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Modify Quote

This page maintains an existing quote.

Related Items

The related item table at the bottom of the page displays if a related item is defined for at least one of the items in your cart. You can add the item to the cart by clicking the select checkbox for the related item.

Quick Add

Item Options

Our - the seller's name for an item.

Your - the customer's name for an item.

Item

A material item. Source: Engineering Workbench (EGMS).

Revision

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

Quantity

The quantity ordered.

Paging Area

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.

Sell 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.

Required Date

The date / time required.

Optimum Shipping Date

Determines the optimum shipping date based on an OSA algorithm. Enabled by the OSA Algorithm checkbox in Sales Orders Policies in Sales Orders in glovia G2.

Configure

A 'Configure' hyperlink displays if this is a configurable item. If an item has already been configured, a 'ReConfigure' hyperlink displays. Clicking the 'Configure' or 'ReConfigure' hyperlink launches the Configurator application. The Configurator is a specialized application that walks you through a series of choices about the features you'd like to include with your item. Once your choices are completed, the item is configured for you. If supported by the Configurator application you can enter in a SmartPart number instead to create the configuration. You must configure the item before the cart is processed or else no configuration occurs. To use a configuration created in a quote, you must copy the quote into a new cart and process the cart as an order.

Delete

If checked, selects the current record for deletion. Click 'Update Cart' to confirm the deletion.

Related Items

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.

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.

Available Quantity

The quantity available.

Net On Hand Quantity

The on hand quantity in a ML minus the committed quantity and minus the non-nettable quantity.

Select

If checked, selects a record for processing. Click 'Update Cart' to confirm the addition.

Hyperlinks

Add Item

Adds an item to the cart.

Update Cart

Saves changes to the cart and re-displays this same page.

Cancel Cart

Empties the cart.

Process Cart

This page maintains additional information for a cart. The additional information is reviewed before amending an existing quote.