Record and Submit Vendor Quotation
1. Form Initialization & Party Selection
- Given the user navigates to the "Quotation From Vendor" module,
- When the form is opened,
- Then Document Type ("Quotation From Vendor"), Your Party Type ("COMPANY"), and Other Party Type ("Vendor") should be auto-populated and read-only.
- And the Transaction Date should default to the current date (but remain editable).
- And the user must be able to select the Document Number Prefix, enter the Document Number, select Your Party Name (e.g., Vinayak Diamond Tools), and select the Other Party Name (the vendor providing the quote) from dropdowns.
2. Linking the Purchase Requisition
- Given the header details are filled,
- When the user clicks the Purchase Requisition dropdown,
- Then they should see a list of approved PRs that are awaiting vendor sourcing.
- And upon selecting a specific PR, the system should ideally auto-populate the "Line Items" grid with the items and quantities requested in that PR to prevent double data entry.
3. Managing Line Items & Calculations
- Given the user is entering the quoted pricing,
- When they add or modify a row in the Line Items grid (selecting Item, Order Unit, Qty),
- Then they must be able to input the quoted Price (Excl GST), apply any Disc Type and Disc val (Discount Value), and specify the Tax (%).
- And the system must automatically calculate and display the Taxable Amt and Gross Amt for that specific line item based on the entered inputs.
- And the user can add additional items not on the original PR by clicking "Add New Item", or remove items by clicking the trash can icon.
4. Summary Totals & Attachments
- Given all line items are priced and calculated,
- When the grid is updated,
- Then the summary fields at the bottom (Taxable Amount, Total, Rounding Off, Total Amount) must auto-calculate to reflect the aggregate totals of all line items.
- And the user must be able to upload a digital copy of the vendor's actual quote document using the Acknowledgement Image file chooser.
- And the user can add contextual details in the Additional Note text area.
5. Submission & Workflow Trigger
- Given all mandatory fields are completed and the totals are verified,
- When the user clicks the "Submit" button,
- Then the Vendor Quotation is saved and its status updates to "Pending Approval".
- And the system routes the quotation to the designated approver (e.g., Procurement Manager or Department Head).
- And upon final approval of this quotation, the workflow is unlocked to generate a Purchase Order (PO) against these specific terms.