Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Quotes

Use this screen to view the quote request and enter quote data.

Quotes with status of Closed or Void, or if the quote is expired, cannot be edited. If an expiration date is available, this date determines if a quote can be edited.

If a supplier updates the note or attaches a quote, the application sends an email notification to the buyer that the quote has been sent. You can print the request for quote (RFQ) and the quote from this screen. To create a quote against the RFQ, select an RFQ from the header section and click the Generate Quote button, this loads RFQ lines with Open status. This action automatically loads the information to the vendor quotes child table window (CTW) and the Quote Lines subtask from the selected RFQ.