Recording main information

The “Main Info.” tab page appears by default, on launch of the “Manage Sale Contract” page. This section enables you to record details of quotation for a customer order. Details regarding the coverage of warranty and BER can be modified and saved here.

Enter the following fields in the “Quote Details” group box:

Quote Date

The date on which the quotation was created. Mandatory.

Ensure that the date specified in this field is:

Earlier than or equal to the current system date.
Later than the customer order date.

The system displays the current system date by default.

Quote Basis

Use the drop-down list box to specify the basis on which the quote is created. Mandatory. The system lists the following options:

Estimate - Select this option if the quote is an estimated quote.
Firm - Select this option if the quote is based on the actuals.

Note that a Firm quote cannot be modified.

By default the system leaves this field blank.

The system displays the following field:

Status

The status of the quote which could be “Fresh”, “Pending Release”, “Pending Customer Approval”, “Re-quote”, “Rejected”, “Cancelled" or "Contract Reassigned'.

Enter the following fields in the “Quote Details” group box:

Price Held Firm (Days)	The number of days within which the quote price must not be re-quoted. Mandatory. Ensure that the value entered in this field is positive.
Std. App. Lead Time (Days)	The time internal in number of days within which the customer is allowed to respond to the given quote price. Data entry in this field is mandatory if a value is entered in the “Price Held Firm (Days)”. Ensure the following: The value entered in this field is positive. The value entered in this field is less than the days specified in the “Price Held Firm (Days)”.
Customer Approval	Use the drop-down list box to specify whether customer approval for the quotation is required. Mandatory. You can select from the options, “Required” and “Not Required”. By default the system leaves this field blank.
Quote Category	Use the drop-down list box to specify the category to which the quote belongs. Mandatory. The system displays all the ‘active’ categories defined as “Sale Quote Category” in the “Create Category Types” activity of the "Category" business component. By default the system leaves this field blank.
User Status	Use the drop-down list box to specify the user status of the order. Mandatory. The system displays all the ‘active’ categories defined as “Sale Quote User Status” in the “Create Category Types” activity of the "Category" business component. By default the system leaves this field blank.

The system displays the following field:

Total Qtd. Value

The total value of the quotation which is the final value given to the customer

Computation of Total Quoted Value:

Total Quoted Value = Sum of Final Price in “T & M Ref.” tab + Total Price of “Direct Quote” + Total Fixed Price + Total Repair Price + Total Ext. Services Price. + Sum of Final Price of Order Level Charges + Sum of T/C/D amount.

Enter the following fields in the “Quote Details” group box:

Cust. Service Rep

The customer service representative who liaises with the customer for the customer order.

Help facility available

Description

A textual description of the quote.

Remarks

Any remark or comment regarding the quotation.

The system displays the following fields in the “Customer TAT Summary” group box:

TAT Duration – Cust.

The duration of the TAT (turnaround time) as stipulated in the contract related to the customer order.

Enter the following fields in the “Cust. TAT Summary” group box:

Adjustment – Cust. Duration

Indicates the number of days as adjustment to the TAT Cust. Duration.

Note: If you wish to make modifications in this field, ensure that the set option 'Allow modification to Customer TAT Summary?' is set as 'Allowed' in the “Set Process Parameters” page of the “Customer” business component if you wish to modify value in this field.

Adj. Comments

Causes for the revision of TAT details. Data entry in this field is mandatory if the Adjustment – Cust. Duration is modified.

The system displays the following fields in the “Customer TAT Summary” group box:

Start Ref. Date

The start date of the TAT as stipulated in the contract related to the customer order. For automated customer orders, if the start reference date is set to “Receipt Date”, the part receipt date is displayed as the start date.

Enter the following fields in the “Cust. TAT Summary” group box:

Start Date

The date on which the execution of the customer order begins.

Note: The system allows you to make modifications in this field only if any of the following conditions are true:

TAT Start Ref. Date is set as "Manual" in the “Manage Sale Contract” activity of the “Sale Contract” business component.
The option 'Allow modification to Customer TAT Summary?' is set as ' 'Allowed', in the “Set Process Parameters” page of the “Customer” business component if you wish to modify value in this field.

The system displays the following fields in the “Customer TAT Summary” group box:

End Date	The estimated date of completion of the customer order.
Projected Completion Date	The projected completion date for closure of the work order.

