Quotation Document

A document a vendor sends with his offer: a company profile, a tax certificate, a bid bond. Quotation Type lists the documents an enquiry expects.

Where

Purchasing › Quotation › Quotation Document

Who uses it

The purchase manager

When

At setup

Needs first

Nothing

Every field in plain words

Field	What it means	What to put
Document	The code	Required
Notes	The document's name	Required
Block	Stops it being picked

What it is connected to

• Quotation Type - lists it. A document marked Mandatory there is listed on the reply but not checked on save.