Recording task level approvals

Select the “Record Task Level Approvals” link under the “Sales Quote” business component.

The “Record Task Level Approvals" page appears

The system displays the following fields:

Quote # / Rev. #	The code identifying the quotation / the code identifying the revision number of the quotation as specified in the “Approve Sale Quotation” activity.
Quote Type	The type of quote of the respective quotation document, which could be Independent or Regular.
Quote Value	The total quote value of the selected quotation document.
Quote Currency	The quote currency for the selected quote document.
Quote Status	The status of the quote which could be any of the following: Pending Approval: Indicates that the approval status against the tasks is 'Pending' for all the lines in multiline. Partial Pending Approval: Indicates that the task is 'Pending' for any one of the lines in multiline whereas other lines as 'Re-Quote/Re-estimate/Rejected/Approved/Deferred'. Re-Quote: Indicates the approval status against the tasks is 'Re-Quote/Re-estimate' for anyone of the lines in multiline where other lines are in 'Approved'/'Rejected'/'Deferred' status. Rejected: Indicates the approval status against the tasks is 'Rejected' for all the lines in multiline. Approved: Indicates the approval status against the tasks is 'Approved' for all the lines in multiline. Partially Approved: Indicates the approval status against some lines are 'Approved', some lines are 'Rejected' and some lines are 'Deferred'.

The system displays the following field in the "Additional Details" group box:

Note that the system displays the below mentioned fields only if this screen is launched from “Customer Portal.

Customer	The identification number of the customer associated with the customer order.
Customer Order #	The number identifying the customer order.
Customer PO #	The number identifying the customer purchase order.
Object Details	Indicates the Aircraft Reg. # (or) Part # depending on created quotation document.

Select the “Tasks” tab to record task level approvals.
Select the “Materials” tab to record material approvals.
Select the “Resources” tab to record resource approvals.

The system displays the following fields:

Basic Qt. Value	The sum of 'Total' column in the 'Total Value' column grouping in Tasks Multiline
Addl. Charges	The sum of Additional Charges, Order Level Charges, Task Level Charges in corresponding quote document.
TCD Value	The sum of Taxes / Charges and Discount applied on corresponding quote document.

Select the “Save’ pushbutton to save the details of the task.

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

Note: Ensure that the “Approval Status” of the selected task is other than “Pending”

Select the “Confirm’ pushbutton to approve the tasks and update the status to approval status of the quotation.

Recording tasks

Enter the following fields in the “Search Filter” group box:

The system displays the following fields:

Search By

Use the drop-down list box to specify the basis by which you wish to retrieve details in the multiline:

Task Approval Status
Task #
Billable
Scope

By default the system displays blank in this field.

Note that the system displays an editable field alongside if Task # is specified in this field.

Use the drop-down list box to specify any of the following options pertaining to the value selected in Search by combo. The system lists options as follows:

If “Task Approval Status” is specified as the “Search By”

Pending
Re-estimate
Re-Quote
Rejected
Approved
Deferred

If “Scope” is specified as the “Search By”:

Inscope
Out of Scope

If “Billable” is specified as the “Search By”:

By default the system leaves this field blank.

Select the “Search’ pushbutton to retrieve all available tasks in Sale Quotation based on the filter criteria specified.

The system displays the following fields in the multiline:

Task #	The code identifying the task.
Task Seq. #	The order of execution of the task in the aircraft maintenance execution document/work order.
Task Desc.	A textual description of the task.

The system displays the following fields in the “Total Value” group box:

Materials	'Sum of Final Price' column in Materials multiline against the specific task # and Task seq. # combination.
Resources	'Sum of Final Price' column in Resources multiline against the specific task # and Task seq. # combination.
Total	Sum of the values in column 'Materials' and 'Resources' under this column grouping.

:The system displays the following fields in the “Pending Approval Value” group box:

Materials	The value with 'Sum of Final Price' column in Materials multiline against the specific task # and Task seq. # combination lines for which action is selected as 'Pending/Re-estimate/Re-quote'.
Resources	The value with 'Sum of Final Price' column in Resources multiline against the specific task # and Task seq. # combination lines for which action is selected as 'Pending/Re-estimate/Re-quote'.
Total	The sum of the values in column 'Materials' and 'Resources' under this column grouping.

