A Sales person can only edit the Tender whilst it is in Draft Status. 


If the Status is Customer Review, and the Sales person wants to edit it, they can request for it to be returned to Draft status by a user who has access to Customer Review status. 


Once it goes to Estimator Review, only the Sales Estimators can edit the Tender. Any changes made by the Estimator go back to Customer Review, or if there are no changes, it becomes Accepted. 

NB: Unless the status order is switched, see information about inTenderStatusOrder. 


There are four steps to Load a Tender for Edit:

  1. Load Selected Packages - From tblTenderPackageSelections (TPS) - we can load all these packages and the price is stored in this table  - ie a direct link to tblTenderPackagePrices.
  2. Load the Selected options - this includes all records in the table tblTenderOptionSelection.
  3. Load the Available Packages  - this is all Packages that the user could choose from. This includes the Packages that are Selected (see1 above) and all other packages based on the following rules. 
    • Using tblPackageHouseLinks(TPHL) and the House Type, select all packages where the TPHL record is not deleted (bstdactive = 1), it is available (dtavailable is null or less or equal to current date) and it is not expired (dtexpired is not null and less than or equal to current date) and also that the Package is available (tblPackages dtPackageAvailable is null or less or equal to current date) and Package is not expired (dtpackageexpired > Current Date) and bVisibleToSales is true and Package is not deleted (bstdactive = 1)
    • Also union any Packages where and also that the Package is available (tblPackages dtPackageAvailable is null or less or equal to current date) and Package is not expired (dtpackageexpired > ) and bVisibleToSales is true and Package is not deleted (bstdactive = 1) and bAllHouseTypes is true
    • Using the union of 1 and 2 gives you all the Packages… now using the Pricing Rule from TPHL if applicable (ie it was added from 1 - the price rule says use the house package price or just the package price, or some variation of the other).. and the prices (tblPackagePrice) is not expired and it is the most current.. 
    • Any Package (union of 1 and 2) that does not have a corresponding Price (3) is excluded.

  4. Load the Available Options – this includes all the selected options (see 2 above) and all the options based on the following rules

    • Using tblOptionHouseLinks (TOHL) and the house type from the Tender, select the list of options where the links are available and not expired and the option is available and not expired and the link and the option are not deleted and the Option is Visible to Sales
    • Using the tblOptions where the bAllHouseTypes is true and it is Visible To Sales
    • Union 1 and 2 to get the complete list of Available Options (plus the Options already selected) and then using the Tender Option Prices (which never have house specific pricing) and the Price Level from the Tender where the maxmim effective date..
    • Any Options which do not have a valid Price can be included – but must be marked as pricing estimate required if they are selected in the tender.


Load the Available Packages and Options, and mark them as ticked/selected/show a quantity if they have corresponding items in the selected lists.


See Article : Info - Edit Overview Pop Up.