Setup, version, access and navigation

Open Purchase Quotations

Manage vendor quotation records and RFQ responses.

Audience: Purchasing staffPermission: Relevant Purchase view capabilityModule v1.7.9

Exact navigationAdmin Area → Purchase → Quotations

Before you begin

Use an account with Relevant Purchase view capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Manage vendor quotation records and RFQ responses. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Admin Area → Purchase → Quotations.
Select the relevant record, filter, report, model or configuration described below.
Use the displayed action or read the current values without altering unrelated data.
Compare the output with the code-backed rules and expected result in this guide.
Record or correct any mismatch before relying on the output in production.

Fields, choices and supported possibilities

Quotation headerNumber, vendor, linked request, dates, currency/rate and status.

Commercial linesItems, quantity, price, tax, discount, subtotal and total.

EvidenceAttachments, comments, signature/uploaded e-signature, PDF and send activity.

Code-backed validations and workflow rules

Quotation status changes require the dedicated quotation status capability.
Automatic purchase-order creation occurs only when the relevant option is enabled and the quotation reaches the supported approval state.

Expected result and verification

The supported open purchase quotations flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.