The system displays the following fields in the “Previous Approved Value” group box:

Materials	The value with 'Sum of Final Price' column in Materials multiline against the specific task # and Task seq. # combination lines for which action is selected as 'Approved'.
Resources	The value with 'Sum of Final Price' column in Resources multiline against the specific task # and Task seq. # combination lines for which action is selected as 'Approved'.
Total	The values in column 'Materials' and 'Resources' under this column grouping.

The system displays the following field:

Approval Status

Indicates the status of approval of the task lines, which could be any of the following:

Pending: Indicates that no action is selected on any of materials and resources for the given task.
Re-estimate: Indicates that the action is selected as 'Re-estimate' on any of materials and resources for the given task line other than 'Pending'.
Rejected: Indicates that the action is selected as 'Reject' on all of materials and resources for the given task.
Approved: Indicates that the action is selected as 'Approve' on all of materials and resources for the given task.
Re-Quote: Indicates that the action is selected as 'Re-Quote' on anyone of materials and resources for the given task other than 'Pending' and 'Re-estimate'.
Deferred: Indicates that the action is selected as 'Defer' against the task.

Enter the following fields in the multiline:

Action

Use the drop-down list box to specify the action to be performed on the quotation. You can select from the following options:

Approve
Reject
Re-estimate
Re-Quote
Defer

Action Remarks

Any additional details regarding the action to be performed on the quotation. Data entry in this field is mandatory if “Re-Quote” or “Re-estimate” is specified as the “Action”.

The system displays the following field:

Prev. Action	Indicates the action recorded against the task/material/resources line which is previously dispositioned by customer but again given for Customer approval due to changes in Estimates or Quotation.
Pre. Action Remarks	Indicates the action remarks recorded against the task/material/resources line which is previously dispositioned by customer but again given for Customer approval due to changes in Estimates or Quotation.
Task Line Status	Indicates the status of the task for a given Quotation-Rev.# which could be 'Confirmed' or 'Not Confirmed'.
Quotation Notes	Any additional details regarding the action to be performed on the quotation.
Scope	Indicates 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, which could be any of the following: 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.
Billable?	Indicates whether the estimated tasks are billable in the quote, which could be “Yes” or “No”.
Pricing Basis	The pricing basis for the task.
Source Task #	Indicates the source task # using WBS code logic maintained at define process entities
Exe. Doc #	The type of the execution document to which the task was allocated for execution.
Exe. Doc. Type	The execution document to which the task was allocated for execution.
Parent Task #	The parent work order of the execution document.
Parent Task Desc.	A short name / description of the parent task.
Warranty Appl.	Indicates whether warranty for the object to be serviced is recommended, which could be “Yes” or “No”.
Approval Date & Time	Indicates the date and time on which the quotation for the task is approved by the customer.
Approved By	Indicates the user name of person who has approved the quotation provided for the task..

Recording materials

Enter the following fields in the “Search Filter” group box:

Search By

Use the drop-down list box to specify the basis by which you wish to retrieve details in the multiline:

Task Approval Status
Task #
Part #
Billable
Scope

By default the system leaves is field blank. Note that the system displays an editable field alongside if Task # (or) Part # is specified in this field.

Use the drop-down list box to specify any of the following options pertaining to the value selected in Search by combo. The system lists options as follows:

If “Task Approval Status” is specified as the “Search By”

Pending
Re-estimate
Re-Quote
Rejected
Approved
Deferred

If “Scope” is specified as the “Search By”:

In-scope
Out of Scope

If “Billable” is specified as the “Search By”:

By default the system leaves this field blank.

Select the “Search’ pushbutton to retrieve the search details.

The system displays the following fields in the multiline:

Task #

The code identifying the task to be executed for which material quotation is created.

Task Seq. #

The order of execution of the task in the aircraft maintenance execution document / work order.

Pricing Element

The pricing element for the object which could be the following:

Part Price - Indicates the price charged on the part.
Exchange Fee - Indicates the fee to be charged for exchange of parts.
Handling Fee - Indicates the fee to be charged for maintenance and service of customer–owned parts.

