Purchase Quotation (Internal) Applet

Purpose and Overview

The Purchase Quotation (Internal) Applet supports preparing and managing Purchase Quotations (PQ) in a controlled workflow.

It is designed to:

Create purchase quotation documents with structured header, account, and line details
Manage document lifecycle with Draft/Final/Void/Discard controls (availability depends on tenant settings)
Provide operational tools such as contra, attachments, doc links, and export
Support KO (Knock-Off) import from Purchase Requisition when enabled
Provide a cross-document Line Items page for analysis

This applet uses standard BigLedger posting controls: documents are prepared in a draft state and then FINAL is used to post/confirm them. Some actions (SAVE / VOID / DISCARD / KO For) can be hidden by tenant settings.

Key Features Overview

Who Benefits from This Applet?

Purchasers / Procurement team

Create and revise purchase quotations
Maintain supplier, billing, and shipping information
Build line items with pricing and tax totals

Finance / Controllers

Enforce posting controls (Draft vs Final)
Use contra and document links for traceability

Operations

Use attachments and exports for supporting documents

Feature Navigation

The main left menu entries in the applet are:

Purchase Quotation

Listing + create/edit workflow (Final / Void / Discard)

Line Items

Cross-document line analysis (item, qty, price, tax, amount)

Settings

Default selection, field settings, printable format, branch settings

Key Concepts

1. Document status vs posting status

In this applet you may see both:

Concept	Typical values	What it means
Status	`TEMP`, `ACTIVE`	Working state of the record (e.g., newly created vs activated)
Posting Status	`DRAFT`, `FINAL`	Posting control state used for operational locking / downstream controls

Action buttons such as FINAL, VOID, SAVE, DISCARD, and the KO For tab are condition-based (status/posting status) and may be hidden by tenant settings.

2. Minimum data to create/save

The create/edit screens enforce basic validation. For example, CREATE/SAVE is typically disabled when:

Main details form is invalid
Account (supplier/entity) selection is incomplete
No line items exist

Quick Start Guide

Create a Purchase Quotation

Open Purchase Quotation.
Click Create ("+") in the listing.
Fill Main Details (common fields):
- Branch and Location
- Purchaser
- Transaction Date
- Credit Terms (may require supplier/entity selection first)
- Reference, Remarks
- (Optional) Permit No, Tracking ID (can be hidden by settings)
- Currency
Fill Account:
- Entity Details (supplier)
- Bill To and Ship To
In Lines:
- Add line items and quantities
- Review Tax and Total summaries
(Optional) Fill Delivery Details, Payment, Department Hdr.
Click CREATE.

Save, Finalize, Void, Discard

SAVE updates the document (for TEMP documents, SAVE may convert it to active depending on tenant logic)
FINAL posts the document (typically available when posting status is DRAFT)
VOID is available from the listing when enabled
DISCARD is available from the listing and also from within the edit screen when enabled

Purchase Quotation

Listing

The listing provides:

Create ("+")
FINAL
VOID (when enabled)
DISCARD (when enabled)
Advanced search and column toggles

Common listing columns include:

Doc short code / document number
Posting status (shows DRAFT when empty)
Branch code, supplier name, purchaser
Transaction date, created/updated info
Amount (may be hidden by settings)

The listing refresh logic typically loads a recent time window (e.g., last ~3 months by updated date), then you can widen via search/filters.

Create screen tabs

Create uses a tabbed layout with these main sections:

Main Details
Account
Lines
Delivery Details
Payment
Department Hdr

Edit screen tabs

Edit extends the create tabs with operational sections:

KO For (only for TEMP status and when not hidden)
Contra
Doc Link
Attachments
Export

KO For (Knock-Off)

When enabled by tenant settings and available for the current document state, the KO For tab supports importing/knocking-off lines from Purchase Requisition.

Key behaviors:

KO availability is controlled by both applet settings (for example HIDE_KO_FOR_TAB) and KO flow settings
KO may support single or multiple selection depending on a setting (for example ENABLE_MULTIPLE_KO)

Even if additional KO flows (for example Blanket Purchase Order / Purchase Quotation) are enabled at the configuration layer, the current UI implementation focuses on Purchase Requisition KO.

Line Items

The Line Items menu is a cross-document analysis page (separate from the per-document Lines tab).

Typical columns include:

Purchase quotation number
Transaction date
Item code, item name
Quantity
Unit price, tax amount, amount (can be hidden by settings/permissions)

The grid supports grouping and common Ag-Grid tools (filters, export where enabled).

Settings

The applet exposes standard configuration areas (availability depends on tenant policy):

Area	What it controls
Application Settings	Field configuration / field visibility rules
Default Selection	Default company/branch/location selections
Printable Format Settings	Printing layout selection and configuration
Branch Settings	Branch-scoped defaults and behavior
Webhook / Feature Visibility	Integration and feature toggles
Permissions	Permission wizard, permission sets, user/team/role permissions

Personalization

Personalization allows user-level defaults (for example Personal Default Selection) without changing tenant-wide settings.

i18n / Labels

This applet uses @ngx-translate for UI labels (for example, button text and column headers). English strings are provided in the applet’s translation bundle (for example src/assets/i18n/en.json).

FAQ

Q: Why is VOID/DISCARD missing?
A: These actions can be hidden by tenant settings (for example HIDE_GENDOC_VOID_BUTTON / HIDE_GENDOC_DISCARD_BUTTON) and may also depend on document state.

Q: Why can’t I SAVE/CREATE?
A: The applet disables SAVE/CREATE when the document is incomplete (main details invalid, supplier/account selection incomplete, or no line items).

Q: Why don’t I see the KO For tab?
A: KO For is only shown for TEMP documents and when KO is enabled and not hidden by settings.