| Convert Quote to Proposal (EQ31) | Previous Top Next |
| Function | Facility to Convert the Quote raised against an Enquiry to Proposal. |
| How To Use | Select the Proposal Reference from the Available proposals to modify or delete.Click Add to create a new Proposal through the Auto numbering.Enter the Necessary details.Click Items to register the Items against the Proposal.New Items can only be added by converting an existing Quote to Proposal.Item details can be deleted or modified of the selected Item. |
| Filter | Selection Criteria![]() Specify the selection criteria and click Ok to continue or Cancel to Add proposals. |
| Query Screen | View Proposal![]() Select the existing Proposal to either modify or Delete.Click Add to create a new Proposal. |
| View More | View the details of the Proposal and the Items. |
| Add | Auto number Form![]() Enter the Autonum Doc Type and the Date and click Next to continue.Enter the Indentor's remarks and comments.Add Details ![]() Click Items to add Items for the Proposal. |
| Items | List of Items![]() Items can be modified or deleted. Click Convert Quote to add items from an existing Enquiry for the given supplier and Quote sequence to the proposal. |
| Convert Quote | Select Items ![]() Select the Enquiry No,Supplier No and Quote Seq from which the Items are to be selected.Use the buttons |
| Pre-requisites | Enquiry and the Quote has to be Raised Prior to Using the Convert Quote. |
| Notes |