Quotes
Manage your settings for quotes.
By Rubin and 1 other2 authors17 articles
Enabling fixed price quotesYou can enable fixed price quotes for the contractors to not add extra work.
Change quote settings to require releaseYou can update the user group responsible for releasing quotes ensuring quotes are reviewed internally before being sent to contractors.
Allow extra cost requests on approved quotesYou can enable the contractor Extras feature to allow contractors to request additional costs on approved quoted works orders
Auto-cancel quote requestsAdjust the setting that automatically cancels quote requests if they are not responded to within a specified timeframe.
Allow units to raise a quoteYou can manage whether the units are allowed or not to raise quotes.
Enable or disable competitive quote requirementYou can control whether Unit Managers must select more than one contractor when raising a quote request by enabling or disabling the competitive quote requirement.
Review the quotes before authorisationYou can require selected user groups to review quotes before they are authorised.
PO shows as a quote request after approvalSteps the contractor needs to take to move a purchase order forward when it is stuck on 'Request quote' after being approved.
Allow contractors to reduce the order valueYou can enable contractors to adjust the value of quoted orders.
Remove parts from a supply only orderSteps to follow when parts in a supply-only order are no longer needed due to scope changes or errors.
Supply Only order splitting into multiple ordersYou can prevent supply only orders from splitting by aligning GL codes and budget lines.
Bulk update supply-only item imagesThis article explains how to update supply-only item images in bulk using the Excel template for a supplier, including downloading the template, editing image file names, and uploading the updated…
Error no problem types available when updating quote account codeThis article explains why the error appears when changing the account code on a quote in Access Maintain and what details to provide when raising a support case so the…
Review and select a received quoteYou can review and approve quotes to progress them to a purchase order.
Review and authorise extra cost requestsAs an admin you can approve or reject quote extras from the contractors
View quotes across all sitesYou can view and export all quotes raised across all sites from the Group area.
Query an approved quoted orderAs an admin, you can query an approved quoted order and send it back to the contractor for additional information.