Recording external services quotation

This section enables you to record quotation for external services of objects. You can view details of the Repair Order / Purchase Order associated with the Customer Order.

Select the “Ext. Services” tab in the “Manage Sale Quotation” page.

The “Ext. Servicess” tab page appears:

Enter the “Search Filters” group box:

Search By

Use the drop-down list box to specify the attribute based on which you wish to proceed with the search. Data selection in this field is mandatory if values are specified in any of the editable boxed alongside. The system lists the following options:

Order #
Caps
COA?
Billable?
Part #

By default the system leaves this field blank.

In the editable boxes alongside, select a value corresponding to the search criteria selected based which you wish to retrieve details in the multiline. You can enter the value in full or specify it partially using the “*” character. The system retrieves all the numbers belonging to the “Search By” specified here. Leave this field blank, if you wish to retrieve all the numbers irrespective of the value entered in this field.

By default the system leaves this field blank.

Click the “Get Details” pushbutton to retrieve the search details.
Select the icon besides “Summary” to view the total price:

The system displays the following:

Total Billable Repair Price	The sum of all the prices of the Order # referring to Repair Order. More..
Total Ext. Billable Service Price	The sum of all the prices of the Order # referring to Purchase Order. More..

The system displays the following fields in the “External Repair & Service Procurements” multiline:

Note: The system displays columns in the multiline as per the “Resouce Caps” checkboxes checked in the “Cap Requirement” group box in the “Std. & T&M Pricing” tab of the “Edit Pricing and Invoicing Details” screen in the “Manage Customer Contract” activity of the “Sale Contract” business component. More..

Q. Ind.	Quotation Indicator. This could any of the following: New - Indicates quote for new tasks. Existing - Indicates that the quote has not been modified for the task. Est. Rev - Indicates that the estimation is revised for the task. Cancelled - Indicates that the quotation is cancelled at work order level. Note that while creating a quotation this field will be blank.
Caps. Ind.	The limit on the price of servicing object sent for external repair beyond which the customer will not be charged, this could be “Applied’ or “Not Applied’. Note that on modification of the price, the caps value “Applied” will be updated as “Re-Compute” on selecting the “Save” pushbutton.
Price Disp.	Pricing Disposition displays the Details of pricing of the task. It displays values “Priced” or “Price Not Found”. For example, a) whether the price for the task has been determined and is available for billing in the relevant pricelists/ Contract. B) The reasons for not pricing of the task, if prices for the task have not been set yet. Note: This field displays details of pricing only if the pricing basis is “Fixed Price” against the Pricing Tasks.
Exec. Doc. Type	The type of the execution document to which the task is allocated for completion.
Exe. Doc #	The execution document to which the task/ document is associated.
Parent WO #	The parent work order of the execution document to which the task/ document is associated.
Parent Task #	The number identifying the parent task of the task.
Doc. Type	The type of the document generated by the shop work order/ Aircraft Maintenance Execution document for external repairs/ services, such as Repair Order or Purchase Order.
Doc. #	The repair order or service purchase order generated for the shop work order/ Aircraft Maintenance Execution document.
Status	The status of the repair order or the service order
Exch. Ind.	Indicates whether the exchange is a top assembly or a sub assembly exchange for an Exchange Order and indicates whether the work order is directly involved in the exchange or only the parent work order of this work order is involved.
Supplier #	The number identifying the supplier who will undertake the maintenance work.
Supplier Name	The name of the supplier who will undertake the maintenance work.
Part #	The part to be serviced as per the customer order.
Mfr. Part #	The manufacturer part number of the part.
Mfr. #	The manufacturer of the part.
Part Serial # / Lot #	The serial number for the part.
Repair Qty.	The quantity of Part sent for external repair.
BER Qty.	The BER quantity in the Repair Order.
Q. Type	The type of the Repair Order quote, which could be “Firm” or “Estimate”.
Fact. Applied On	The value on which the price factor is applicable, such as Basic value or Total value.
Price	The quotation price of the Repair Order. Data entry in this field is mandatory if a value is displayed in the “Order #” field. Ensure the following That the value specified in this field is positive. That this field is left blank if “BER Cost” is specified in the same row for the given Order # which refers to a Repair Order. That details in the “Material” tab is saved if this field is modified.

Enter the following field:

BER Cost

The estimated cost of repairing a part which exceeds a certain percentage of its replacement value. Data entry in this field is mandatory if the given Order # refers to a repair order with BER Cost.

