Recording Quotation

This page enables the repair shop to record quotation after the repair order is acknowledged. Tell me more

Select the “Record Quotes” link in the “Select Repair Order” page. Alternatively, select the hyperlinked repair order number in the multiline of the same page.

The “Record Quotes” 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 “Repair Order Details” group box:

Repair Order #	The number identifying the repair order.
RO Status	The status of the repair order. The system displays "Acknowledged” or “Quoted”, if the “Acknowledgement of Order” field is set to “Mandatory” in the “Set Options” activity of the current business component. Else, the system displays "Acknowledged”, Quoted” or “Shipped”.
Repair Order Date	The date when the repair order is created.
Quote Basis	The quote generated basis of the repair order which could either of the following: Manual, if you create the Quote manually for the repair order Automatic, if the system creates the Quote automatically for the repair order.
Repair Shop #	The number identifying the outside vendor, where the part was repaired.
Repair Shop	The name of the repair shop.
Priority	The priority of the repair order.
Address	The address of the repair shop.
Contact Person	The person to be contacted in the repair shop.
Phone #	The telephone number of the repair shop.
Enter the following:
RO Type	Use the drop-down list box to select the type of the repair order, which could be “Normal” or “Exchange”.
RO Category	Use the drop-down list box to select the category of the repair order. Mandatory. The system lists the categories as defined in the “Create Common Category” activity of “Logistic Common Master” business component, which are in “Active” status. Do not leave this field blank.
User Status	Use the drop-down list box to select the user status of repair order, as specified in the “Create User Status” activity of the “Logistics Common Master” business component and must be in “Active” status.
Exchange Type	Use the drop down list box to select exchange type of the component as “With Repair “ or “Flat”. Ensure that the exchange type is set to blank if the RO Type selected is “Normal”.
Repair Classification	Use the drop-down list box to specify the repair classification that differentiates the tasks, which are over and above the contract (COA - Contract Over and Above), between the operator and the MRO. The system lists all the ‘Active’ quick codes of type “Repair Classification” defined in the “Maintenance Task” business component
The system displays the following in the “Repair Order Details” group box:
Ref. Document Type	The type of reference document, which could be "A/c Maint. Exe. Ref #", "Shop Work order", "Customer Order" and "Other".
Ref. Document #	The number identifying the reference document.
Shop Job Type	The shop job type of the repair order, such as Component, Piece Part and Facility.
Work Center #	The number identifying the work center.
Expense Type	The expense type of the repair order, such as Revenue and Capital
Priority	The importance attached to the repair order.
CAPEX Proposal #	The identification number of the CAPEX proposal.
Move To	The place where the part is moved to after the repair is done. The systems displays either “Warehouse” or “Work Center” for a shop work order based repair order. For other repair orders this field is blank.
Customer Authorization Status	The approval status of the repair order given by customer. The system displays one of the following: Authorized – All repair orders that are authorized by customer. Not Required – All repair orders that do not require customer approval. Pending – All repair orders that are due for customer approval. Required – All repair orders that need customer approval for processing. Rejected – All repair orders that are rejected by customer. Re-Quote – All repair orders that are returned by customer requesting re-quotation.

To proceed carry out the following:

Select the “Maint. Object & Quotation Details” tab.

Select the “Supplier, Part & Warranty Details” tab.

Enter the following in the “Document Attachment Details” group box.

File Name

The reference document you want to attach to the quotation.

Help facility available

To exempt component/parts from the organization BER Limit and facilitate external repair, select the “Override BER Limit” check box.
Click the “Record Quotes” pushbutton to save quotes for repair order confirmation.

Note: The system allows you to amend the repair order only during the duration specified in the Price Held Firm Time field ensuing the Quotation Date. For example, with a Quotation Date of April 5th 2008 and a Price Held Firm Time of four days, the date on which you amend the repair order must lie between April 5th and April 9th 2008.

If the current quotation is the first quotation for the repair order, the system retrieves the TCD details applicable for the repair shop from the “Supplier” business component, and displays the details in the “Edit TCD” page.

The system inherits tax into the Repair Order based on the parameters defined in the “Purchase Option Settings” activity of the “Logistics Common Master” business component, as explained below:

Parameter	Values	Tax inheritance Logic
Tax Inheritance Basis	Supplier-TCD Mapping	System inherits tax from “Supplier” business component
Tax Inheritance Basis	Tax Rules	System inherits tax from “Manage Purchase Tax Rules” activity of the “Tax Charges & Discounts” business component
Allow ‘On Invoicing’ and/or ‘On Payment’ Tax Incidences in Repair Order?	Yes	System inherits all TCD codes irrespective of the 'Tax Incidence (i.e.) even Taxes with Incidence as “On Invoicing” and “On Payment” are inherited in the Repair Order
	No	System does not inherit TCD codes of 'Tax Incidence’ “On Invoicing” and “On Payment”. Only TCD Codes with 'Tax Incidence' set as 'On Delivery' are allowed.