Enter the following fields in the “Cust. TAT Summary” group box:

Promised Delivery Date

The date on which the part/aircraft must be delivered after due maintenance,

Ensure that the options 'Allow modification to Customer TAT Summary?' in the “Set Process Parameter” page of the “Customer” business component is set as 'Allowed' if you wish to modify the date in this field.

Revision Comments

Supplementary information on revision change, if you are to modify the TAT details in an approved customer order. Data entry in this field is mandatory if the Promised Delivery Date is modified.

The system displays the following fields in the “Reference Document Details” group box: from Cust order

Customer #	The identification number of the customer associated with the customer order Note that this value will be displayed only for “Customer-Specific” contracts.
Customer Name	The name of the customer associated with the customer order. Note that this value will be displayed only for “Customer-Specific” contracts
Sale Type	The sale type of the customer order.
Pricing Basis	The pricing basis for the customer order.
Contract #	The number identifying the contract.
Customer Order #	The number identifying the order.
Event #	The number identifying the maintenance event related to the customer order.
Exec. Doc. Type	The type of the execution document to which the task is allocated for completion.
Exec. Doc. #	The execution document to which the task/ document is associated.
Repair Process Code	The repair process associated with the task as defined in the execution document.

Enter the following fields in the “Warranty Details” group box:

Warranty Requested	Indicates whether the customer order for the aircraft / part for which the quotation is created carries a warranty. Note that this field cannot be modified while revising a contract.
Warranty Notes	A brief note on the warranty agreement. Note that this field cannot be modified while revising a contract.
Under Warranty?	Indicates whether warranty has been evaluated against the sale quotation, which would be ‘Not Evaluated’ or ‘Evaluated’.
Warranty Resolution Status	Use the drop-down list box to specify the decision of the CSM regarding the status of the warranty for the aircraft / part for which quotation is created. Data selection in this field is mandatory if the “Warranty Requested”. The system lists the following options: Fully Accepted – Indicates that the warranty for the customer order is fully accepted. Fully Rejected – Indicates that the warranty for the customer order is fully rejected. Partially Accepted – Indicates that the warranty for the customer order is only partially accepted, Note that value in this field can be modified only if the status of the quotation is other than “Confirmed”. By default the system leaves this field blank.

The system displays the following fields:

Warranty Resolution Exe.	The execution of warranty for a given quotation as provided by the mechanic which could be accepted, rejected, or partial.
Warranty Notes Exe.	A brief note regarding the warranty execution.

Enter the following fields in the “BER Details” group box:

BER?

Use the drop-down list box to specify whether BER is applicable. The system lists the options “Yes” and “No”.

Note that value in this field can be modified only if the status of the quotation is other than “Confirmed”.

By default the system leaves this field blank.

The system displays the following fields:

BER Threshold Value

The minimum value in percentage for the cost incurred to repair an object, beyond which repair need not be performed

Replacement Value (New)

Indicates the type of replacement that the object for servicing must undergo, which could be the following:

“LRU” - Indicates that the part / aircraft can be replaced in the “Line Replacement Unit”. The part can be replaced in the aircraft itself
“SRU” - Indicates that the part can be replaced in the “Shop Replacement Unit”. The part must be taken to the shop for replacement.
Both - Indicates that the part can be replaced by both LRU and SRU replacement types.
Not Applicable – Indicates that replacement type is not applicable.

Enter the following fields in the “BER Details” group box:

BER Comments

Any information regarding the BER for an object to be serviced. Data entry in this field is mandatory if “Yes” or “No” is selected in the “BER?” field.

Note that this field can be modified only if the status of the quotation is other than “Confirmed”.

Select the “Save Main Info.” pushbutton to save the main information details.

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

The system performs the following:

Displays the status of the Quotation # / Rev # as "Draft".
Updates the status of the quotation # / Rev # as "Fresh".
Allows modifications to the quote details when the status of the quote is “Returned” and after modifications updates the status of the quote as “Fresh”.

On creation of a contract

Updates the quote information.
Generates the revision number as "0".

On modifying contract details:

Updates the quote information against the same contract number or revision number in which the modifications are made for contracts before their approval.
Does not allow modifications if the status of the quote is “Under Authorization”.

On revising contract details:

Generates an incremental revision number and saves all the revisions made against the generated revision number for approved contracts.

The system performs the following:

Updates the details entered and generates the "Quote #"
Updates the Revision # as" 0".

To proceed, carry out the following:

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.