Recording direct quotation

This section enables you to create quotes which are not estimated.

Note: A Direct Quote can be created by specifying the price against the task Pending Est. or by adding new task or work enumerations.

Select the “Direct Qt. Info” tab in the “Manage Sale Quotation” page.

The “Direct Qt. Info” 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 boxes alongside. The system lists the following options:

Task #
Billable?
COA?
Part #
Mfr. Part #
Part # / Serial #

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 records belonging to the “Search By” specified here. Leave this field blank, if you wish to retrieve all the records irrespective of the value entered in this field.

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

The system displays the following:

T & M Price - Total

The sum of all the. Tasks , Work enumerations and other associated documents Quoted in this page.

Select any one of the following ratio buttons:

Quote Level

Select this radio button if you wish to retrieve in the multiline PME level details for a given task.

By default this radio button remains unchecked.

Detail Level

Select this ratio button if you wish to retrieve in the multiline operation level details for a given task.

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

Est. Status	The status of the estimated task could be “blank" or "Pending” or "Estimates".
Exe. Doc. Type	The number identifying the execution document under which the part / aircraft is serviced..
Exe. Doc. #	The type of execution document generated based on the maintenance object and the execution facility which could be AME, SWO, or RO.
Parent WO #	The number identifying the root work order of the quoted child work order for which the quote is recorded.
Exe. Doc. Status	The status of the execution document.
Work Enumeration	A textual description of the scope of work.

Enter the following field:

Task #

The number identifying the task for which you wish to record direct quotation details.

Ensure that the number specified in this field is an active task number as defined in the “Maintenance Task” business component.

Help facility available

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

Task Description	The textual description 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 Type	The type of the task, which could be “MPD", "CMM", "MOD", "Non-Routine", or "Others".

Enter the following fields in the “Quoted Work Details” group box:

Note: Price Information must be specified if value is specified in the “Execution Doc #”, “Work Enumeration” or “Task #”.

Material Price	The price of materials spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
Labour Price	The price of labour spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
Other Res. Price	The price of any resource other than materials and labour spent on the maintenance of the part / aircraft. Ensure that the price entered here is positive.
Total Fixed Price	The total price against the task.
Ext. Repair	The price for the part / part attributes that are repaired in an external repair agency. Ensure that the price entered here is positive.
Service Purchases	The price for the services hired from external agencies. Ensure that the price entered here is positive.
Task Addl. Charges	Additional charges for the task. Ensure that the price entered here is positive.
Total Price	The total price for the given task. Ensure the following: The price entered here is positive. The price specified in this field must be equal to the sum of the following prices: Material Price Labour Price Other Resource Price Ext. Repair Price Service Purchase Price Task Addl. Charges Price
Remarks	Any remark or comment regarding the direct quotation.

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

Est. Remarks	Any comments regarding the estimation made by the mechanic.
Sys. Billable	Indicates whether the task is billable as per the system.

Enter the following fields in the “Quoted Work Details” group box:

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: That all the child tasks are billable “No” if the root task is selected as billable “No”. “No” is specified in this field if “Yes” is selected as the “Warranty Reco.?” for the given task. 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 jobs that are specified as In-scope in the sale contract Out of Scope - Indicates all tasks that have not been defined in the work scope tab of the contract, or tasks which are specifically specified as out of scope in the sale contract.
Warranty Reco.?	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.
Price Narration	A brief message on the price.
Internal Notes	Details regarding the direct quotation.

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

Prev. APP Status	The approval status regarding the previous revision of the quotation which could be “Approve”, Reject” or “Re-quote”.
Pricing Task #	The number identifying the pricing task.
Pricing Task Desc.	A textual description of the pricing task.
Part #	The number identifying the maintenance part for which you wish to record direct quotation details.
Mfr. Part #	The number assigned to the maintenance part, by the manufacturer of the part for which you wish to record direct quotation details
Mfr. #	The number identifying the manufacturer of the maintenance part for whom you wish to record direct quotation details.
Part Serial # / Lot #	The number identifying the part serial / Lot # of the maintenance part.
Aircraft Reg #	The registration of the aircraft for maintenance purpose for which you wish to record direct quotation details.
Part Description	A textual description of the part for which you wish to record direct quotation details.
Last Updated Log	The name of the columns which were last updated in sequence.
Repair Process Code	The code associated with the repair process for a particular object
Last Modified By	The login ID of the user who last modified the service sale quote.
Last Modified Date	The date on which the sale quote was last modified.

Click the “Save Direct Qt. Info” pushbutton to save direct quotation details.

Note: The system allows modifications to be made only Quote # / Rev # which are in "”Fresh” status only.

On creation of a quote

Updates the quote information and generates a Quote # with quote status as “Fresh”.
Generates the revision number as “0”.

On revising contract details

Generates an incremental revision number and saves all the modifications made against the incremental revision # for approved re-quoted, rejected and cancelled quotations

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.