Recording fixed price reference details

This section enables you to record fixed price quotations. This is mostly used in structured and routine job works where you will be familiar with the pricing quotations.

Enter the “Search Filters” group box:

Search By

Use the drop-down list box to specify the attribute based on which you wish to proceed with the search. Data selection in this field is mandatory if values are specified in any of the editable boxed alongside. The system lists the following options:

Task #
Part #
Mfr. Part #
Part # / Serial #
COA?
Billable?

By default the system leaves this field blank.

In the editable boxes alongside, select a value corresponding to the search criteria selected based which you wish to retrieve details in the multiline. You can enter the value in full or specify it partially using the “*” character. The system retrieves all the numbers belonging to the “Search Based” specified here. Leave this field blank, if you wish to retrieve all the numbers irrespective of the value entered in this field.

Click the “Get Details” pushbutton to retrieve the search results in the multiline.
Select the icon besides “Summary” to view the summarized price details:

The system displays the following:

Total Billable Material Price	The total price of materials spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
Total Billable Labour Price	The total price of labour spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
Total Billable Other Res. Price	The price of any resource other than materials and labour spent on the maintenance of the part/ / aircraft. Ensure that the price entered here is positive.
Total Billable Fixed Price	The sum of the total material price, total labour price and total of other resources prices. Ensure that the price entered here is positive.

Click the “Get Revision Info” pushbutton to retrieve the revised information.
Select any one of the following radio buttons:

Quote Level

Select this radio button to if you wish to retrieve in the multiline PME level details for a given task.

By default this radio button remains unchecked.

Detail Level

Select this radio button if you wish to retrieve quotation details of tasks at an operation / execution level ie., child level tasks will also be included.

The system displays the following fields in the “Fixed Pricing Details” multiline:

Q. Ind.	Quotation Indicator. This could be any of the following: New - Indicates quote for new tasks. Existing - Indicates that the quote has not been modified for the task. Revised – If the task details are modified with reference to the previous revision .. Note that while creating a quotation this field will be blank.
Rev. Ind.	Indicates whether the execution document was revised after authorization.
Price Disp.	Pricing of the task, which could be any of the following: Priced – Indicates that the system has retrieved the price for the task from the contract. Price Not Found – Indicates that the system is unable to retrieve the price for the task. Note: This field displays details of pricing only if the pricing basis is “Fixed Price”.
Exec. Doc. Type	The type of the execution document associated with the tasks and documents for which you are recording fixed price quotation.
Exe. Doc #	The execution document associated with the tasks and documents for which you are recording fixed price quotation.
Exch. Ind.	Indicates whether the work order is directly involved in the exchange or only the parent work order of this work order is involved.
Parent WO #	The parent work order of the shop work order to which the task is allocated for completion.
Task #	The number identifying the task for which you wish to record fixed price.
Task Seq #	The number identifying the row of task in the execution document.
WBS Code	The work breakdown structure code indicating the attributes that identify whether the task is executed for planning or execution.
Task Desc.	The short name or description of the task.
Pricing Basis	The basis for pricing the task, such as Fixed Price,by Work unit or Fixed price by Object.

Enter the following fields in the “Quoted Work Details” group box:

FP - Mat.	The price of materials spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
FP - Lab	The price of labour spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
FP – Oth. Res.	The price of any resource other than materials and labour spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
FP - Total	Total price of the task to be executed. Ensure the following: The price entered here is positive. The price specified in this field must be equal to the sum of the following prices: Material Price Labour Price Other Resource Price Ext. Repair Price Service Purchase Price Task Addl. Charges Price Note that the primary work center of the task and the execution work center of the task is considered for fixed task pricing.
Remarks	Any remark or comment regarding the quotation.

The system displays the following field:

Sys. Billable?

Indicates whether the task is billable as per the system.

Enter the following fields:

Billable?

Use the drop-down list box to specify whether the tasks are billable in the quote order. The system lists the options “Yes” and “No”.

Ensure that “Yes” is not selected in this field if “Yes” is also selected in the “Warranty Reco?” field.

The system leaves this field blank.

COA?

Use the drop-down list box to specify the state of COA for a task to be performed on a part. COA (Contract Over and Above) refers to the performance of a task which required deviation from the contract over and above without requiring approval. The system lists the following options:

· In Scope - Indicates all the tasks for the fixed price tasks that are specified as In-scope in the sale contract

· Out of Scope - Indicates all tasks that are specified as out of scope in the sale contract.

