This is the initial phase of the purchase quotation process after the transaction has been successfully saved on the first attempt. During this phase, user can still update / revise the information since the fields remain editable aside from the transaction ID (Purchase Quotation ID), and Workflow Type. After the user verifies all the information is correct, he can proceed to submit it for approval (if there’s an approval process) or post the transaction (if there’s no approval process) or void the transaction. All transactions with this status cannot be exported to another page, including Purchase Order.
This is one of the final processes of the purchase quotation. During this phase, most of the fields in Main Tab are non-editable (except for Supplier Reference No., Remarks, Date Sent, Date Quoted and Valid Until) and fields on items list (except for Quoted Quantity, Quoted UOM, Unit Price, Discount, Price After Discount, Tax and Unit Price w/ Tax). All transactions with this status can be exported to another page, including Purchase Order.
This is one of the final phases of the purchase quotation process where transaction considers as invalid. During this phase, all the fields in Main Tab are non-editable. Thisstatus is only accessible if the transaction does not reach the approved state. All transactions with this status cannot be exported to another page, including Purchase Order.
This is one of the final processes of the purchase quotation. During this phase, posting has occurred. You can finally close a quotation if you do not want additional activity. You cannot reopen a finally closed quotation for further activity. Additionally, this is considered as valid transaction unlike Void.