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This page allows you to modify all the details of the selected quotation. Tell me more.
Select the "Edit Quotation” link in the "Select Quotation” page. Alternatively, select the hyper-linked quotation number in the multiline of the same page.
The “Edit Quotation” page appears.
The system displays the following.
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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:
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Quotation # |
The number identifying the quotation to be modified. |
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Numbering Type |
The numbering type for the combination of login organization unit and the ”Quotation” transaction type. Enter the following in the “Quotation Info” group box: |
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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 the following in the “Quotation Info” group box:
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Status |
The status of the quotation, which could be “Draft” or "Fresh". |
Note: Only quotations, which are in “Draft” or “Fresh” status, can be modified.
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Buyer Group |
The group consisting of one or more number of buyers, who are identified for the procurement of specific items. Procurement of parts (part types) can be attached to the buyer code in the “Create Buyer Group” activity of the “Buyer Group” business component, to have a better control and traceability on purchasing. |
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Description |
The textual description of the buyer group. Zoom facility available. |
The system displays the following in the “RFQ Info” group box.
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RFQ # |
A unique number identifying the request for quotation document. |
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RFQ Date |
The date on which the RFQ was created. |
The system displays the following fields in the “Supplier Details” group box:
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Supplier # |
The code identifying the supplier of the parts. |
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Supplier Name |
The name of the supplier. |
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Contact Person |
The person to be contacted in the selected address. |
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Phone # |
The contact telephone number of the selected supplier. |
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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. |
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The contact email address of the selected supplier. |
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Fax # |
The contact fax number of the selected supplier. |
The system displays the following fields in the “Quotation Details” group box:
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Quotation Date |
The date on which the quotation is confirmed by the repair shop. |
Enter the following in the “Quotation Details” group box:
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Quotation Type |
Use the drop-down list box to select the type of quotation, which could be “Normal” or “Price List”. The system displays the saved value. |
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Received Date |
The date on which the quotation was received. (Date Format). Mandatory. |
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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 displays blank by default. |
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Price Held Firm Time |
The validity time frame given by the supplier for the quotation. Mandatory. Use the drop-down list box displayed alongside to select the validity time frame, which could either be day, month or year. |
The system displays the following:
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Effective To |
The date until which the quotation is valid. This date is calculated by the system with reference to the quotation date by adding the price held firm time. |
Enter the following
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Supplier Offer # |
The unique code identifying the supplier offer. (Alphanumeric, 18). Mandatory. |
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Supplier Offer Date |
The date on which the supplier has created his offer. (Date Format). Mandatory. |
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Currency |
The currency in which the quotation is raised (Alphanumeric, 5). Mandatory. Help facility available. |
Note: The currency must have been defined in the “Currency” business component.
The system displays the following.
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Exchange Rate |
The exchange rate of the currency entered with reference to the base currency. |
The system displays the following in the “Part Details” multiline:
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Line # |
The line number generated by the system, for every part entered in the multiline. The system generates this number on clicking the “Edit Quotation” pushbutton. |
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RFQ Line # |
The RFQ line number of the part for which the quotation details are modified. |
Modify the following in the “Part Details” multiline, if required:
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Part # |
The number identifying the part (Alphanumeric, 18). Mandatory Help facility available. |
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Part Description |
A textual description pertaining to the part. (Alphanumeric, 150). |
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Part Type |
Use the drop-down list box to specify the part type. The part types are predefined in the system. The various part types are “Raw material”, “Component”, “Expendable”, "Miscellaneous", “Tool”, “Consumable” and “Kit”. |
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Part Condition |
Use the drop-down list box to specify the condition of the part. The part condition could be “New”, “New surplus”, “Overhaul” and “Serviceable”. |
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Quoted Part # |
The number identifying the part quoted by the supplier (Alphanumeric, 18). Mandatory. |
The system displays the following:
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RFQ Quantity |
The total quantity of the part requested. |
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Quoted Quantity |
The total quantity of the part quoted (Integer). Mandatory. The quantity must be greater than zero. |
Note: The “Quoted Quantity” can also be in fractions, if fractions are allowed in the “Unit of Measurement Administration” business component.
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UOM |
The unit of measurement in which the part is quoted (Alphanumeric, 10). The UOM must be in “Active” status, as defined in the “Unit of Measurement Administration” business component. Data entry in this field is mandatory, when the “Quoted Quantity” is entered. Help facility available. |
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Cost |
The cost of the part for the specified quantity (Decimal). Mandatory. Ensure that the cost entered is a positive value. |
Note: The cost cannot be zero.
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Cost Per |
The quantity of the part for which the cost is specified (Decimal). Mandatory. |
For example, if the cost of one box of oil tins is $100 and the number of tins in one box is 50, enter $100 in the "Cost" field and 50 in the "Cost Per" field. Hence the cost of a single unit = Cost / Cost per.
