Viewing quotation

This page allows you to view the quotation for the resources. Tell me more.

Select the “View Quotation” link at the bottom of the “Select Customer Order” page.

The “View Quotation” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the “User Preferences” business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following fields in the “Customer Order Details” group box:

Customer Order #	The number identifying the customer order
Amendment #	The number identifying the amendment of the customer order
Order Description	The textual description of the customer order
Customer #	The number identifying the customer
Quotation Level	The level at which the quotation is prepared, which could be “Order Level”, “Order-line Level” or “Task Level”.
Invoice Basis	The basis for invoice, which could be “Quote”, “Actuals”.
User Status	The user status of the customer order
Quotation Status	The status of the quotation, which could be “Pending Quote”, “Quoted” or “Partially Quoted”.
Order Currency	The currency in which the customer order transactions are defined.
Last Quote Basis	Indicate the basis for quotation, which could be “Standard”, “Planned” or “Actuals”.

To proceed carry out the following:

Select the “Customer Order Value Details” tab to view the customer order value details.

Refer to the topic “Viewing customer order value details” to view the customer order value details.

Select the “PO Details” tab to view the purchase order details for the customer.

Refer to the topic “Viewing purchase order details” to view the purchase order value details.

The system displays the following fields in the “Work Content Details” multiline:

Customer Order Line #	The customer order line number.
Work Unit #	The number identifying the work unit that must be performed on the maintenance object.
Work Unit Type	The type of the work unit, which could be “Task”, “Standard Procedure” or “Work Package”.
Est. Man Hrs.	The total man-hours estimated for the “skill” type resources to complete the work unit.
Quoted Labour Hrs	The labor hours quoted for executing the work unit.
Actual Labour Hrs	The actual labour hours for executing the work unit.
Quoted Facility Hrs	The quoted hours for utilizing the facility.
Actual Facility Hrs	The actual hours estimated for utilizing the facility.
Labor Rate / Hr	The hourly rate for executing the work unit.
Facility Rate / Hr	The hourly rate of the facility.
Est. Resource Price	The price estimated for resource utilization.
Est. Material Price: Flat	The flat price for material usage.
Est. Misc Price	The estimated miscellaneous cost that will be incurred by the work unit execution.
Total Value	The total value of the customer order.
Reference Document #	The reference document number associated with the customer order.
Reference Type	The reference document type for the customer order.
Part #	The part number against which the customer order is created.
Serial #	The serial number of the part for which the customer order is created.
Billable?	Indicates whether the work unit execution must be billed or not.
Quotation Status	The status of the quotation which could be “Pending Quote”, “Quoted” or “Partially Quoted”.
Revision #	The revision number of the work unit.
Work Unit Description	The textual description of the work unit.
Job Status	The job status of the work unit specified in the customer order, which could be "Component Facility", "Make", "Make Job", "Miscellaneous", "Piece Job", "Piece Part", "Project", "Receipt-Inspection" or "Unplanned".
Pricing Basis	The pricing basis, which could be “Flat”, “Part No”, ”Part Group” or “Part Type”.
Remarks	Any additional comments pertaining to the quotation.

The system displays the following field below the multiline:

Quotation Comments

Any additional remarks pertaining to the quotation.

To proceed carry out the following:

Select the “View Material Quotation” link at the bottom of the page to view the material quotation details.

The system displays the following in the “Record Statistics” group box:

Quoted by	The login ID of the user who prepared the quotation.
Quoted Date	The date on which the quotation was prepared.
Last Modified By	The login ID of the user who last modified the quotation.
Last Modified Date	The date on which the quotation was last modified.

Viewing Quotation – An overview

This page allows you to view the quotation for the resources. You can view the customer order value details such as labor rate/hour, facility rate/hour, total quoted hours for routine and non-routine work units, total material price, resource price, miscellaneous cost, facility hours and customer order value. You can also view the purchase order details and work content details in this page.