Preparing Material Quotation

This page allows you to prepare quotation for materials. Tell me more.

Select the “Prepare Material Quote” link at the bottom of the “Select Customer Order” page or “Prepare Quotation” page.

The “Prepare Material 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
Order Currency	The currency in which the customer order transactions are defined.
Quotation Status	The status of the quotation, which could be “Pending Quote”, “Quoted” or “Partially Quoted”.
Customer #	The number identifying the customer

Enter the following:

Quote Basis

Use the drop-down list box to specify the basis for quotation. The system lists the following options:

Standard – Select this option tp indicate whether the quotation is based on the details given during the creation of customer order.
Planned – Select this option to indicate whether the quotation is based on the details given during planning of the work order(s), which are part of the selected customer order.
Actuals – Select this option to indicate whether the quotation is based on the actuals reported during the execution of the work order(s), which are part of the selected customer order.

User Status

Use the drop-down list box to select the user status of the customer order. The system lists all the “Active” user statuses that are defined in the “Create Quick Codes” activity of the “Customer Order” business component. The system retrieves the customer orders with the user status selected here. The system leaves the field blank by default.

Action

Use the drop-down list box and select “Estimate” if the estimation is done for work unit execution before confirming the quotation, or “Re-Estimate” if the estimation is done for work unit execution after confirming the quotation. The system displays “Estimate” by default”.

Click the “Get Details” pushbutton to retrieve the part requirement details.

Note: The system retrieves all the part details applicable for the customer oder line number.

The system displays the following fields in the “Part Requirement Details” multiline.

Note: The system considers only those customer order line numbers for which Quotation Status is set as "Confirmed" or "Quoted" and “Invoiced?” field is set as “No”, if the “Action” drop-down list box is set as “Re-Estimate”.

Note: If the “Action” drop-down list box is set as “Estimate”, the system considers only those customer order line numbers for which Quotation Status is set as “Pending Material and Labor Estimates”, “Pending Material Estimate”, “Pending Labour Estimates”, “Pending Material Confirmation” or “Pending Confirmation”.

Note: The system considers those customer orders that are in "Confirmed" status, only if the customer order type is either "Bid" or "Prospect" as defined in the "Customer Order" business component.

Note: The system considers only those customer order line numbers for which quotation status is "Pending Material and Labor Estimates”, “Pending Material Estimate”, “Pending Labour Estimates”, “Pending Material Confirmation” or “Pending Confirmation”

Part #	The unique number identifying the part for which the quotation is prepared.
Part Description	The textual description of the part.
Qty	The quantity of the part.
Consumed Qty	The total quantity of parts consumed for executing the task or work order.
UOM	The unit of measurement of the part.
Quote Indicator	Indicates the difference between the quoted quantity at different stages of a Customer Order , based on Quote Basis. The system displays the options “Additional Quantity” or “Additional Part”. For example, if the Quote Basis is “Standard” and Quoted Quantity is 1 for the Customer Order Amendment number 1, and if the Quote Basis is “Planned” and Quoted Quantity is 2 for the Customer Order Amendment number 2, the change in the Quoted Quantity will be reflected in the Quote Indicator as “Additional Quantity”. If the Quote Basis is “Actuals” and if a new part is added, the change in the Quoted Quantity will be reflected in the Quote Indicator as “Additional Part”.
Std. Cost	The standard cost of the part.

Enter the following:

Unit Price – Order Currency

The unit price of the part in terms of customer order currency. (Decimal). Data entry in this field is mandatory, if the part is supplied by the internal source, and if the “Material Pricing Method” is other than “Workunit wise flat” as defined in the “Customer Order” business component

Ensure that a positive value is entered here. This field must be left blank, if the “Material Pricing Method” is “Workunit wise flat”.

Embodiment Fee

The fee charged by the service provider for holding parts supplied by the customer (Decimal). Data entry in this field is mandatory, if the part is supplied by the customer, and if the “Material Pricing Method” is other than “Workunit wise flat” as defined in the “Customer Order” business component.

Ensure that a positive value is entered here. This field must be left blank, if the “Material Pricing Method” is “Workunit wise flat”.

Note: Ensure that either Unit Price or Embodiment fee is specified for each record in the multiline.

Note: Ensure that the Unit Price and the Embodiment Fee are not modified, on clicking the “Prepare Material Quote” pushbutton.

The system displays the following:

Est. Total Price

The price estimated for material usage. This price is calculated using the following formula:

Est. Total Price = Est. Qty * Unit Price.

Margin %

The percentage of margin defined for material usage. The margin % for each part is calculated based on the following formula:

Margin % = ((Unit price - Std Cost)/ Std Cost)*100

This field must left blank if the part is supplied by the customer and if the embodiment fee is specified.

Part Price List #

The unique number identifying the part price list.

Click the hyperlinked Part Price List # to view the part price list details.

Parts Supplied By	Indicates the source that supplies the parts. The system displays “Internal”, if the specified part has stock status attribute set as “Ownership-Internal” in the “User Defined Stock Status” business component. The system displays “Customer”, if the specified part has stock status attribute set as “Ownership-Customer”.
Stock Status	The stock status of the customer part for which maintenance must be carried out.

Enter the following:

Remarks

Any comments pertaining to the quotation (Alphanumeric, 255)

Note: Ensure that at least one record exists in the multiline.

Enter the following below the multiline:

Quotation Comments

Any additional remarks pertaining to the quotation. (Alphanumeric, 256)

Zoom facility available

Note: The system throws error, if any other concurrent user modifies the quotation details.

Click the “Prepare Material Quote” pushbutton to prepare the material quotation.

The system amends the already amended customer order and increments the amendment number by 1, if the customer order is in Processed Status and Re-Estimate is done for the quotation. The amendment details are copied from the customer order and the Quotation Status is changed to “Pending Quote” for the work unit that has been modified.

Note: The system does not allow the amendment of customer orders that are in “Fresh” status.

Based on the Quotation Level specified, the system updates the Quotation Status for each customer order line number of task number, from “Pending Material Estimates”, “Pending Material and Labor Estimates”, “Confirmed” or “Quoted” to “Pending Material Confirmation”.

Click the “Confirm Material Quote” pushbutton to confirm the material quotation.

Based on the Quotation Level specified, the system updates the Quotation Status for each customer order line number of task number, from “Pending Material Confirmation” to “Pending Confirmation”, if the labor estimates have been quoted. Else the system updates the Quotation Status as “Pending Labor Estimates”.

The system does not allow confirmation of material quotation, if the Quotation Status for any part is “Confirmed”, “Quoted” or “Pending Confirmation”.

To proceed carry out the following:

Select the “Generate Material Pricing Report” link at the bottom of the page to generate the material pricing report.

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.

Preparing material quotation – An overview

This page allows you to prepare quotation for materials. You can retrieve the material details for a customer order based on the customer order number, amendment number, order description, order currency, quotation status, customer number, action performed and user status. You can specify the order currency and embodiment fee in the multiline for preparing the quotation. You can prepare resource quotation for those customer orders which are in “Fresh”, “Confirmed”, “Authorized” or “Processed”. You can confirm the material quotation after preparing the quotation.