Inquiry Lines
Inquiry Lines is used to create the inquiry
lines of an inquiry. The lines can be automatically given, if the
function/wizard Add Inquiry is used from own of these modules: Quotes, Orders,
and Projects. An inquiry line can only be deleted if the inquiry is
unlocked and the reference is to the module Stock or Projects.
Add Article:
is used to insert a new inquiry line:
An article must be located in either:
article templates, articles, stock, or project articles. Template articles only
provide static properties, where the others provide all properties. To ease the
search for an article, the search can be done across properties and property
values. When selecting properties at the top, only articles matching all
properties will be shown. Once the desired article is located and added, a new
inquiry line is created and the inquiry line information must be entered and
dynamic properties, if an article template was selected.
Print Inquiry: Clicking the icon will perform a quick print of the report
Inquiry.
Preview Inquiry: Clicking the icon will open a new window with a preview of the
report Inquiry.
Show Price History: By activating the button, displays a new
window with graphs of prices. The graphs show purchased and gross sales price
for an article in a given period. If the mouse is placed at a price point are
shown, respectively, the supplier if the article was purchased and the customer
if the article is sold. On the right side indicate the period as desired,
default is the period of 1 year.
Line No*:
Mandatory line number for the inquiry line, which is automatically provided,
but can be overwritten.
Qty*: Number
of items to inquiry.
Qty Calc:
Shows Qty converted to the unit of the article type. ItÂ’s a calculated
field.
Unit: Shows
the unit used for pricing.
Price Per Unit: Normally is the price not given, because at the time the inquiry
is generated, the price is unknown. When the price is given from the supplier,
it can be filled in to the field Price Per Unit. The price will now be
used on the purchase, if the icon Copy To Purchase is clicked. It will
be automatically calculated if a value is given in the field Total Price.
Total Price:
Normally is the total price not given, because at the time the inquiry is
generated, the total price is unknown. When the total price is given from the
supplier, it can be filled in to the field Total Price. The total price
will now be used on the purchase, if the icon Copy To Purchase is
clicked. It will be automatically calculated if a value is given in the field Price
Per Unit.
Delivery Date*: The desired date of delivery, mandatory field.
Tag:
Optional tag for traceability.
Comments:
Optional comment for the inquiry line.
Receive Control: Optional - must be selected from a drop-down list from the module Receive
Control.
Article No:
Shows the article no from the module Article Templates.
Description 1/ Description 2: Shows the formula result of the article
based on the article type, including static and dynamic properties. If no
formulas are used, description 1 or 2 is direct given from the module where the
article is registered.
BOM Article:
Is checked if the inquiry line is created with the Add Inquiry Wizard
from the Projects module. If BOM Article is checked, Qty and dynamic
properties are locked.
Usage: Shows
the number of attachments from BOM lines.
Properties
tab: Shows properties for articles on inquiry lines. When an article template
is located, dynamic properties must be entered here.
Related Files tab: On this tab it is possible to register files that are related
to the inquiry line, drawing and text files etc. The files are saved into the
system and are placed in the folder specified in the popup Client/Server Setup
and with the Shared file path viewing below. Use append (+) bottom to add
files. Up and Down are used to alter the order of files.
