Maintaining Quoter Proposals

The Quoter Proposal Summary allows you to view all the proposals in the bid letting for which the vendor has submitted quotes. To access the Quoter Proposal Summary, expand a bidder/quoter row on the Bidder/Quoter Summary to show the associated quoters. Select Open Quoter Proposal from the Actions menu on the appropriate quoter row.

On the Quoter Proposal Summary, you can view proposals from different quoters by clicking in the Quoters box on the component subheader, and then selecting the quoter's Vendor ID in the list. You can also select a different quoter by using the arrow buttons on the right side of the subheader to scroll through all the quoters on the bid letting.

To display the proposals for which the selected quoter has submitted quotes, locate the proposal by typing criteria in the Quick Find search box, or by clicking Show first 10. The system displays a rolling list of records for the proposals for the quoter that match your search criteria. Each proposal row contains an Actions button and values for these fields:

• Proposal

• Description

• Tot Quote Amt

• Used In Bid

Expand a proposal row to display a list of proposal items for which the quoter has submitted quotes. Each proposal item contains an Actions button and values for these fields:

• Prop Line Num

• Item ID

• Description

• Supp Description

• Quote

• Wk Code

• Wk Cd Src

To delete a proposal for the quoter, select Delete from the Actions menu on the proposal row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

To delete a proposal item for the quoter, select Delete from the Actions menu on the proposal item row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

To save your changes, click the Save button. The system displays a message to confirm that your changes were saved.

Adding Quoter Proposals

To add one or more proposals to the quoter record, follow the steps below:

1. On the Quoter Proposal Summary, click the Select Proposals button.
   
   The system displays a modal window for selecting proposals.

2. In the Select Proposals modal window, first locate the proposal you want to add to the quoter record by typing criteria in the Quick Find search box or click Show first 10.
   
   The system lists all the proposals that meet your search criteria.

3. Click the row for each proposal you want to add.
   
   The system adds a check mark beside each proposal you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Quoter button.
   
   The system closes the modal window and takes you to the Quoter Proposal Summary with the new proposals added to the list.

5. When you are finished maintaining quoter proposals, click the Save button to apply your changes to the system.
   
   The system displays a message to confirm that your changes were saved in the database.

Adding Quoter Proposal Items

To add one or more proposal items to the quoter proposal, follow the steps below:

1. On the Quoter Proposal Summary, choose Select Proposal Item from the Actions menu on the proposal row.
   
   The system displays a modal window for selecting proposal items.

2. Click a proposal item to add it to the quoter proposal.
   
   A check mark appears at the beginning of the row to indicate it is selected.

3. Continue selecting proposal items as needed.

4. When you are finished, click the Add to Quoter Proposal button.
   
   The system closes the modal window and adds rows for the selected proposal items on the Quoter Proposal Summary.

5. In order to save the new proposal items, you must enter values in the Quote and Wk Code fields for each item you added.

6. When you are finished, click the Save button.
   
   The system displays a message to confirm that your changes were saved in the database.

Related topics:

Maintaining Bidders and Quoters