Recording resource quotation details

This section enables you to record pricing details for the hours of labour spent on executing a task.

Select the "Resources" tab in the "Manage Sale Quotation" page..

The Resources 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:

Task #
COA?
Billable?

By default the system leaves this field blank.

In the editable box 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.

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 Labour Price

The total price of labour spent on the maintenance of the part / aircraft which includes the following:

Sys. Billable or Billable is “Yes’
Resource Type is “Skills”

Total Billable Facility Price

The total price excluding the price for the skills employed to perform a task.

The total price of resources other than skills spent on the maintenance of the part / aircraft which includes the following:

Sys. Billable or Billable is “Yes’.
Resource Type is “Others”, Tools , Equipments.

Select any one of the following radio buttons:

Quote Level

Select this radio button if you wish to retrieve quotation details of a task at a PME level.

By default this radio button remains unchecked.

Detail Level

Select this ratio button if you wish to retrieve quotation details of tasks at an operation / execution level ie., child level tasks will also be included.

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 “Sale Sale Contract” activity of the “ Sale Contract” business component. More..

The system displays the following fields in the “Quoted Resource Details” multiline:

Q. Ind.	Quotation Indicator. This could any of the following: New - Indicates new tasks in the quote. Existing - Indicates that the resource details has not been modified with reference to the previous revision. Revised- Indicates that the Resource details has been modified as compared to the previous revision.. Note that while creating a quotation this field will be blank.
Caps Ind.	Displays whether the caps is applicable for the resource or not .The values could be “Applied’ or “Not Applied’.
Price Disp.	Indicates whether the price of the resource is available, which could be any of the following: Priced – Indicates that the price of the resource is retrieved by the system as it is available. Price Not Found – Indicates that the price for the resource is not available. Exchange Rate Not Found – Indicates that the exchange rate to convert the resource from pricelist to quote currency is not available.
Exec. Doc, Type	The type of the execution document generated for the customer order.
Exec. Doc. #	Execution doc details under which the customer part is serviced.
Parent WO #	The number identifying the parent exec doc of the quoted child work order for which the quote is recorded.
Task #	The code identifying the task to be executed for resources quotation is created.
Task Seq. #	The order of execution of the task in the aircraft maintenance execution document / work order.
Parent Task #	The number identifying the parent task of the task.
WBS Code	The work breakdown structure code indicating the attributes that identify whether the task is executed for planning or execution.
Task Desc.	The textual description of the task.
Resource Type	The type of the resource required for the execution of the task which could be “Skills”, “Tools”, “Equipment” and “Others”.
Resource Description	The textual description of the resources used for performing the task.
Resource #	The code identifying the resource required for the execution of the task.

Enter the following field:

Quoted Qty.

The required number of hours to be used to execute a given task. Data entry in this field is mandatory if the task has Part # and Resource #.

Ensure that the quantity specified in this field is positive

The system displays the following fields in the “Quoted Resource Details” multiline:

Rate UOM	The unit of measurement, for the hourly rate for the labour spent on executing a task.
Att. Type	The attendance type of resource, which can be Regular or Overtime.
Price Factor	The Price Factor for the service as in the Service Price List.
Covered Qty.	The quantity of the part that is not billable for the resource.
Adj. Q!y.	The quantity of the resource after application of the covered quantity.
Final Qty.	The final quantity of the resource utilized by the task.

Enter the following field:

Unit Price

The unit rate for the resources used for executing a task. Data entry in this field is mandatory if quoted quantity is available for the given Task #.

Ensure that the rate entered in this field is not zero or negative integer.

Base Rate (PL. Curr.)

The base rate of the part that the task utilized for maintenance/repair, in the currency of the part pricelist attached to the customer order.

The system displays the following fields in the “Quoted Part Details” multiline:

Price Factor

The Price Factor for the service as in the Service Price List.

Enter the following field:

Unit Mark-up (PL Curr.)

The Unit Markup for the given attendance type as in the Service Price List, in the currency of the part pricelist attached to the customer order.