Part #	The number identifying the part consumed for providing service.
Part Desc.	Any additional remarks on the part.
Qt. Qty.	The required units of material to execute a given task.
Condition	The condition of the part, which could be “New” or “Serviced”.
Unit Base Rate	The base rate of the part that the task utilized for maintenance/repair, in the customer quote currency.
Covered Base Rate	The amount of the base rate that is not billable. By default, this field displays the covered base rate for the part as stipulated in the contract.
Adj. Base RateStock Status	The stock status of the part. Adjustment to the base value of the price which could be “1” if no value is specified.
Final Base Rate	The rate calculated after applying base rate caps defined in the contract.
Factored Base Rate	The base rate after applying the base adjustment factor, which will be; Base Rate (CO Curr.) * Base Adj. Factor
Unit Mark-up	The mark-up on a single quantity of the consumed part
Cap on Unit Markup	The mark up on single unit of a part i.e., this mark up if defined in the contract is applicable only when a single unit is estimated for the part.
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
Final Unit Mark-up	The final unit mark-up for the part, which will be, Final Unit Mark-up = Unit Mark-up, if Capped Unit Mark-up not available Final Unit Mark-up = Adj. Unit Mark-up, if cap on Unit Mark-up is available
Unit Price	The unit price of the part that the task utilized for maintenance/repair/Exchange.
Covered Unit Price	The unit price of the part that is not billable. By default, this field displays the Covered Price for the part as stipulated in the contract.
Adjusted Unit Price	The unit price after application of the covered unit price. Adjusted Unit Price = Unit Price, if Unit Price>= Covered Unit Price
Final Unit Price	The final unit price for the part
Extd. Base Price	The extended base price for the part, which will be: Qty. * Fact. base rate
Extd. Mark-up	Unit Mark-Up (PL. Curr.) * Exch. Rate * Qty
Cap on Extd.	Mark-up The limit on the Ext. Mark-up price for tasks on which caps is applied, beyond which the customer will not be charged.
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.
Extd. Price	The extended price for the part., which will be: Extd. Base Price + Final Extd. Mark – up
Covered Extd.	Price The amount of extended price that is not chargeable. By default, the system displays the covered extended price as stipulated in the sale contract.
Adj. Extd. Price	The extended price after application of the covered extended price, which will be, Adj. Extd. Price = Extd. Price, if Extd. Price > Covered Ext Price Adj. Extd. Price = 0. Price, if Extd. Price < Covered Ext Price
Final Extd. Price	The final extended price for the part. Will be Adj.Ext. price if the covered ext.price is applicable else it is equal to Extd.price .
Max. Extd. Price	The upper limit for the extended price as stipulated in the sale contract for the customer order.
Final Price	The Final price of materials that is charged to the customer.

Enter the following in the multiline:

Action	Use the drop-down list box to specify the action to be performed on the quotation. You can select from the following options: · Approve · Reject · Re-estimate · Re-Quote Ensure that Re-estimate is specified in this field if you wish to modify App. Qty', 'App. Stock Status' and 'App. Condition' fields.
App. Qty.	Indicates the quantity that is approved by the customer against the quoted quantity Ensure that the value specified in this field is not greater than the Quote Quantity value.
App. Stock Status	Use the drop-down list box to specify the stock status accepted by the Customer. The system lists all the active stock statuses mapped to the “Material Requisition” transaction in the “User Defined Stock Status” business component. By default the system leaves this field blank.
App. Condition	Indicates the condition of the part which is accepted by the Customer.
Action Remarks	Any additional details regarding the action to be performed on the quotation. Data entry in this field is mandatory if “Re-Quote” or “Re-estimate” is specified as the “Action”.

The system displays the following fields in the multiline:

Prev. Action	Indicates the action recorded against the task/material/resources line which is previously dispositioned by customer but again given for Customer approval due to changes in Estimates or Quotation.
Pre. Action Remarks	Indicates the action remarks recorded against the task/material/resources line which is previously dispositioned by customer but again given for Customer approval due to changes in Estimates or Quotation.
Quotation Notes	Any additional notes pertaining to the quotation.
User Defined Field-1	Represents the user defined value specified from sourcing option
User Defined Field-2	Represents the user defined remarks specified against sourcing option
Warranty App.?	Indicates whether warranty for the object to be serviced is recommended, which could be “Yes” or “No”.
Task Desc.	A textual description of the task.
Scope	Indicates 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, which could be any of the following: 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.
Billable?	Indicates whether the estimated materials are billable in the quote, which could be “Yes” or “No”.
Pricing Basis	The pricing basis for the task,
Caps Applied?	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’.

