Display the Table of Contents
: : Reviewing and Archiving a Quote
Reviewing the Quote Request
When a quote must be modified, it must first be revised.
- From the validated quote, go to Edit > Revise the quote request. The revised quote is classified.
- In the revision screen, enter a new quote number. A copy of this 'draft' quote is created containing a hyperlink leading to the original quote.
Archiving the Quote Request
When a purchase is given up, the quote budget must be removed from the portfolio analysis. The quote now validated, it cannot be delete and must be classified as 'Archived'.
- From the validated quote, go to Edit > Archive the quote request.
- Confirm. The quote is now archived.
Display the Table of Contents