Selecting quotation for creating purchase order

This page allows you to select the quotation for creating the Purchase Order. Tell me more.

Select the “Quotation Based PO” link under the “Purchase Order” business component.

The “Select 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.

Enter the following in the “Direct Entry” group box:

Quotation #

The number identifying the quotation. based on which the purchase order must be created (Alphanumeric, 40).

Select the “Create PO” link provided alongside, to create the purchase order.

To search for a quotation

Enter the following in the “Search Criteria” group box, to search for a quotation. Data entry in the following fields is optional.

Quotation #	The number identifying the quotation (Alphanumeric, 40). You can enter the quotation number in full or specify it partially using the “*” character. The system retrieves all the quotations with quotation numbers that are similar to the number entered here. Leave this field blank, to retrieve all the quotations.
Location	Use the drop-down list box to select the location in which the quotation is to be raised. The system sets the field blank by default.
Quotation Type	Use the drop-down list box to select the type of the quotation which can either be “Normal” or “Price List”. The system sets the field blank by default.
Quotation Category	Use the drop-down list box to select the category of the quotation document. The system lists all the ‘active’ quotation categories that are defined in the “Create Common Category“ activity of the “Logistics Common Master” business component. The system leaves the field blank by default.
Quotation Date From	The starting date, in the range of quotation dates, from which the quotation details must be retrieved (Date Format). Ensure that this date is lesser than or equal to the system date. The system sets this field to the date that is one month prior to the current system date, by default. Leave this field blank, to retrieve all the quotations, prior to the current server date.

Note: The date entered in “Quotation Date From” field must be less than or equal to the date entered in “Quotation Date To” field.

Purchase for	Use the drop-down list box to indicate whether the purchase order must be created for the login organization or for a group company or for the customer. The drop down list box will display the following options for the category 'Purchase Order' in Purchase Option Settings activity under Logistics Common Master: Self, Supplier and Customer, if both "Purchase Order on behalf of Supplier" and “Purchase Order on behalf of Customer” are set as "Allowed" . Self and Supplier, if “Purchase Order on behalf of Supplier” is set as “Allowed” and “Purchase Order on behalf of Customer” is set as “Not Allowed”. Self and Customer, if “Purchase Order on behalf of Customer” is set as “Allowed” and “Purchase Order on behalf of Supplier” is set as “Not Allowed”. However, if both "Purchase Order on behalf of Supplier" and “Purchase Order on behalf of Customer” are set as "Not Allowed", the sole option available will be Self." Self: Indicates the purchase order is intended for the login organization. Supplier: Indicates the purchase order is intended for a supplier that is a group company. Customer: Indicates the purchase order is intended for a customer Note: You must not select Supplier from the drop-down list box: 1) if the PO type is Sample or Customer Goods; 2) if the expense type of the purchase order is Capital. You can select Customer from the drop-down list box if the PO type is ‘General’, ‘Express’ or ‘Exchange’. In the editable field alongside, enter the Trading Partner # to specify the Supplier / Customer.
Quotation Date To	The ending date, in the range of quotation dates, until which the quotation details must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the quotations that are raised till this date. The system sets this field to the current date by default. Leave this field blank, to retrieve all the quotations, irrespective of the ending date.
Supplier #	The code identifying the supplier (Alphanumeric, 45). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the quotations containing supplier numbers similar to the number entered here. Leave this field blank, to retrieve all the quotations, irrespective of the supplier.
RFQ #	The number identifying the request for quotation (Alphanumeric, 40). This number must have been defined in the “RFQ” business component. You can enter the RFQ code in full or specify it partially using the “*” character. The system retrieves all the quotations containing RFQ numbers similar to the number entered here. Leave this field blank, to retrieve all the quotations, irrespective of the RFQ number.
Part #/ Mfr. Part #	The number identifying the part, which is a line item of a quotation in “Authorized” status (Alphanumeric, 18) or the number provided by the manufacturer of the part. Mandatory.
View Part Info.	Check the box to view the part information. The system displays the Part # and Part Description in the multiline only if this box is checked.

Click the “Search” pushbutton, to retrieve the details in the multiline.

The system displays the following in the “Search Results” multiline.

Quotation #	The quotation retrieved by the system.
Location	The location in which the quotation was raised.
Part #	The number identifying the part.
Part Description	The textual description of the part.
Supplier #	The code identifying the supplier.
RFQ #	The number identifying the request for quotation.
Quotation Date	The date on which the quotation was raised.
Quotation Type	The type to which the quotation belongs.
Quotation Category	The category to which the quotation belongs.
Purchase for	Indicates whether the purchase order must be created for the login organization or for a group company or for the customer.
Trading Partner	Displays the concatenation of Trading Partner # and name in the format “Trading Partner # \| Trading Partner Name”.

Click the hyperlinked quotation number in the multiline, to create the purchase order.

Selecting quotation for creating purchase order – An Overview

You can directly enter the quotation number if you know the exact number, or carry out the search using quotation number, date on which the quotation is created, type of the quotation, RFQ number or user status. The system displays the quotation details in the multiline as per the search criteria.

Note: Only the quotations in the "Authorized" status with the latest amendment number are retrieved. Also, Quotations in which Supplier Offer Date and Price Held Firm Time is greater than or equal to current date are retrieved.