The system displays the following fields in the “Quoted Part Details” multiline:

Unit Price	The Unit Markup for the given attendance type as in the Service Price List, in the currency of the part pricelist attached to the customer order.
Pricelist Curr.	The currency of the service pricelist associated with the customer order.
Exch. Rate	The rate for conversion of the unit price from the service pricelist currency to the customer order currency.
Base Rate (CO Curr.)	The base rate of the part that the task utilized for maintenance/repair, in the customer order currency. (The base price for parts is defined in the part pricelist associated with the customer order.) Base Rate (PL Curr.) * Exch. Rate
Unit Markup (CO Curr.)	The mark-up on a single quantity of the consumed part, which will be; Base Rate (CO Curr.) * Price Factor

The system displays the following fields in the “Quoted Part Details” multiline:

Unit Price (CO Curr.)	The price per unit of the resource in customer order currency. Computation of Unit Price (Base Rate / UOM) + Unit Markup
Extd. Markup Price	Final Unit mark up* Quoted Qty .
Extd. Price	The extended price for the resources used for executing a task which is the sum of the total price of resources and the Mark-up percentage
Covered Extd. Price	The amount of the extended price that is not billable for the resource. By default, the system displays the covered extended price for the resource as stipulated in the sale contract.
Adj. Extd. Price	The extended price for the resource after application of the covered extended price, which will be equal to, Adj. Extd. Price = 0 If the Extd. Price is < Covered Ext. Price Adj. Extd. Price = Extd.Price If Extd price is > than the Covered Price
Final Extd. Price	The final extended price for the resource, which will be, Final Price = Extd.Price , if Covered caps are not applied Final Price = Adj.Extd.Price if Covered caps are applied .
Max. Qty.	The ceiling on the quantity of the resource the task can utilize for the maintenance of the part/aircraft.
Max. Extd. Price	The ceiling on the extended price of the resource as stipulated in the sale contract.
Final Price	The price of resource used for executing a task.
Price Disposition	Indicates whether the task is priced as in the Service Pricelist / Part Pricelist.
Pricing Notes	The pricing notes for the resource as available in the service pricelist associated with the customer order.
Work Center #	The work center in which the task was executed.
Est. Remarks	Any comments regarding the estimation made by the mechanic.

Enter the following field:

Remarks

Any remark or comment regarding the resource quotation.

The system displays the following fields in the “Quoted Part Details” multiline:

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 estimated materials are billable in the quote. The system lists the options “Yes” and “No”.

Ensure the following:

That “No’ is specified in this field, all the relevant child tasks must also be selected as “No’ for Billable?
No is selected in this field if the task has been made as Non - billable in the Ref. Info tab.

By default the system leaves this field blank.

COA?

Use the drop-down list box to specify the state of COA for a task to be performed on a part. 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 all the tasks for T & M jobs that are specified as In-scope in the sale contract as well as all tasks for which COA is not specified in the contract.
Out of Scope - Indicates all tasks that are specified as out of scope in the sale contract.

The system displays “No” by default.

Ensure that if “Out of Scope” is for the root task, all the related child tasks are also selected as “Out of Scope”.

The system displays the following fields in the “Quoted Part Details” multiline:

Warranty Reco.

Indicates whether warranty for the object to be serviced is recommended, which could be “Yes” and “No”.

Enter the following field:

Warranty Res?.	Use the drop-down list box to select the warranty status of the customer order. The drop-down list box displays the following: Partially Accepted, Fully Rejected and Fully Accepted.
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”
Price Narration	A brief message on the pricing.
Internal Notes	Details regarding any changes in pricing.

The system displays the following fields in the “Quoted Part Details” multiline:

Service Pricelist	The unique number identifying the part pricelist.
Revision #	The unique number identifying the revision of the part pricelist.
Task Type #	The type of the task.
Repair Classification	The Repair Classification specified during the estimation of respective Resources.
Pricing Task #	Indicates whether the task is a pricing task.
Pricing Task Desc.	A textual description of the part for which you wish to record resource details.
Last Updated Log	The name of the columns which were last updated in sequence.
Pricing Source	Displays Pricing Source as “System”, if no user has modified the fixed prices since they were set in the sale contract. User ,if the Unit Price is modified

Enter the following field:

Modifications Notes

The reasons for change in the following prices, if any 1. Covered Qty., 2. Covered Extd. Price, 3. Max. Qty., 4. Max. Extd. Price

This field is mandatory, if you have modified the above-mentioned prices.

The system displays the following fields in the “Quoted Part Details” multiline:

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..

Click the “Re-Compute Cap” pushbutton to compute price for tasks that have not been priced.
Click the “Save Resources Quote” pushbutton to save resource details to the service sale quote.
Select the “View Price Factor Details” link at the bottom of the page to view a report of breakups for Price Factors when Caps is applied / when caps is not applied.

Note: Ensure the following:

1. There is at least one record that exists in the multiline.

2. The “Detail Level” radio button is selected.

3. The factor breakups are applicable for the given part pricelist.

4. The report is launched only for those part details with “Factored Pricing” as the Pricing Source Type.

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 “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.

Prerequisites

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

4 Information must be saved in the “Ref. Info” tab page.