Ensure the following

That the value specified in this field is positive.
That this field is left blank if “Price” is specified in the same row for the given Order # which refers to a Repair Order.
That details in the “Material” tab is saved if this field is modified.

The system displays the following fields in the “External Repair & Service Procurements” multiline:

Unit Tax (CO. Curr.)	The tax liable on each part repaired/serviced by the supplier.
Unit Charge (CO Curr.)	Charges against each unit of part sent on external repair.
Unit Discount (Co. Curr.)	The discount granted on each part repaired/serviced by the supplier.
Ref. Rate (Co. Curr.)	The rate of the part as stipulated in the part price list, in the currency of the customer order.
Covered Base Rate	The base rate that is not billable for the external service.
Adj. Base Rate	The base rate the system ascertains after taking into consideration the covered base rate. Adj. Base Rate = Base Rate, if Base Rate >= Covered Base Rate. Adj. Base Rate = 0, if Base Rate < Covered Base Rate.
Fixed Base Rate	Indicates the base rate after the Covered Base Rate is adjusted against the Ref. Rate Note the following: If Covered Caps is applied : Final Base Rate = Adj. Base Rate If Final Base Rate is not applied : Final Base Rate = Ref. Rate
Pricing Factor	The price factor for a pricing combination of OEM or Part Level Pricing Basis. Example
Mark-up	The percentage of income on the Repair Order.
Capped Mark-up	The limit on the Mark-up price for tasks on which caps is applied, beyond which the customer will not be charged.
Adj. Unit Mark-up	The unit mark-up after application of the cap on unit mark-up, which will be, Adj. Unit Mark up = Unit Mark-up, if Unit Mark-up<Cap on Unit Markup Adj. Unit Mark up = Cap on Unit Mark-up if Unit Mark-up>Cap on Unit Markup Note: You must not specify this field, if the quantity of the part consumed is greater than 0.
Final Unit Mark-up	The actual mark-up on each repaired/serviced part that is charged to the customer.
Unit Price	The repair/service price of each repaired/serviced part that is charged to the customer
Covered Unit Price	The amount of the unit price that is not billable for the resource as stipulated in the sale contract.
Adj. Unit Price	The unit price after application of the covered unit price. Adjusted Unit Price = Unit Price, if Unit Price>= Covered Unit Price Adjusted Unit Price = 0, if Unit Price< Covered Unit Price
Final Unit Price	The repair/service price of each part that is charged to the customer.
Extd. Base Price	The sum total of repair/service price for all parts sent to the supplier. Basic Rate (Doc. Curr.) * Qty
Extd. Mark-up	The sum total of markup price for all parts sent to the supplier. Unit Mark-up * Price Factor
Cap on Extd. Mark-up	The upper limit for the Extd. Mark-up amount as stipulated in the sale contract of the customer order. The total mark-up price for the part repaired/serviced by the supplier. If cap as stipulated in the sale contract is applied on the final extended mark-up price, the extended mark-up will be: Extd. Mark-up or Capped Extd. Mark-up whichever is lower If cap as stipulated in the sale contract is not applied on the final extended mark-up price, the final extended mark-up price will be: Extd. Mark-up
Adj. Extd. Mark-up	The mark-up after application of cap on extended mark-up. Adj. Extd. Mark up = Extd. Mark-up, if Extd Mark-up<Cap on Extd Markup Adj. Extd. Mark up = Cap on Extd. Mark-up, if Extd Mark-up > Cap on Extd Markup
Final Extd. Mark-up	The total mark-up price for the part repaired/serviced by the supplier. If cap as stipulated in the sale contract is applied on the final extended mark-up price, the extended mark-up will be: Extd. Mark-up or Capped Extd. Mark-up whichever is lower If cap as stipulated in the sale contract is not applied on the final extended mark-up price, the final extended mark-up price will be: Extd. Mark-up
Extd. Price	Extd. Base Price + Final Extd. Mark – up
Covered Extd. Price	The upper limit for the covered price as stipulated in the sale contract for the customer order.
Adj. Extd. Price	The mark-up after application of cap on extended mark-up. Adj. Extd. Mark up = Extd. Mark-up, if Extd Mark-up<Cap on Extd Markup Adj. Extd. Mark up = Cap on Extd. Mark-up, if Extd Mark-up > Cap on Extd Markup
Final Extd. Price	The final extended mark-up for the part, which will be, Final Extd. Mark-up = Extd. Mark-up, if Cap on Extd. Markup is not available Final Extd. Mark-up = Adj . Extd. Markup, if Cap on Extd. Markup is available
Capped Ext. Price	Capped Ext. Price - The limit on the extension price for tasks on which caps is applied, beyond which the customer will not be charged.
Final Price	The sum of the price of the repair order and the Mark-up or the capped Markup if available.
Quotation Comments	Any additional comments, pertaining to the quotation given by the repair shop.
Comments	Any additional remark pertaining to the repair shop

Enter the following field:

Remarks

Any comment or remark by the CSM regarding the external repair quotation.

