Preparing quotation

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

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

The “Prepare Quotation” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. 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”.

Note: You cannot modify the quotation details at work unit level, if the “Quotation Level” is “Order Level”. Similarly you cannot modify the quotation details at order level, if the “Quotation Level” is “Task Level”.

Invoice Basis

The basis for invoice, which could be “Quote”, “Actuals”.

Enter the following:

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.

The system displays the following:

Quotation Status

The status of the quotation, which could be “Pending Quote”, “Quoted” or “Partially Quoted”.

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.

The system displays the following:

Order Currency

The currency in which the customer order transactions are defined.

Enter the following:

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 customer order value details and work content details.

Note: If the “Action” drop-down list box is set as “Re-Estimate”, the system performs the following on clicking the “Get Details” pushbutton:

Retrieves all the tasks or the customer order line numbers based on the Quotation Level specified for the customer order.
Retrieves the customer order line numbers, work unit numbers and task numbers whose Quotation status is "Confirmed", "Quoted" or “Quote Approved”.
Retrieves all the quotation details in the “Customer Order Value Details” tab page and “Work Content Details” multiline for each customer order line number or task number.
Update the Quote revision count with the latest revision number +1.

To proceed carry out the following:

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

Refer to the topic “Entering customer order value details” to enter 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 details.

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

Note: The system retrieves all the work units applicable for the customer order number, whose quotation status at work unit level is either "Pending Material & Labour Estimates", "Pending Labour Estimates", "Pending Confirmation", “Pending Material Confirmation, and Planning Status is "Planned" or “Unplanned".

Note: The system retrieves all the unplanned workunits for which “Quotation Required?” and “Billable? are set as “Yes” and Quotation status is other than “Confirmed” or “Quoted”, if the Resource Pricing Method is set as “Workunit wise flat” in the “Customer Order” business component.

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.

Enter the following:

Quoted Labour Hrs

The labor hours quoted for executing the work unit (Decimal). Mandatory.

Ensure that a positive value is entered in this field.

Quoted Facility Hrs

The quoted hours for utilizing the facility (Decimal).

Ensure that a positive value is entered in this field.

The system displays the following:

Actual Labour Hours	The actual labour hours for executing the work unit.
Actual Facility Hours	The actual hours estimated for utilizing the facility.

Enter the following:

Labor Rate / Hr

The hourly rate for executing the work unit (Decimal).

Ensure that a positive value is entered in this field.

Facility Rate / Hr

The hourly rate of the facility (Decimal). This field must not be left blank, if the “Quotation Level” is “Work unit Level” or “Task Level”.

Ensure that a positive value is entered in this field.

Note: The Labor Rate / Hr and the Facility Rate / Hr fields must be left blank, if the Resource Pricing Method is set as “Workunit wise flat” in the “Customer Order” business component.

Note: If the “Resource Pricing Method” is set as “As Entered” and the “Quotation Level” is set as “Order-line Level” in the “Customer Order” business component, the system performs the following:

Considers the Std. Labor Rate / Hr and Std. Facility Rate / Hr defined in the “Customer Order” business component, as the Labor Rate / Hr and the Facility Rate / Hr for each customer order line number.
Calculates the quoted labor hours as the sum of the labor hours reported across all the work units and customer order line number.
Calculates the quoted facility hours as the sum of the facility hours reported across all the work units and customer order line number.

Note: If the “Resource Pricing Method” is set as “As Entered” and the “Quotation Level” is set as “Task Level” in the “Customer Order” business component, the system performs the following,

Considers the Std. Labor Rate / Hr and Std. Facility Rate / Hr defined in the “Customer Order” business component, as the Labor Rate / Hr and the Facility Rate / Hr for each customer order line number, Work Unit # and Work Unit Type.
Calculates the quoted labor hours as the sum of the labor hours reported across each customer order line number, work unit number, work unit type.
Calculates the quoted facility hours as the sum of the facility hours reported across each customer order line number, work unit number, work unit type.

Est. Resource Price

The price estimated for resource utilization (Decimal). Mandatory. Ensure that a positive value is entered in this field.

Note: The system calculates the estimated resource price based on the following formula:

Est. Resource Price = (Facility Rate / Hr * Quoted Facility Hours) + (Labor Rate / Hr * Quoted Labor Hours)

Note: The system performs the resource price calculation only if the “Billable?” is set as “Yes” and Quotation Required” is set as “Yes” in the “Customer Order” business component.

Est. Material Price: Flat	The flat price for material usage (Decimal). Mandatory. Ensure that a positive value is entered in this field. The estimated material price is calculated using the total material price of all billable part requirements and embodiment fee applicable for the customer order line number, task number.
Est. Misc Price	The estimated miscellaneous cost that will be incurred by the work unit execution (Decimal) Ensure that a positive value is entered in this field.

The system displays the following:

Total Value	The total value of the customer order. The total value is calculated as the sum of Estimated Resource Price, Estimated Material Price: Flat and Estimated Miscellaneous Price.
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.

Enter the following:

Billable?

Use the drop-down list box to specify whether the work unit execution must be billed or not. The system lists the options “Yes” and “No”. The system displays “Yes” by default.

