Purchase quote

 

Purchase quotes are trade documents which register the purchase transactions of the company. They calculate subtotal, total and VAT values and generate payments, but the payments are not presented in the payment plan. The timeliness can be specified on such payment either in the form of a date or as a number of days from the date of issuing a quote. The quote can be registered in any currency, but the currency and its exchange rate can be changed also on a document containing items.

          

 

List of purchase quotes

The list of generated purchase quotes is available in tab Purchase under the icon Quotes.

 

ALTUM image445 Purchase quote

Figure 160 Purchase Quotes in tab Purchase.

 

Each item of the list contains:

Number – offer number given in accordance with the applied numeration schemes (see: Configuration -> Numerators)

Date of Issue – date of issuing an offer

Expiration Date – date by which given quote is valid

Vendor Code – code of the vendor the quote was received from

Vendor Name – name of the vendor the quote was received from

Address – address of the vendor the quote was received from

Subtotal Value – subtotal value of the quote

Total Value – total value of the quote

Currency

Status – indicates the current status of a document

Reference Number – reference number of the quote

 

ALTUM image447 Purchase quote

Figure 161 List of purchase quotes.

 

 

The built-in filter options allow filtering of purchase quotes by:

ALTUM image001 Purchase quote      Document status

ALTUM image001 Purchase quote      Document currency

ALTUM image001 Purchase quote      Entity type (vendor or secondary vendor)

ALTUM image001 Purchase quote      Vendor code

ALTUM image001 Purchase quote      Vendor’s address

ALTUM image001 Purchase quote      Date of issue

ALTUM image001 Purchase quote      Expiration date

ALTUM image001 Purchase quote      Quote value

 

The filter panel can be hidden or unhidden by clicking on the buttons ALTUM image030 Purchase quote and ALTUM image030 Purchase quote respectively.

 

          

 

Purchase quote