The system displays the following fields in the “External Repair & Service Procurements” multiline:

Invoiced?	Indicates whether the external service charge is already billed, which could be “Yes” or “No”.
Sys. Billable?	Indicates whether the task is billable as per the system.

Enter the following field:

Billable?

Use the drop-down list box to specify whether the tasks are billable in the customer order. The system lists the options “Yes” and “No”.

Ensure the following:

For all the root and the child tasks of the root task same value are selected.
“Yes” is specified in this field if “Yes” is selected as the “Warranty Reco.?” for the given task.
That “No” is selected in this field if the “Warranty Resolution Status” field in the “Quote Info.” tab is selected as “Fully Rejected.
That “Yes” is selected in this field if the “Warranty Resolution Status” field in the “Quote Info.” tab is selected as “Fully Accepted”.
That a value is specified in this field only if the “Sys. Billable?” field is left blank.

The system leaves this field blank.

The system displays the following fields in the “External Repair & Service Procurements” multiline:

Warranty Reco?

Indicates whether the maintenance/execution department recommends warranty for the part/aircraft repaired/maintained by the task.

Enter the following fields::

Warranty Res?	Use the drop-down list box to indicate whether warranty is necessary for the task. Warranty Res. (resolution) overrides the Warranty Reco. as recommended by the execution. Note: 1) The warranty resolution that you select for a task must not be “No”, if the Warranty Resolution for the customer order /execution order is "Fully Accepted". 2) On contrary, you cannot set the warranty resolution for the task to “Yes”, if the same for the customer order is “Fully Rejected”. 3) Billability should be set to “No” if the Warranty Res. is set to “Yes”.
Warranty Provider	The provider of warranty against the respective task as per the warranty agreement.
Warranty Status	The status of the warranty against the task which could be ‘Approved’, ‘Rejected’, ‘Pending Approval’, and “Pending Release”
COA?	Use the drop-down list box to specify the state of COA for a task to be performed on a part sent for external repair. COA (Contract Over and Above) refers to the performance of a task which required deviation from the contract over and above without requiring approval. The system lists the following options: In Scope - Indicates that all the tasks performed on the part sent for external repair is within the scope of the contract. Out of Scope - Indicates that all the tasks performed on the part sent for external repair is out of scope in the sale contract. The system displays “In-Scope” by default.
Price Narration	A brief message on the pricing. Mandatory.
Internal Notes	Details regarding any changes in pricing. Mandatory

The system displays the following fields:

Prv. App. Status	The approval status regarding the previous revision of the quotation which could be “Approve”, Reject” or “Re-quote”.
Repair Classification	The repair classification of the task as available in the execution document.
Repair Process Code	The repair process associated with the task as defined in the execution document.
Last Updated Log	The name of the columns which were last updated in sequence.
Pricing Basis	The input source of fixed prices (FP – Mat., FP – Lab. And FP – Oth. Res.), such as System or User. This field displays “System”, if no user has modified the fixed prices since they were set in the sale contract. Conversely, “User” is displayed here, if users have modified the fixed prices.

Enter the following fields::

Modification Notes

The reasons for change in fixed prices of the task. This field is mandatory, if the user has modified any of the fixed prices.

The system displays the following fields:

Last Modified By	The login ID of the user who last modified the service sale quote.
Last Modified Date	The date on which the service sale quote was last modified.

Note: Ensure that at least one row in the multiline is selected.

Click the “Re-Compute Cap” pushbutton to compute price for tasks that have not been priced.

The system performs the following:

Updates the “Capped Mark-up” and “Capped Ext. Price” columns for the tasks for which price has been modified.
Click the “Save Ext. Services” pushbutton to save external services quotation details.

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 “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.

Prerequisites

4 Tasks must be priced based on T & M basis.

4 The Quotation # /Rev. # fields must be specified in the “Quote Info.” tab.

4 The Quote #/ Revision # in the “Quote Info.” must be of status other than "Pending Customer Approval", "Cancelled" or "Revised” if you wish to make modifications in this tab.

4 The tasks under the service sale quotation must be referred in the Repair Order or Purchase order.