Adding Comments to Quotes

1

Open the quote, go to the Comments section, and click the Add Comment link.

2

In the popup window, enter comment text and click the Save button to save the comments and return to the quote.

3

Refresh the page to see the comment.

• The heading will increment the number of comments.

• The Date/Time/User stamp will appear to the left of the comment text.

4

To enter additional comments, click the Add Comment link again (notice the previous comment is shown in the lower box). Then, enter the text and click the Save button to save the comment and return to the quote.

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5

Refresh the page to see the comment. All comments are shown, the most recent comments on top.

1

In Quote List, go to the desired line item and do one of the following to open the popup window.

• If the Last ~ Comment field, (in the example, Last Disti Comment field) is displayed, in the view and a comment already exists, click the comment text.

• If this is the first comment for this line item, the Last ~ Comment field will be blank. Therefore, click the Comment icon.

2

In the popup window, comment text and click the Save Comments field to save the comments and return to the quote.

3

To see the comment in Quote List (provided the Last ~ Comment field is displayed), refresh the Quote List.

4

To enter additional comments, click the Comment link or the Last ~ Comment text to open the popup window (notice the previous comment is shown in the lower box). Then, enter the text and click the Save button to save the comment and return to the quote.

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5

Refresh the page to see the latest comment displayed in the Last ~ Comment field.

1

On the left nav, click the Batch Update DPAs link.

2

Enter the RFQ ID, either/or the Extra Quantity and/or New DA Expiry Date, and comments. Click the Upload button. WebQuote will display a message indicating the success or failure of the update.

3

Open the quote. Go to the DPA Maintenance and Comments sections to view the changes.