Purchase Quotation (Internal)

Records the price a supplier has quoted you — supplier, items, quantities, unit prices, tax and terms — as a document of its own that can be compared, printed and later pulled into a Purchase Order, usually after an approved Purchase Requisition has been knocked off into it. Finalising it moves no stock, posts no journal and raises no supplier balance; its only lasting effect is opening its lines for the order to find, and that happens only when the company’s Knock Off Configuration has the quotation-to-order flow enabled. Knock off before the first save: the KO For tab exists only while the document is unsaved.

Overview

The Purchase Quotation (Internal) applet records the price a supplier has quoted you — supplier, items, quantities, unit prices, tax and terms — as a document of its own, so the quote can be compared, printed and later pulled into a Purchase Order. Purchasers open it after a Purchase Requisition has been approved (the requisition lines can be knocked off into the quotation) and before the order is placed.

It is a record-only document: server document type INTERNAL_PURCHASE_QUOTATION (short code PURQUO) carries quantity signum 0 and amount signum 0. Finalising it moves no stock, posts no journal and raises no creditor balance; its only side effect is the document-link / open-queue bookkeeping that lets a Purchase Order find it. The old description of the applet as enforcing “posting integrity” and “financial auditability” through the ledger is wrong — nothing reaches the ledger from here.

Where it fits

Module: Purchasing.

Screens and menus

Menu items: Purchase Quotation (listing) and Line Items (every quotation line across documents). There is no file import / export menu and no inline settings gear in this applet.

Listing. Columns: Doc Short Code (PURQUO), Doc No, Posting Status, Branch Code, Supplier Name, Purchaser, Amount (the only column governed by a setting / permission pair: HIDE_AMOUNT_MAIN_LISTING / SHOW_AMOUNT_MAIN_LISTING), Created By, Created Date, Updated Date, Transaction Date. Toolbar: Create (+), FINAL (multi-select; rows already FINAL are skipped), DISCARD (hidden by HIDE_GENDOC_DISCARD_BUTTON; only ACTIVE rows that are DRAFT or have no posting status), VOID (hidden by HIDE_GENDOC_VOID_BUTTON; only ACTIVE + FINAL rows). The listing loads the last three months by default unless DISABLE_GEN_DOC_LISTING is on, in which case nothing is loaded. The filter panel offers document number, keyword, supplier, branch, sales agent and created-date range; results are capped at 50 per query. There is no print button on the listing.

Create form tabs: Main Details, Account, Lines, Delivery Details, Payment, Department Hdr. CREATE is enabled when Main Details is valid, a supplier is selected and at least one line exists. CREATE stores the document with status TEMP and opens it in the edit form.

Edit form tabs (fixed order — there is no tab-ordering setting in this applet): Main Details, Account, Lines, Delivery Details, Payment, KO For (rendered only while the document is still TEMP and HIDE_KO_FOR_TAB is off), Department Hdr, Contra, Doc Link, Attachments, Export. Buttons: FINAL (DRAFT documents only), SAVE (hidden by HIDE_GENDOC_SAVE_BUTTON; on a TEMP document SAVE converts it to ACTIVE / DRAFT), DISCARD at the foot of the form (same rule as the listing). There is no VOID button on the edit form — VOID is a listing action only — and although the component carries a two-click DELETE handler gated by the applet record’s SHOW_DOCUMENT_DELETE_BUTTON, the template never renders it.

Line editor (Add / Edit Line Item): Item Details (Main Details, Delivery Instruction, Department — hidden by HIDE_DEPARTMENT — and, in edit mode, Doc Link and Delivery Details), Grouped Item (grouped items only), Serial Number / Batch Number / Bin Number (by the item’s sub_item_type), Costing Details (HIDE_COSTING_DETAILS, re-shown per role by SHOW_COSTING_DETAILS) and Issue Link. The Pricing Details tab is commented out of the template. The Lines tab grid hides its three price columns unless the role holds PURCHASE_QUOTATION_DISPLAY_PRICING.

Line Items page: columns Doc Short Code (hidden by HIDE_DOC_SHORT_CODE_PREFIX), Purchase Quotation No, Transaction Date, Item Code, Item Name, Qty, Unit Price (HIDE_UNIT_PRICE_TXN / SHOW_UNIT_PRICE_TXN), Tax Amount (HIDE_SST_VAT_GST_AMOUNT / SHOW_SST_VAT_GST_AMOUNT), Amount (HIDE_AMOUNT_TXN / SHOW_AMOUNT_TXN).

Settings menu (System Configuration): Application Settings, Default Selection, Printable Format Settings, Branch Settings; the routes also expose Webhook, Feature Visibility and the shared permission listings (client-side permission, permission wizard, permission set, user / team / role permission). Personalization: Default Selection and Sidebar.

