Quotations > Quotations Processing > Quotation Non-Stocked Review

Quotation Non-Stocked Review

You use this program to maintain purchase prices or estimates for non-stocked items which have been used in a quotation but do not have a purchase price or valid estimate held against them.

The non-stocked review is generated when you select the Notify Planner option when creating a quotation (see Quotation Entry).

Toolbar and menu

Field Description
Start Review Displays the results for the review criteria you indicated in the Non-stocked Code Review list view.

You will be able to modify the purchase prices or estimates for non-stocked items and to change their status so that they can be used in quotations.

Change Criteria Enables you to change the review criteria previously selected.

Non-stocked Code Review Criteria

Field Description
Review type  
Estimating Reviews the estimates for made-in non-stocked items.
Purchasing Reviews the purchase prices for bought-out non-stocked items.
Non-stocked codes  
Non-stocked code selection Indicate the non-stocked code(s) you want to include in the review.
Planners  
Planner selection Indicate the planner(s) for whom you want to include non-stocked items in the review.
Buyers  
Buyer selection Indicate the buyer(s) for whom you want to include non-stocked items in the review.

Non-Stocked Code Review

Field Description
Purchase Prices

Uses the Non-Stocked Purchase Prices program to maintain the purchase prices for a bought-out non-stocked item.

Estimating

Uses the Estimates program to maintain the estimates for a made-in non-stocked item.

Change Routes the non-stocked code currently highlighted in the list view to another Buyer (if you selected to review the Purchase prices for bought-out non-stocked items) or Planner (if you selected to review the Estimates for bought-out non-stocked items).
Non-stocked code Indicates the code for the non-stocked item.
Description Indicates the description of the non-stocked item.
Planner

Enter the new planner to whom the non-stocked code must be re-routed.

Buyer

Enter the new buyer to whom the non-stocked code must be re-routed.

Name Indicates the name of the buyer or planner.

Application Help Pane

Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.

You can embed an Application Help Pane:

  • in the main SYSPRO menu

  • in any program with panes, if not using roles

  • when adding a role layout in Design Mode.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.