Note: The system should allow tax inheritance only once. If it is inherited already, then system should not allow inheritance of taxes again.

BER Limit rule: The system allows a quotation even when the total cost of the repair order exceeds the maximum repair cost, if you have selected the “Override BER Limit” check box. However, if the total cost exceeds the “Max. allowable Repair Cost (%) overriding BER Limit” value, you cannot record a quote successfully.

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

Created by	The name of the user, who created the repair order.
Created Date	The date on which the repair order was created.
Last Modified By	The name of the user, who last modified the repair order.
Last Modified Date	The date on which the repair order was last modified.

To proceed, carry out the following

Select the “Confirm RO” link from the bottom of the page to confirm the repair order.

Select the “Record Material Cost” link from the bottom of the page to record material cost of the repair order.

Select the “Edit User Defined Details” link from the bottom of the page to specify the user defined details.
Select the “Record Discrepancy Analysis” link from the bottom of the page to record analysis on discrepancy.
Select the “Edit Terms and Conditions” link from the bottom of the page to record the terms and conditions of the repair order.
Select the “Edit TCD” link from the bottom of the page to modify Taxes, Charges and Discount of repair order.

Note: The system does not allow the user to add or amend TCD details when the Repair Receipt is in the “Received” status.

Select the “Upload Documents” link at the bottom of the page to upload the documents.
Select the “Maintain Repair Shop Correspondence” to record/update details of correspondence with the repair shop associated with the repair order.
Select the “View Repair Cost History” link from the bottom of the page to view history on repair cost.

Select the “View Parameter Information” link from the bottom of the page to view information on parameter details.

Select the “View Quotation History” link from the bottom of the page to view history on quotation.
Select the “View Issue Details” link at the bottom of the page to view the issue details.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view associated document attachments.
Select the “View Part Supply Chain Performance” link at the bottom of the page to view part supply chain performance.

Recording Quotation – An overview

This page enables the repair shop to record quotation after the repair order is acknowledged. The quotation comprises labour, material and other miscellaneous cost quoted by the repair shop. These costs are captured along with the BER cost. BER indicates whether the part is to be declared beyond economic repair or not.

This page allows you to calculate the following:

§ Labour cost = Estimated Man hours * Cost per man hours.

§ Total Labour Cost = Sum of Labour cost and Total TCD on labour

§ Material Cost = Total cost of each part number entered in the material cost page.

§ Total on Material Cost = Sum of material cost and Total TCD on material

§ Total Cost = Sum of Toal labour cost, Total Material Cost, Miscellaneous cost and total TCD on documents.

The repair shop enables you to confirm the discrepancy reported and additional discrepancies detected, based on the repair order and part details. The discrepancies reported can be classified as “Fully confirmed”, “Partially confirmed” or declare that there were no faults found. You can also record additional discrepancies if any in the component shipped to repair shop.

What you can do in this page

Select the repair order and record the quotations

Specify different types of quotation

Discrepancies reported by the repair shop

Specify the valid time frame for quotation

Specify whether the part is declared BER

Specify the place where the component is declared BER

Select the repair order and record the quotations

You can select a repair order to record the quotation given by the repair shop and confirm the repair order.

Use the “Record Quotes” page to record the labour cost, material cost and miscellaneous cost.

Discrepancies reported by the repair shop

The repair shop detects the additional discrepancy and confirms the discrepancy reported

Set the Fully Confirmed” option in the “Confirm Discrepancies Reported” field to confirm that all problems reported in component were detected.
Set the “Partially Confirmed” option in the “Confirm Discrepancies Reported” field to confirm that some problems reported, but not all, were detected.
Set the ”No Fault Found” option in the “Confirm Discrepancies Reported” field to declare that there were no faults found in the component.
Set the option to “Yes” in the “Additional Discrepancies Detected” field, to declare that additional problems were detected in the component.
Set the option to “No” in the “Additional Discrepancies Detected” field, to declare that there were no additional problems detected in the component.

Specify the valid time frame for quotation

You can specify the validity time frame given by the repair shop for the quotation.

Set the option to “Days” in the “Price Held Firm Time” field, if the time frame is in days.

Set the option to “Weeks” in the “Price Held Firm Time” field, if the time frame is in weeks.

Set the option to “Months” in the “Price Held Firm Time” field, if the time frame is in months.

Specify whether the part is declared BER

Set the option to ”Yes” in the “BER” field, to indicate that the part is declared beyond economic repair.
Set the option to “No” to indicate that the part is not declared beyond economic repair.

Specify the place where the component is declared BER

You can specify the place where the component is to be salvaged in case it is declared as BER.

Set the option to “By Repair Shop” to indicate that the shop where the component has been declared BER will carry out the salvage action.
Set the option to “By Operator” to indicate that the customer will carry out the salvage action.

Specify different types of quotation

You can specify the types of quotation.

Set the type to “Firm” in the “Quotation Type” field to indicate that the quotation is firm and there will be no changes to it.
Set the type to “Estimate” in the “Quotation Type” field to indicate the quotation is not firm and that there may be changes to it.