The system displays “Inscope” by default.

Ensure that if “Out of Scope” is for the root task, all the related child tasks are also selected as “Out of Scope”. None of the child tasks can be inscope

The system displays the following field:

Warranty Reco.?

Indicates whether warranty for the object to be serviced is recommended, which could be “Yes” or “No”.

Enter the following fields:

Warranty Res.?

Use the drop-down list box to indicate whether warranty is necessary for the task. Warranty Res. (resolution) overrides the Warranty Reco. as recommended by the execution.

Note: 1) The warranty resolution that you select for a task must not be “No”, if the Warranty Resolution in the “Quote Main Info” is selected as "Fully Accepted". 2) The system does not allow you to set the warranty resolution for the task to “Yes”, if the same has been selected as “Fully Rejected” in the “Quote Main Info” tab . 3) Billability should be set to “No” if the Warranty Res. is set to “Yes”.

Price Narration

A brief message on the price.

Data entry in this field is mandatory if “Total Price” is specified.

Internal Notes

Details regarding the quotation as provided by the CSM.

The system displays the following field:

Pricing Notes	The pricing notes for the task as available in the sale contract for a fixed price definition of the customer order.
Task Type	The type of the task executed on the maintenance object with reference to an engineering document.
Repair Process Code	The repair process associated with the task as defined in the execution document.
Prev. Approval Status	The approval status of the previous revision.
Pricing Task #	Indicates the pricing task # for a task.
Parent Task #	The parent task # of the task.
Parent Task Desc.	The short name/description of the parent task
Ind. / Excl. Ref. Code	The inclusion/exclusion reference code for the task as defined in the sales contract. This indicates whether the task is stipulated in the customer order.
Part #	The number identifying the part for which you wish to record fixed price quote.
Mfr. Part #	The number assigned to the part, by the manufacturer of the part for which you wish to record fixed price quote.
Mfr. #	The number identifying the manufacturer for whom you wish to record fixed price quote.
Part Serial # / Lot #	The number identifying the Part Serial / Lot # for which you wish to record fixed price quote.
Part Desc.	A textual description of the maintenance part
Aircraft Reg #	The registration of the aircraft for which you wish to record fixed price quote.
Last Updated Log	The name of the columns which were last updated in sequence.
Primary Task #	The number identifying the primary task.
Primary Task Description	A textual description of the primary task.
Q. Count	The number of times the task has been quoted. The system leaves this field blank.
F. Pricing Source	The input source of fixed prices (FP – Mat., FP – Lab. FP – Oth. Res. and FP- Total), such as System or User. This field displays “System”, if no user has modified the fixed prices since they were set in the sale contract. Conversely, “User” is displayed here, if users have modified the fixed prices.

Enter the following fields:

Modification Notes	The reasons for change in fixed prices of the task. This field is mandatory, if the user has modified any of the fixed prices.
Last Modified By	The login ID of the user who last modified the service sale quote.
Last Modified Date	The date on which the sale contract was last modified.

Note: Ensure that at least one row in the multiline is selected.

Click the “Re-Compute Price” pushbutton to recompute the price.
Click the “Save Fixed Price Quote” pushbutton to save the fixed price details to the quotation.

Note: The system allows modifications to be made only Quote # / Rev # which are in "Pending Release" or "Cancelled" or "Revised" statuses.

On creation of a quote

Updates the quote information and generates a Quote # with quote status as “Fresh”.
Generates the revision number as “0”.

On revising contract details

Generates an incremental revision number and saves all the modifications made against the incremental revision # for approved / rejected or re-quoted quotations.

To proceed, carry out the following:

Select the “Quote Info.” tab page to record quote information.
Select the “T&M Ref.” tab page to view details of the estimated tasks.
Select the “Direct Quote” tab page to record details of non-estimated.
Select the “Maint. Object" tab page to view details of parts used to perform tasks.
Select the “Pricing Summary" tab page to have a concise view of prices in all the tab pages.
Select the “Materials” tab page to record quotation for the materials used.
Select the “Resources” tab page to record quotation for labor.
Select the “External Services Ref.” tab page to record quotation for parts sent for external repair.
Select the “Charges” tab page to record details of charges.
Select the “T/C/D” tab page to compute and record details on taxes, charges and discounts.