Approving sale quote

Select the “Approve Sale Quote” link under the “Sales Quote” business component.

The “Approve Sale Quote” page appears.

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

Order Based

Use the drop-down list box to select the basis on which you wish to retrieve details in the multiline Data selection in this field is mandatory to filter the search criteria. The system lists the following options:

Contract #
Cust. Order #
Customer PO #
Quotation #
Event ID

In the editable box alongside, enter the value corresponding to the “Order Based” options selected based on which you wish to retrieve the details in the multiline. You can enter the value in full or specify it partially using the “*” character. The system retrieves all the quotes belonging to the “Order Based” option selected here. Leave the editable field blank, if you wish to retrieve all the quotes irrespective of the value entered in this field.

Customer Based

Use the drop-down list box to specify the customer details based on which you wish to retrieve the details in the multiline. Data entry in this field is mandatory. The system lists the following options:

Customer #
Customer Name

In the editable box alongside, select the value corresponding to the “Customer Based” selected based on which you wish to retrieve the details in the multiline. You can enter the value in full or specify it partially using the “*” character. The system retrieves all the quotes belonging to the “Customer Based” selected here. Leave this field blank, if you wish to retrieve all the numbers irrespective of the value entered in this field.

Maint. Object

Use the drop-down list box to select the maintenance object based on which you wish to retrieve the details in the multiline. The system lists the following options:

Part #
Mfr. Part #
Part # / Serial #
Serial #
Part # / Lot #
Mfr.Lot #
Aircraft Reg. #

In the editable boxes alongside, enter the code corresponding to the maintenance object selected based on 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 quotes belonging to the maintenance object selected here. Leave this field blank, if you wish to retrieve all the codes irrespective of the value entered in this field.

Ensure that a value is specified in this field only if “Part # / Serial #” or “Part # / Lot #” is selected in the “Maint. Object” field.

Work Center

Use the drop-down list box Use the drop-down list box to select the attribute / category of the work center for which you wish to retrieve details in the multiline. The system lists the following options:

Parent WC #
Primary WC #
WC Category

In the drop-down list box alongside, select a value corresponding to the work center type selected. . Leave this field blank, if you wish to retrieve all the records irrespective of the work center attributes / category. The system lists the options as follows:

Value Selected in the “Work Center” field	The system lists the following options:
Parent WC #	The system lists all the work centers that are in “Active” status as defined for the login OU in the “Work Center” business component
Primary WC #	The system lists all the work centers that are in “Active” status as defined for the login OU in the “Work Center” business component
WC Category	The system lists all the work center categories that are in “Active” status as defined for the quick code type “Work Center Category” in the “Work Center” business component

Quote Status

Use the drop-down list box to specify the status of quotation, the details of which you wish to retrieve in the multiline. The system retrieves only those quotes that are pending customer approval. The system lists the following option:

Pend. Cust. Approval – Indicates those quotes waiting for approval from the customer will be fetched.

The system displays “Pend. Cust Approval” by default.

Order Date From / To

The start date of the period in which the order was created.

By default the system displays a date which is less than 30 days from the system date. Example

In the box alongside, select the end date of the period in which the order was created. The search retrieves those orders created in the period between the start and end dates that you specify.

The system displays the current system date by default

Addl. Search

Use the drop-down list box to select the basis on which the additional search must be carried out. The system lists the following options:

Sale Type
Order Applicability
Part Applicability
Order Category
User Status
BER
Controlling Unit

In the drop-down list box alongside, select the value corresponding to the basis for the additional search criteria selected. Leave this field blank, if you wish to retrieve all the values irrespective of the basis selected. The system lists the following options:

Value Selected in the “Work Center” field	The system lists the following options:
BER	Yes No
Order Applicability	Others Parts Aircraft
Part Applicability	APU", "Landing Gear", "Engine", "All Components", "None", "Other Components" & "Non-Components"
Order Category	The system lists all the order categories that are in “Active” status as defined for the category type “Customer Order Category” “Category” business component.
User Status	The system lists all the order categories that are in “Active” status as defined for the category type “Service Sale Quote User Status” in the “Category” business component.
Sale Type	The system lists all the entities that are in “Active” status as defined for the entity type “Sale Type” in the “Define Process Entities” of the “Common Masters” business component.

Cust. Service Rep.

The person to liaise for the customer order. You can enter the number in full or specify it partially using the “*” character.

Select the “Search” pushbutton to retrieve the search results in the multiline.

The system performs the following:

Retrieves all the quotes that are in “Pending for Customer Approval” status between the given order dates.

Enter the following fields in the “Default Values” group box:

Core Disposition	Indicates whether to scrap the maintenance object or send it in "as is" condition to the customer if it crosses the BER limit.
App. / Rej. Reason	Notes describing the reason for approval / rejection of the quotation.

Note: You can either directly enter the reason for approval / rejection of all the quotes in this group box or you can enter the reason for each of the quotes in the “Quote Details” multiline.

The system lists the following fields in the “”Quote Details” multiline:

Quotation	The code identifying the quotation.
Q. Rev. #	The revision number of the quote.
App. / Rej. Reason	Reasons for approving or rejecting the quote Ensure that the reason entered in the header and the multiline are similar.
Approval #	The number identifying the approval for reference.
Approve Date	The date on which the quote is approved by CSM. Note that this date is not later than the system date.
Cust. Inst.	Record of customer instructions regarding the customer order.
Core Disposition	Use the drop-down list box to specify the disposition of the core object based on its BER limit. The system lists the following options: Return 'As Is' - Indicates that the maintenance object be returned at its present condition. Scrap Locally - Indicates that the maintenance object be scrapped. Ensure that no value is selected in this field if you wish to approve a quote.
Hold Code	Use the drop-down list box to specify the hold code associated to the quote. Data entry in this field is mandatory if the quote is rejected.

The system displays the following fields:

Q. Status	The status of the quote.
Customer #	The identification number of the customer associated with the customer order.
Cust. Order #	The identification number of the customer order.
CO Rev. #	The revision number of the customer order.
CO Priority	The execution priority assigned to the customer order.
Customer Name	The name of the customer associated with the customer order.
Sale Type	The sale type of the customer order as inherited from the associated quote.
Primary Work Center #	The work center in which the customer order must be executed.
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.
Serial #	The serial number for the part
Part Description	The short name / description of the part.
Aircraft Reg #	The aircraft associated with the customer order.

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

Click the "Approve" pushbutton, to approve the selected quotation.

Note: Ensure that a quotation is selected in the multiline if you wish to approve the quote.

Note: Ensure that you create a new quote to include changes to the quote if estimations have been modified.

The system performs the following:

Updates the status of a record from “Pending For Customer Approval” to “Approved”.
Does not allow approval of a record if value is selected in the “Core Disposition”.
Does not allow approval of quotes that are in “Partial Approval Status”.
Click the “Re-Quote” pushbutton to create and send a revised version of the quote.

Note: Ensure that at aleast one record is selected in the multiline to re-quote / reject.

The system performs the following:

Updates the status of the quote to “Re-quote”.
Updates the status of the quote to “Reject”.
Click the “Stop Work” pushbutton to reject the quote.

To proceed carry out the following:

Select the “Manage Customer Contract” pushbutton to manage customer contract details.
Select the “Record Rejections” pushbutton to record rejection details at task level.