Configuration

Before you can use it

• Company, branch and location in Organisation. Branch, Company and Location are required on the header. The location is stored on the header (guid_store) but no inventory transaction is ever created from it.
• Suppliers in Supplier. The Account tab requires an entity (entityId required); the supplier’s credit terms populate the Credit Terms drop-down.
• Items in Doc Item Maintenance. Any item type is accepted; serialised / batch / bin items open the matching sub-tab in the line editor.
• Tax codes in Tax Configuration only if you want tax shown on the quote — nothing is posted.
• No GL codes are needed. A quotation posts nothing (see Lifecycle).
• Knock Off Configuration for the company (Organisation → Company → Knock Off Configuration). Two rows matter:
  • an enabled LINE row INTERNAL_PURCHASE_REQUISITION → INTERNAL_PURCHASE_ORDER — this is what the quotation’s KO For tab actually checks, because the tab was copied from the Purchase Order applet: the Purchase Requisition sub-tab appears only when that PR→PO row is enabled, and the requisition picker lists requisitions open for ordering. A tenant that configures only a PR→PQ row never sees the tab.
  • an enabled LINE row INTERNAL_PURCHASE_QUOTATION → INTERNAL_PURCHASE_ORDER so that FINAL quotations are queued for the Purchase Order’s Purchase Quotation sub-tab.
• Backend permissions: TNT_API_DOC_INTERNAL_PURCHASE_QUOTATION_CREATE / READ / UPDATE / DELETE_TGT_GUID; knocking off additionally needs API_TNT_DM_ERP_GENERIC_DOC_LINKS_CREATE. The KO For tab also requires that the user holds TNT_API_DOC_INTERNAL_PURCHASE_ORDER_CREATE_TGT_GUID or is tenant admin / owner — a purchase-order permission, another leftover of the copy.
• Printable formats (Jasper templates) in Printable Format Settings if you want the Export tab to produce a PDF.

Applet settings

Where settings live:

Applet-wide settings are changed by OWNER / ADMIN users through the Settings menu; Personalization is open to every user. Saving merges what you change into the stored settings. Defaults: every toggle below is off / empty unless the row says otherwise — but the shared screen pre-selects the price / discount / tax line toggles as hidden, so the first Save of Application Settings hides the standard-price, UOM-price, discount, tax and WHT line fields unless you untick them.

The table lists the settings that are shown, saved and actually used by this applet.

Read at runtime but with no control anywhere for this applet code (declared and consumed, gated out of the shared screen by showKOTab, showPaymentTab or an applet-code list, and there is no gear): HIDE_AMOUNT_MAIN_LISTING (listing Amount column — only the SHOW_AMOUNT_MAIN_LISTING permission can act on it, and that code is not seeded), HIDE_KO_FOR_TAB, ENABLE_MULTIPLE_KO (multi-row selection in the requisition picker), ENABLE_EDIT_PAYMENT_DATE, MANDATORY_SEGMENT, MANDATORY_DIMENSION, MANDATORY_PROFIT_CENTER, MANDATORY_PROJECT (line Department validators), and the sixteen card HIDE_* / MANDATORY_* keys of the Payment panel. They can only be set by API.

Rendered and saved but never read by this applet: HIDE_LAST_PURCHASE_PRICE, HIDE_VALIDITY_DATE (there is no validity-date field), the default company (written from the branch on the Default Selection screen). SHOW_DOCUMENT_DELETE_BUTTON is read into a flag that no template in this applet uses, and blg-shared-utilities only renders its toggle, so switching it on shows no DELETE button: a quotation you no longer want is discarded (DRAFT) or voided (FINAL) instead. Model-only (no control, never read): the fifteen ENABLE_CUSTOM_STATUS_* keys, ENABLE_ / INCLUDE_ dimension, SST and WHT flags, the default pricing scheme and validity days, the validity-date-required flag, and the edit-settlement-date switch (which the shared screen’s gate hides for this applet).

