Authorizing quotation at the line level

This page allows you to authorize the quotation, which is in “Confirmed” status, at the line level. Upon authorization, the system updates the status of the quotation as “Authorized”, if atleast one quotation line is authorized. Otherwise, the status is set to “Rejected”.

Select the hyperlinked quotation number in the multiline of the “Authorize Quotation” page.

The “Authorize 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 in the “Quotation Info” group box:

Quotation #	The quotation selected in the previous page.
Amendment #	The amendment number of the quotation.

Enter the following field in the “Quotation Info” group box:

User Status

Use the drop-down list box to assign a user-defined status for the quotation. The system lists all the user statuses that are in the "Active" status, as defined in the “Create User Status” activity in the “Logistics Common Master” business component. The system displays blank by default.

The system displays the following in the “Quotation Info” group box:

Status	The status of the quotation.
Buyer Group	The group consisting of one or more number of buyers, who are identified for the procurement of specific items.
Description	The textual description of the buyer group.
	Zoom facility available.

The system displays the following field in the “RFQ Info” group box:

RFQ #

The number identifying the request for quotation document.

The system displays the following in the “Supplier Details” group box:

Supplier #	The code identifying the supplier of the parts.
Supplier Name	The name of the supplier.
	Zoom facility available.
Contact Person	The person to be contacted in the selected address.
Phone #	The contact telephone number of the selected supplier.
Address	The address of the selected supplier. The system concatenates all the addresses available for the selected supplier, city, zip code, state and country and displays it in this field.
	Zoom facility available.
Email	The email address of the selected supplier.
Fax #	The fax number of the selected supplier.

The system displays the following fields in the “Quotation Details” group box:

Quotation Date	The date on which the quotation was raised.
Quotation Type	The type of the quotation.
Received Date	The date on which the quotation has been received.
Quotation Category	The category to which the quotation belongs.
Price Held Firm Time	The validity time frame given by the supplier for the quotation.
Effective To	The day until which the quotation is valid.
Supplier Offer #	The code identifying the supplier offer.
Supplier Offer Date	The date on which the supplier supplies the requested part.
Currency	The currency in which the quotation is raised.
Exchange Rate	The exchange rate of the currency.

The system displays the following in the “Part Details” multiline:

Line #	The line number generated by the system, for every part in the multiline.
RFQ Line #	The RFQ line number of the part for which the quotation must be authorized.
Part #	The number identifying the part.
Part Description	A textual description pertaining to the part.
Part Type	The type to which the part belongs.
Part Condition	The condition of the quoted part.
Quoted Part #	The number identifying the part quoted by the supplier.
RFQ Quantity	The total quantity of the requested part.
Quoted Qty	The total quantity of the part quoted.
UOM	The units of measurement in which the part is quoted.
Cost	The cost of the part for a specified quantity.
Cost Per	The quantity of the part for the specified cost.
Base Currency Cost	The basic cost of the part in base currency.
Schedule Type	The delivery type of the part, which could be “Single” or “Multiple”.
Ship To	The warehouse to which the part has to be supplied.
Need Date	The time limit or the date set for the delivery of the part.
Quality Attribute	The quality attribute of the part, which could be “Standard”, “Custom” or “None”.
Certificate Type	The type of the certificate that is issued to the specified part or supplier.
Quantity Price Break	Indicates whether quantity price break is applicable for that line number or not.
Purchase Lead Time	The minimum time required by the supplier, from the time of order, to supply the items.
Lead Time Units	The unit of measurement for the purchase lead time required by the supplier to supply the parts.
Remarks	Any comments pertaining to the quotation.

Enter the following field in the “Part Details” multiline:

Authorize?

Use the drop-down list box and set the field to “Yes”, to authorize the line number in the quotation. Select “No” otherwise. The system displays "Yes" by default.

Click the “Authorize Quotation Details” pushbutton, to authorize the selected part quotation(s).

The system updates the status of the quotation as “Authorized”, if atleast one quotation line is selected for authorization. Otherwise, the system sets the status as “Rejected”.

To proceed, carry out the following

Select the “View Terms & Conditions” link at the bottom of the page to view the terms and conditions of the quotation.
Select the “View Schedule & Distribution” link at the bottom of the page to view the schedule and distribution details of the quotation.
Select the “View Part TCD details” link at the bottom of the page to view the TCD details of the line item.
Select the “View Document TCD details” link at the bottom of the page to view the TCD details of quotation.
Select the “View Quantity Price Break Details” link at the bottom of the page to view the quantity price break details of the part.
Select the “View Quality Attributes” link at the bottom of the page to view the quality attribute details.
Select the “View User Defined Details” link at the bottom of the page to view the user-defined details of the item.

The system displays the following in the “Record Statistics” group box:

Created By	The login ID of the user who created the quotation.
Created Date	The date on which the quotation was created.
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.
Approved By	The login ID of the user who approved the quotation.
Approved Date	The date on which the quotation was approved.

Prerequisite

The quotation should be in the “Confirmed” status.

What you can do in this page

Authorize or reject quotation at line level

You can authorize or reject the quotation at the line level, for every part listed in the quotation. This option is useful in situations where only selected parts in the quotation are to be authorized.

Select “Yes” or “No” in the “Authorize?” drop-down list box in the multiline to authorize or reject a part quotation.

Click the “Authorize Quotation Details” pushbutton, to authorize the quotation.