Entering the supply and distribution schedule for quotation

This page allows you to schedule the delivery of those line items whose schedule type is 'multiple'. Tell me more.

Select the ”Edit Schedule & Distribution” link at the bottom of the “Create Quotation”, “Edit Quotation” or “Edit Terms and Condition” page.

The “Edit Schedule & Distribution” 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 Details” group box.

Quotation #	The number identifying the quotation.
Amendment #	The number identifying the latest amended quotation.
Status	The status of the quotation. You cannot modify details in this page, if the status is Cancelled”, “Confirm” or “Authorized.

Enter the following in the “Part Details” group box.

Quotation Line #

Use the drop-down list box to specify the line number of the quotation document for which the schedule must be defined. The system lists all the line numbers whose schedule type is “Multiple”, in the ascending order.

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

The system displays the following.

Part #	The number identifying the part, whose schedule type is “Multiple”.
Part Description	The textual description pertaining to the part.
Condition	The condition of the part, which could be new, new surplus, overhaul, serviceable and unserviceable.
Ship To	The organization unit to which the part must be supplied.
Quoted Quantity	The quoted quantity of the part to be purchased.
UOM	The unit of measurement in which the part is quoted.

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

Schedule #

The sequential number generated by the system for each schedule, on clicking the “Edit Schedule & Distribution” pushbutton.

Enter the following.

Schedule Qty

The required quantity of the part on a particular date (Integer). Mandatory. The quantity must greater than zero.

Note: The quantity cannot be modified to a quantity less than the already moved quantity. Also the quantity cannot be reduced to zero. The sum of the allocated quantity must be equal to the quoted quantity.

The schedule quantity must be greater than or equal to the minimum order quantity defined in the “Part Administration” business component.

The quantity can be in fractions, if fractions are allowed in the “Unit of Measurement Administration” business component.

Schedule Date

The date on which the quoted quantity must be delivered (Date Format). Mandatory. The required date must be greater than or equal to the current date.

Note: If the schedule quantity is entered, then the schedule date must be entered. You cannot modify the schedule date, if the accepted quantity is greater than zero.

Check the box in the “Select” column of the multiline, to mark the schedule number for deletion.

Click the Delete icon in the tool bar above the multiline, to delete the schedule number selected in the multiline.

Note: The system deletes only those schedules whose accepted quantity is greater than zero.

The system regenerates the schedule number.

Click the “Edit Schedule & Distribution” pushbutton, to update the schedule information entered.

The system generates the schedule number sequentially.

Created By	The name of the user who created the quotation.
Created Date	The date on which the quotation was created.
Last Modified By	The name of the person who last modified the quotation.
Last Modified Date	The date on which the quotation was last modified.

To proceed, carry out the following

Select the “Edit Part TCD Details” link at the bottom of the page, to add tax, charges and discount for the individual parts in the quotation.

Select the “Edit Document TCD Details” link at the bottom of the page, to add tax, charges and discount for the quotation on the whole.

Select the “Edit Quantity Price Break Details” link at the bottom of the page, to enter the cost details of the part for the quotation

Select the “Edit Quality Attributes” link at the bottom of the page, to enter the quality attribute details.

Entering the supply and distribution schedule for quotation – An overview

This page allows you to schedule the delivery of those line items whose schedule type is 'multiple'. On providing the quotation line number, the system displays the part details such as part description, condition of the part, quoted quantity and the unit of measurement in which the part is quoted. You can distribute the quantity into various schedules by giving various supply dates and the OU where the parts must be delivered.

The quantity cannot be modified to a quantity less than the already moved quantity. Also, the quantity cannot be reduced to zero. The sum of the schedule quantities must be equal to the quoted quantity.

The system generates the schedule number sequentially on updating the details entered. The system stores the login user ID and the server date along with the modification details.

What you can do in this page

Define schedules at the quotation line item level

You can select the line number of the quotation to retrieve the part for which you need to enter the schedule details.

Select the quotation line number in the "Quotation Line No” field.

Click the “Get Details” pushbutton, to retrieve the part for which you need to enter the schedule details.

Note: You can enter the schedule details only for those parts whose schedule type is 'multiple'.