Document behaviour settings

• Posting is not configurable: FINAL is fixed at quantity 0 / amount 0 (see Lifecycle). The applet sends { posting_status: "FINAL" } with no date_txn_logic and no validation flags, so the backend defaults apply — both irrelevant to a zero-signum document.
• Status flow options: HIDE_GENDOC_VOID / DISCARD / SAVE_BUTTON only. There is no FINAL → DRAFT action, no clone, no listing print and no auto-print after FINAL.
• Transaction date: the Main Details date picker is disabled unless the role holds the SHOW_TRANSACTION_DATE client-side permission; without it every quotation carries the creation date.
• Knock-off: a single KNOCK OFF action per document, while the document is still TEMP. The picker selects one requisition (several when ENABLE_MULTIPLE_KO is on) and copies its open lines and header fields onto the quotation, which becomes ACTIVE / DRAFT — after which the KO For tab disappears.
• Printables: Jasper templates from Printable Format Settings; default from Branch Settings → Printable Format, else PRINTABLE. The Export tab offers EXPORT AS PDF only (DOCX / ZIP are disabled placeholders). The per-branch default was added for this applet in late 2025.
• e-Invoice, workflow / approval, intercompany: none wired.

Feature visibility / permissions

24 client-side permissions are defined for this applet, and every one of them works: the twenty SHOW_UNIT_PRICE_* / SHOW_UNIT_DISCOUNT* / SHOW_QTY_* / SHOW_UOM_TO_BASE_RATIO / SHOW_AMOUNT_STD|NET_EXCL_TAX / SHOW_AMOUNT_TXN / SHOW_DISCOUNT_AMOUNT_EXCL_TAX / SHOW_TAX_CONFIG_SELECTION / SHOW_WHT_CONFIG_SELECTION codes (re-show a line field hidden by the matching HIDE_* setting), SHOW_COSTING_DETAILS (re-shows the Costing Details tab), SHOW_TRANSACTION_DATE (unlocks the transaction-date picker), PURCHASE_QUOTATION_DISPLAY_PRICING (shows the Unit Price, Tax and Amount columns on the Lines tab grid; without it they are hidden and removed from the column chooser) and HIDE_PRICE — a hide permission: a role that holds it loses every price field in the line editor’s Main Details regardless of settings. The two mechanisms are independent: a role can hold PURCHASE_QUOTATION_DISPLAY_PRICING and HIDE_PRICE at once and see prices on the grid but not on the form.

Checked in code but not seeded (cannot be granted from the permission screens until seeded): SHOW_AMOUNT_MAIN_LISTING (listing Amount column) and SHOW_SST_VAT_GST_AMOUNT (Line Items page Tax column).

Feature Visibility and Webhook are the shared screens; the applet adds nothing to them.

Fields

Main Details

Account

Lines (line editor → Item Details → Main Details)

The Department tab (segment, dimension, profit centre, project) applies Validators.required per MANDATORY_* key; the Delivery Instruction tab holds the line’s delivery note; serial / batch / bin sub-tabs validate batch_no, qty, issue_date, expiry_date, bin_code, container_qty, container_measure as required.

Other header tabs

Lifecycle and effects

Statuses: TEMP (created, not yet saved — the only state in which KO For works) → ACTIVE with posting status DRAFT (after SAVE or after a knock-off) → FINAL → VOID. DISCARDED is reached from DRAFT.

What posting does

• Document type: INTERNAL_PURCHASE_QUOTATION, short code PURQUO.
• Money and stock: neither, on every line — the Payment tab’s settlement lines included; a quotation sent through the API as anything else is rejected.
• Journal: none. If journal posting is switched on for every FINAL in your tenant, its job fails with NO_JOURNAL_CREATED for each quotation while the document itself stays FINAL.
• Stock: none, and no effect on cost.
• Opening it for the purchase order: on FINAL, each goods line is opened for every INTERNAL_PURCHASE_QUOTATION → <target> row enabled in the company’s Knock Off Configuration. Without a PQ → PO row the Purchase Order applet cannot find the quotation.
• What VOID reverses: nothing financial — it records the void and its reason, and tidies up the links.

Knock-off and the requisition’s open quantity. The picker shows what the requisition still has open for ordering, and a knock-off into a quotation does not reduce that — the requisition can still be ordered directly. It reduces a requisition’s open-for-quotation quantity only if the company has the PR → PQ row enabled. What does stop a second quotation of the same line is the knock-off itself, which will not copy more than remains after earlier quotations.

Related applets

• Purchase Requisition (Internal) — the only knock-off source; the requisition’s own page should say that a quotation does not consume its PR → PO open quantity.
• Purchase Order (Internal) — the document a FINAL quotation is queued for (koPQ sub-tab, PQ → PO flow row).
• Blanket Purchase Order — the sibling pre-order document.
• Purchase GIN (Internal) — lists quotations among its source pickers.
• Sales Quotation (Internal) — the sales-side equivalent.
• Supplier, Organisation, Doc Item Maintenance, Tax Configuration — master data the form reads.
• Delivery & Installation — source of the Delivery Details grid.

Troubleshooting

Related documentation

• Standard Procurement Workflow — where a supplier quotation sits between requisition and order.
• Purchasing module — the module page and its applet list.