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Lines for Quote

This page displays the line item details of a quote. Click the Line hyperlink to display the delivery schedule for a quote line.

Fields

Line

A consecutive number assigned to uniquely identify each record.

Our Item

The seller's name for an item. Source: Engineering Workbench.

Our Revision

The revision level of an item. An item is uniquely identified by its number and revision number.

Description

A description associated with a material item.

Your Item

The customer's name for an item in the seller's product catalog. Source: Item/Customer Cross Reference Maintenance in Company Tables.

Your Revision

The customer's revision level for an item. An item is uniquely identified by its name and revision number.

Order Quantity

The quantity ordered.

UM

Sales transactions display quantities using the selling unit of measure. Set in Engineering Workbench and Service Item Policies in Engineering. Source: Units of Measure in System Tables.

Unit Price

The price per unit of measure.

PO

The customer purchase order number.

PO line

The order line number.

PO Date

The date of the customer purchase order.

Ship Address

Clicking the Envelope Icon displays a shipping address window. You can change the ship to address for one line or all lines to:

A pre-defined shipping address.

A one time shipping address.

Configured Item

Displays the configuration of a configured item. New!

Hyperlinks

Copy Quote To Cart

Copies the quote lines or order lines to the cart.

Convert This Quote

Converts the quote to an order. The convert hyperlink only displays in the Lines for Quote page if the quote is eligible for conversion.

Modify This Quote

This page maintains an existing quote. The modify hyperlink only displays if the user's cart is empty.