Select the “Save” pushbutton.

Note: System shows the following columns only if the Caps are applicable for the selected quotation document. (Covered Base Rate, Adj. Base Rate, Final Base Rate, Cap on Unit Mark-up, Adj. Unit Mark-up, Final Unit Mark-up, Covered Unit Price, Adjusted Unit Price, Final Unit Price, Extd. Base Price, Extd. Mark-up, Cap on Extd. Mark-up, Adj. Extd. Markup, Final Extd. Mark-up, Extd. Price, Covered Extd. Price, Adj. Extd. Price, Final Extd. Price, Max. Extd. Price)

Recording resources

Enter the following fields in the “Search Filter” group box:

Search By

Use the drop-down list box to specify the basis by which you wish to retrieve details in the multiline:

· Task Approval Status

· Task #

· Res. #

· Billable

· Scope

By default the system leaves is field blank. Note that the system displays an editable field alongside if Task # (or) Res. # is specified in this field.

Use the drop-down list box to specify any of the following options pertaining to the value selected in Search by combo. The system lists options as follows:

If “Task Approval Status” is specified as the “Search By”

· Pending

· Re-estimate

· Re-Quote

· Rejected

· Approved

· Deferred

If “Scope” is specified as the “Search By”:

· Inscope

· Out of Scope

If “Billable” is specified as the “Search By”:

· Yes

· No

By default the system leaves this field blank.

Select the “Search’ pushbutton to retrieve the search details in the multiline.

The system displays the following fields in the multiline:

Task #	The code identifying the task.
Task Seq. #	The order of execution of the task in the aircraft maintenance execution document/work order.
Resource Type	The type of the resource required for the execution of the task
Res. No	The code identifying the resource.
Resource Desc.	The textual description of the resources used for performing the task.
Attendance Type	The attendance type of resource, which can be Regular or Overtime.
Qt. Qty.	The required number of hours to be used to execute a given task.
Rate UOM	The unit of measurement, for the hourly rate for the labour spent on executing a task.
Covered Qty.	The quantity of the part that is not billable for the resource.
Adj. Qty	The quantity of the resource after application of the covered quantity.
Final Qty	The final quantity of the resource utilized by the task.
Unit Base Rate	The base rate of the part that the task utilized for maintenance/repair, in the quote currency
Unit Mark-up	The mark-up on a single quantity of the consumed part
Unit Price	The price per unit of the resource in quote currency.
Extd. Mark-up	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	Final Unit markup* Quoted Qty.
Final 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
Max. 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.
Final Price	The price of resource used for executing a task.

Enter the following field in the multiline:

Action Remarks

Any additional details regarding the action to be performed on the quotation. Data entry in this field is mandatory if “Re-Quote” or “Re-estimate” is specified as the “Action”.

Action

Use the drop-down list box to specify the action to be performed on the quotation. You can select from the following options:

· Approve

· Reject

· Re-estimate

· Re-Quote

Ensure that Re-estimate is specified in this field if you wish to modify ‘App. Hrs.' fields.

App. Qty.

Indicates the quantity that is approved by the customer against the quoted hours

Ensure that the value specified in this field is not greater than the Quote Quantity value.

The system displays the following fields in the multiline:

Prev. Action	Indicates the action recorded against the task/material/resources line which is previously dispositioned by customer but again given for Customer approval due to changes in Estimates or Quotation.
Pre. Action Remarks	Indicates the action remarks recorded against the task/material/resources line which is previously dispositioned by customer but again given for Customer approval due to changes in Estimates or Quotation.
Quotation Notes	Any additional notes pertaining to the quotation.
Warranty App.?	Indicates whether warranty for the object to be serviced is recommended, which could be “Yes” and “No”.
Task Desc.	A textual description of the task.
Scope	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.
Billable?	Indicates whether the tasks are billable in the customer order, which could be “Yes” and “No”.
Pricing Basis	The pricing basis for the task,
Corrective Action	Details of corrective action undertaken to resolve a discrepancy.
Caps Applied?	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’.

Select the “Save” pushbutton.

Note: System shows the following columns only if the Caps are applicable for the selected quotation document. (Covered Qty., Adj. Qty., Final Qty., Extd. Mark-up, Extd. Price, Covered Extd. Price, Adj. Extd. Price, Final Extd. Price, Max. Qty., Max. Extd. Price)