Request for Quote Overview Tab
This section includes the fields and descriptions for the Request for Quote Overview tab.
Purchase Process Island
| Field | Description |
|---|---|
| Purchase Process No. | This field shows the number of the current purchase process. The table part shows a line for each request for quote assigned to this purchase process. For further information on the concept of purchase processes, see the introduction to the window Requisitions. |
| Description | In this field, you can enter a description of the current purchase process. The field is for information only. |
| Status | This field shows the status of the current purchase process. |
| Job No. | This field shows the number of the job to which the current purchase process is assigned. |
| Job Name | This field shows the name of the job shown in the field “Job No.” above, if any. |
| Requisitioner Employee No. | This field shows the number of the employee who requisitioned the items on the current purchase process. |
| Name | This field shows the name of the requisitioner employee specified above. |
| Purchaser Employee No. | This field shows the number of the employee who is responsible for purchasing the items on the current purchase process. |
| Name | This field shows the name of the purchaser employee specified above. |
Access Level Island
| Field | Description |
|---|---|
| Access Level | In this field you can specify the name of an access level to apply to the current purchase process. You only have access to the current purchase process and its requisition, requests for quote and purchase orders if you have been assigned to this level or a level above this in the window User Access Levels. This access control ensures that in other windows, you can only refer to information relating to purchase processes to which you have access, and you can only see information about purchase processes to which you have access. Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to purchase processes and its requisition, requests for quote and purchase orders may depend on other factors. For further information about the standard access control configuration and access control in a multi-company model, please see the section “Introduction to the Access Control System” in the Set-Up module.
If no access level is specified, all users have access to the current purchase process. This field also shows the description of the specified access level. |
Company Island
| Field | Description |
|---|---|
| Company | In this field, you can enter the number of the company responsible for the current purchase process. This field also shows the name of the specified company. |
User Island
See the chapter “Getting Started” for a description of the fields in the island User.