Managing sale quotation

Select the “Manage Sale Quotation” link at the bottom of the “Select Customer Order- Services” page in the “Service Sale Quote” business component.

The “Manage Sale Quotation” page appears.

The system displays the following fields:

Quotation # / Rev #	The number identifying the quotation / revision of the quotation for the customer order.
Customer Name	The name of the customer associated with the customer order.
Cust. Order #	The number identifying the customer order.

Enter the following field:

Print Comments

Any information regarding the printout of the quotation report.

The system displays the following fields:

Quote Currency	The currency of the quote
Exchange Rate	Rate for converting the quote currency to base currency.
Total Qtd. Value (Base Curr.)	Quote value displayed in base currency
Status	The status of the quote

Cost and Profit information card

A popup with cost and profit information of regular repair appears in this page based on the following settings for the parameter “Sale Quote” in the ‘Set Process Parameters’ activity of the “Customer” business component. More...

Set Option	Permitted Values
Display Estimated Cost & GP Margin in Sale Quote	Required - To display the cost and profit information popup Not Required – To not display the cost and profit information popup
Compute estimated cost in Sale Quote based on	Estimated Qty – To compute cost passed on estimated quantity Quoted Qty – To compute cost based on quoted quantity
Warehouse to be considered for computation of quantity available for exchange	Matrix Warehouse - All Warehouse - main core quantity available in matrix warehouse will be checked All Warehouse - main core quantity in ‘All · Warehouses’ in the location will be checked.

Quote Value	The total price quoted for regular repair.
GP Margin	Quote Value – Cost )/ Quote value] * 100
%	The quote value as a percentage of the replacement value
Cost	The total cost of planned tasks.
Profit	Quote value of regular repair– cost of regular repair
BER?	Indicates whether the repair cost of the customer job classified as a BER cost exeeds a certain percentage of the replacement value of the main core. This could be “Yes” or “No”
Exch.?	Indicates whether top assembly exchange is allowed, which could be “Yes” or “No”.

To proceed, carry out the following:

Select the “Main Info.” tab page to record quote information.
Select the “Ref. Info.” tab page to view details of the estimated tasks.
Select the “Materials” tab page to record quotation for the materials used.
Select the “Resources” tab page to record quotation for labor.
Select the “Ext. Services.” tab page to record quotation for parts sent for external repair.
Select the “Direct Qt. Info.” tab page to record details of non-estimated.
Select the “NTE Price Exceedance” tab page to enable the order value gets adjusted within the NTE limit based on the exclusions set in contract.
Select the “Addl. Charges” tab page to record details of charges.
Select the “CO T/C/D” tab page to compute and record details on taxes, charges and discounts.
Select the “CO Maint. Object" tab page to view details of parts used to perform tasks.
Select the “Pricing Summary" tab page to have a concise view of prices in all the tab pages.
Select the “Confirm” pushbutton to confirm a quotation.

Note: Ensure that all the tasks for which estimation has been revised are also included in the quote.

Select the “Release for Approval” to release the quotation for customer approval.

The system performs the following:

Enables multilevel approval of customer sale quote based on the total quoted value. See Sale Quotation Approval Process
Updates the status of the quote as “Under Authorization” until the quote has been approved by all the login users based on the approval limits set for them.
Updates the status of the quote as “Pending Customer Approval”

Select the “Return” pushbutton to return a quotation

The system performs the following:

Sends notification alerts to the login user who created the quote in case where the quote has been subsequently rejected and updates the status of the quote as “Returned”.
Select the “Cancel Quotation” to cancel a quotation.

To proceed, carry out the following:

Select the “View Repair Findings” link at the bottom of the page to view details of repair findings.
Select the “Upload Documents” link at the bottom of the page to upload the documents.

Refer to the “Object Attachments” online help for more details.

Select the “View Associated Doc. Attachments” link at the bottom of the page to view the associated document attachments.

Refer to the “Object Attachments” online help for more details.

Select the “Customer Correspondence” link at the bottom of the page to track the execution of customer orders.
Select the “Record Warranty Evaluation & Disposition” link at the bottom of the page to record warranty evaluation and disposition details.
Select the “Print Quote” link at the bottom of the page to generate a quote report based on the specified search criteria.

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

Created by	The login user id or name of the person who created the contract.
Created Date	The date on which the contract was created
Last Modified by	The login user id or name of the person who modified the contract recently
Last Modified Date	The date on which the contract was modified recently.
Confirmed by	The login user id or name of the person who confirmed the contract.
Confirmed Date	The date on which the contract was confirmed.
Approved by	The login user id or name of the person who approved the contract.
Approved Date	The date on which the contract was approved.
Cancelled by	The login user id or name of the person who cancelled the contract.
Cancelled Date	The date on which the contract was cancelled.