The system displays the following:

Quotation Status

The status of the quotation which could be “Pending Quote”, “Quoted” or “Partially Quoted”.

Note: For each customer order line number with “Quotation Required?” and “Billable? Fields set as “Yes”, the system updates the Quotation Status as "Pending Material and Labour Estimates", if billable part requirements and resource requirements exist for the workunit. If there is no part requirement or only non-billable part requirements exist, the system retains the Quotation Status as "Pending Labour Estimates".

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".

Note: On clicking the “Get Details” pushbutton, the system updates the job status of all the work units specified in the customer order as “Planned”. If additional work units are added, the system updates the job status as “Unplanned” for each customer order line number-work unit number combination.

Pricing Basis

The pricing basis, which could be “Flat”, “Part No”, ”Part Group” or “Part Type”.

Note: The system updates the pricing basis for each work unit, based on the pricing policy defined in the “service price List” business component.

Enter the following:

Remarks

Any comments pertaining to the quotation (Alphanumeric, 150)

Note: Fetch all the work units whose quotation status is other than Confirmed, Quoted or quote approved

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

Enter the following:

Quotation Comments

Any additional comments pertaining to the quotation (Alphanumeric, 150)

Note: The system retrieves the Total Labor Cost, Total Material Cost, Misc. Cost and Total Cost specified in the “Repair Order” business component, as the Est. Resource Price, Est. Material Price: Flat, Est. Misc Price and Total Value fields respectively, If the Execution Facility is set as 'External' for the customer order and if the Pricing Basis is set as “Cost Incurred” for the “Pricing Policy for External Repair Services” in the “Service Price List” business component.

Note: If the Pricing Basis is set as “Cost Incurred” for the “Pricing Policy for External Repair Services”, the system determines the Total Value for External Repair Services based on the Total Labor Cost, Total Material Cost, Misc. Cost and the Pricing Factor.

Note: If the quotation level of the customer order is “Task level”, the system performs WBS of all the workunits whose planning status is “Planned” or “Unplanned”, “Quotation Required?” and “Billable?” are set as Yes, and Quotation status is other than "Pending Material Confirmation", "Pending Material Estimates", "Confirmed" or "Quoted".

Note: If the material quotation is confirmed, the system updates the Quotation Status as "Pending Confirmation".

Select the “Prepare Quote” pushbutton to prepare the quotation for resources.

The system performs the following:

Considers the customer orders with status “Confirmed”, only if the customer order type is “Bid: or “Prospect” as defined in the “Customer Order” business component.
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.

Throws an error message, if any other concurrent user modifies the quotation details.
If the Quotation Level is “Order Level”, “Workunit Level” or “Task Level”, the system performs the following on clicking the “Prepare Quote” pushbutton:

Updates the Quotation Status for each work unit from “Pending Material and Labor Estimates” to “Pending Material Estimates”.
Updates the Quotation status from “Pending Labor Estimates” as “Pending Confirmation”

Retains the Quotation status of the workunit or the task as “Pending Confirmation”, if the “Est. Material Price: Flat” is not modified after being retrieved in this page. Else the Quotation Status is updated as “Pending Material Confirmation”.
The system does not allow modification of “Est. Resource Price” or “Est. Misc Price” even if the Quotation Status is set as Pending Material Confirmation.
Updates the Quotation status of confirmed work unit or task to “Pending Confirmation”, if the “Material Quotation Prior to Quote Confirmation” drop-down list box is set as "Not Required in the “Set Options” activity of the “Customer Order” business component. Else the Quotation Status is changed to “Pending material Confirmation”.
Updates the Quotation Status of the customer order line number or task number for which “Billable?” is set as “No” in the multiline, as “Not Required”, and igores the corresponding record in the multiline.
Select the “Confirm Quote” pushbutton to confirm the quotation.

The system allows confirmation of the quotation only if the “Material Quotation Prior to Quote Confirmation” drop-down list box is set as "Not Required", in the “Set Options” activity of the “Customer Order” business component.

Note: The system updates the Quotation Status for each workunit as "Confirmed" and updates the order level quotation to "Quoted", on clicking the “Confirm Quote” pushbutton.

Select the “Compute Price” pushbutton to compute the price details.

Note: For the selected customer order number, if the “Resource Pricing Method” is set as “Service Price List” in the “Customer Order” business component, the system calculates the resource price using the pricing logic defined in the “Pricing Settings” business component.

Note: For the selected customer order number, if the “Material Pricing Method” is set as “Service Price List” or “Part Price List” in the “Customer Order” business component, the system calculates the material price using the pricing logic defined in the “Pricing Settings” business component.

To proceed carry out the following:

Select the “Prepare Material Quote” link at the bottom of the page to prepare the material quotation.
Select the “View CO Cost History” link at the bottom of the page to view the customer order cost history.

Refer to “Customer Order” online help for more 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.

Preparing quotation – An overview

This page allows you to prepare quotation for the resources utilized. This quotation resources can be prepared based on the customer order value details such as total quoted hours for routines and non-routines, total material price, total resource price, total miscellaneous cost, total facility hours and total order value, and purchase order details. You can prepare quotation for those customer orders which are in “Fresh”, “Confirmed” , “Authorized” or “Processed” status.