Defining Quotation and Authorization attributes

Set Options - A summary of the activity

Unified Glossary

Basics of using a typical web page

Using Online Help

Quote Generation Basis

Use the drop-down list box to select the basis for generating quotes for repair orders. The list box displays the following options: Manual, Automatic only for Contracted Parts and Automatic for all parts.

  • Manual – Select “Manual” to record quotation manually in the Record Quotes page.

  • Automatic only for Contracted Parts – Select “Automatic only for Contracted Parts” to generate quotation automatically on Release for Shipping, only for the parts which are under contract with the Supplier (Repair Agency).

  • Automatic for all parts – Select “Automatic for all parts” to generate quotation automatically on Release for Shipping, for all the parts irrespective of whether it is under contract with the Supplier (Repair Agency).

The system sets this field to “Manual” by default.

RO Status for non-contracted parts

Use the drop-down list box to select the status of repair orders for non-contracted parts for which the system automatically generates quotations.

By default, this option is set to ”Not Applicable”, if the Quote Generation Basis is specified as “Manual” or “Automatic only for Contracted Parts”.

This field is relevant and hence mandatory if you have selected “Automatic for all Parts” in the Quote Generation Basis field. Then, values available in this drop-down list box would be “Quoted”, “Confirmed” and “Authorized”.

  • Quoted – Select “Quoted” to update the status of Repair Order as “Quoted” on Release for Shipping.

  • Confirmed – Select “Confirmed” to update the status of Repair Order as “Confirmed” on Release for Shipping.

  • Automatic – Select “Automatic” to update the status of Repair Order as “Authorize” on Release for Shipping.

The system sets this field to “Quoted” by default.

Under Warranty Repairs

Use the drop-down list box to indicate whether to generate the quotations for under warranty repairs manually or generate the quotations and authorize the repair order automatically. The system lists the options “Manual Quote” or “Auto Quote and Authorize”.

The system displays the last save value, if any. Otherwise, it displays “Manual Quote” by default.

Quotation Type Allowed for Invoicing

Use the drop down list box to select the quotation type that is allowed for invoicing.

  • Firm – Select “Firm” to allow invoicing the quotations with quotation type as ‘Firm’.

  • Firm and Estimate – Select “Firm and Estimate” to allow invoicing the quotations with quotation type as ‘Firm’ or ‘Estimate’.

The system displays “Firm” by default.

Allow Cost Amend for PO

Use the drop down list box to indicate whether the cost can be amended for the repair order.

  • Yes – Select “Yes” to allow cost amendment.

  • No – Select “No” to prevent cost amendment.

The system sets this field to “No” by default.

Component List Price

Use the drop down list box to indicate whether the Component List Price in the Record Quotes page is enterable or not.

  • Enterable – Select “Enterable” to enter the Component List Price manually.

  • Standard Cost – Select “Standard Cost” to display the Standard Cost of the part as component list price in Record Quotes page on page launch.

The system sets this field to “Standard Cost” by default.

Auto Authorization Limit(%)

The allowable percentage of the repair cost on the Component List Price that can be authorized automatically (Numeric, 28).

Max. Allowable Repair Cost(%)

The maximum allowable percentage limit of the repair cost on the Component List Price (Numeric, 28). If the Repair Cost exceeds the Max. Allowable Repair Cost %, then the Part has to be declared as Beyond Economic Repair (BER).

To proceed