Create Direct Quotation – A summary of the activity

This activity allows you to record a direct quotation, raised without an RFQ by the supplier. The quotation will be of type "Price list". This quotation is raised by the supplier to convey the standard price for the parts supplied by him and which can be used by the organization for ordering parts. Authorized Price List can be used for creating Purchase Order.

Getting familiar with the pages inside

What you can do in this activity

Create a direct quotation

Specify the payment terms and conditions for the quotation

Define the TCD details at the quotation or the line item level

Modify a quotation

Create a direct quotation

You can create a direct quotation that is not based on the RFQ.

•  Use the “Create Direct Quotation” page to create the direct quotation.

Specify the payment terms and conditions for the quotation

You can define the payment terms, insurance details and the delivery terms for the parts procurement.

•  Create the quotation in the "Create Direct Quotation" page.

• Use the “Terms and Conditions” page, to record the terms and conditions for the quotation.

Define the TCD details at the quotation or the line item level

You can define the tax, charge and discount details that are applicable for the quotation. Tax and charge add to the basic value of the quotation, while discount reduces the basic value.

•  Create the quotation in the "Create Quotation" page.

•  Go to the “Edit Document TCD Details” page, to define tax, charge and discount details at the quotation level.

•  Go to the “Edit Part TCD Details” page, to define tax, charge and discount details at the line item level.

Modify a Quotation

You can modify the quotation that is already created in the “Create Quotation” activity.

•  Use the "Edit Quotation" page to modify  the quotation details.