The system displays the following:
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Base Currency Cost |
The basic cost of the part in base currency . |
Note: If the cost is modified, the cost in base currency for the modified value will be displayed on clicking the “Edit Quotation” pushbutton.
Enter the following:
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Schedule Type |
Use the drop-down list box to specify the delivery schedule for the part. The options available are: § Single – Indicates that the part has to be delivered in single shipment. § Multiple– Indicates that the part can be delivered in multiple shipments. The system displays “Single” by default. |
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Ship To |
Use the drop-down list box to specify the Goods Receipts Organization Unit to which the part must be supplied. The system lists all the goods receipts organization units mapped to the “Quotation” business component. |
Note: The organization unit must be in “Active” status.
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Need Date |
The time limit or the date set for the delivery of the part (Date Format). Data entry in this field is mandatory, if the “Delivery Type” is “Single”. Ensure that this date is not earlier than the system date. |
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Quality Attribute |
Use the drop-down list box to select the quality attribute of the line number. The system lists “Standard”, “Custom” and “None” as options. |
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Certificate Type |
The type of the certificate that is issued to the specified part or supplier. Use the drop-down list box to select the type of certificate. The system lists the types that are in "Active" status, as defined in the “Create Certificate Type” activity of the “Logistics Common Master” business component. |
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Quantity Price Break |
Use the drop-down list box to select the either “Yes” or “No” to specify whether quantity price break is applicable or not for that line number. Data selection in this field is mandatory. |
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Purchase Lead Time |
The time required for purchasing the part (Decimal). Mandatory. Ensure that the number entered in this field is positive. |
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Lead Time Units |
Use the drop-down list box to specify the unit of measurement for the purchase lead time required by the supplier to supply the parts. The system displays the options, “Days”, “Weeks” and “Months”. The system sets the field blank by default. If value is entered in this field, then the system ignores the “Default Lead Time Units” field value already specified. |
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Remarks |
Any comments pertaining the quotation (Alphanumeric, 255). |
Check the box in the “Select” column of the multiline, to mark the quotation line item for deletion.
Click the Delete icon in the tool bar above the multiline, to delete the quotation number selected in the multiline.
Click the “Edit Quotation” pushbutton, to modify the quotation.
Note: Atleast one row in the multiline must be selected.
Note: The system allows you to create an RFQ for any Part Type, irrespective of the condition of the part.
Click the “Confirm Quotation” pushbutton, to confirm the quotation.
The system updates the status of the quotation to “Confirmed” on confirmation. Only a confirmed quotation can be authorized.
The system displays the following in the “Record Statistics” group box.
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Create By |
The name of the user who created the quotation. |
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Created Date |
The date on which the quotation was created. |
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Last Modified By |
The name of the person who last modified the quotation. |
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Last Modified Date |
The date on which the quotation was last modified. |
To proceed, carry out the following
Select the “Edit Terms & Conditions” link at the bottom of the page, to enter the terms and conditions for the quotation.
Select the ”Edit Schedule & Distribution” link at the bottom of the page, to enter the schedule details of the part.
Select the “Edit Part TCD Details” link at the bottom of the page, to add taxes, charges and discounts for the part in the quotation.
Select the “Edit Document TCD Details” link at the bottom of the page, to add taxes, charges and discounts for the quotation.
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.
Select the “Edit User Defined Details” link at the bottom of the page, to enter the user-defined details.
Modifying the quotation – An overview
This page allows you to modify all the details of the selected quotation. Only quotations, which are in “Draft” or “Fresh” status, can be modified. This page allows you to modify details such as the date on which the quotation was received, category of the quotation, and the currency of the quotation. You can also modify the part details such as condition of the part, quoted quantity of the part and the cost of the part.
Modify the condition of the part for which the quotation is raised
Modify the organization unit for goods receipt
Modify the schedule type for the delivery of parts
Modify the condition of the part for which the quotation is raised
You can change the condition of the part for which the quotation is raised. The system lists New, New Surplus, Overhauled, Serviceable and Unserviceable, which define the various conditions of the part.
Set the “Condition” field to “New”, if the condition of the part must be new.
Set the “Condition” field to “New Surplus”, if the condition of the part must be new and not been used.
Set the “Condition” field to “Overhauled”, if some maintenance action or servicing has been done on the part, but the part has not been used after servicing.
Set the “Condition” field to “Servicing”, if the part is used after servicing.
Modify the organization unit for goods receipt
You can change the organization unit to which the parts need to be sent, on good receipt.
Set the appropriate option in the “Ship To” field, to specify the organization unit for goods receipt.
Modify the schedule type for the delivery of parts
You can change the type of delivery, that is, whether the procured parts need to be delivered in single shipment or multiple shipments.
Set the “Schedule Type” field to “Single”, if you need the parts to be delivered in single shipment.
Set the “Schedule Type” field to “Multiple”, if you need the parts to be delivered in multiple shipments.