forbidden characters, confirm that rows exist before exporting, or retry the list operation according to the matching message.

Message	Action
`Forbidden characters detected. Please remove them and try again.`	Remove the forbidden characters from the filter value and submit the filter again.
`NO Data to Export`	Confirm that the list contains data before exporting.
`Load data failed: <message>`	Check the message detail and retry the list operation.

text
 Load data failed: `<message>`

The archived sub-navigation also contains the parent Archived control. Cancelled Orders and rejected orders are not active choices in this filter set.

Result: The selected exception list remains on screen with its filter label visible, or the message-specific correction is ready for the next list attempt.

Compare the Cancelled RFQs filter label with the columns in that list.

Continue from an exception list

After you choose a filter and respond to any list message, continue in the Pricing Quotation record when you need to work on that record. The record page owns the actions available after the list.

Steps

Choose how to continue from the row.

If you need to… Action
open the record in the current page Select a row cell other than the edit cell.
open the record in another browser tab From the row context menu, select Open in new tab.

If you need to…	Action
open the record in the current page	Select a row cell other than the edit cell.
open the record in another browser tab	From the row context menu, select Open in new tab.

Continue with the Purchase job record page for record actions. Return to Pricing Quotation active lists when you need the corresponding active work lists.

Result: The selected record opens in its record page, or the record opens in a new browser tab when you select Open in new tab.