Enter Order Quotation Data

Explanation

Use the Order Quotation window to enter the received quotation replies for order requests. The order quotation contains information to create a single purchase order.

When the supplier has received a request for a quotation, the supplier returns a quotation that includes the requested details. Once you receive the quotation from the supplier, enter the received details in this window. Enter the price quotation and any discounts and additional costs for each supplier. In addition you can enter or change the supplier's part number and suppliers part description. When you have entered the quotation details, the quotation receives the Answered status, and can be selected in the Order Quotation Approval window.

Prerequisites

System Effects

Window

Order Quotation

Related Window Descriptions

Order Quotation
Order Quotation/Part Quotation Lines

Order Quotation/No Part Quotation Lines

Order Quotation/Activities

Procedure

  1. Query for the appropriate request number, and select the appropriate supplier from the Request No list.
  2. In the Received Date field, indicate the arrival date of the quotation.
  3. Save when completed.

Enter part quotation data:

  1. Click the Part Quotation Lines tab.
  2. The line number, part number, part description, condition code (if any), quantity, and purchase unit of measure will be displayed in the quotation.
  3. Enter the offered price from the supplier.
  4. Change the price conversion factor if the purchase unit of measure and the price unit of measure are not the same (Price Unit of Measure = Purchase Unit of Measure*Price Conversion Factor).
  5. Enter the offered discounts (in percentage) and the additional costs (in the supplier's currency) in the corresponding fields.
  6. Optionally, enter the date on which the supplier promises to deliver the parts and the supplier's own part number and description.
  7. Repeat steps 2 through 6 for each part quotation reply.
  8. Save when completed.

Enter no-part quotation data:

  1. Click the No-Part Quotation Lines tab.
  2. The line number, description, quantity, and purchase unit of measure will be displayed in the quotation.
  3. Enter the offered price from the supplier.
  4. Change the price conversion factor if the purchase unit of measure and the price unit of measure are not the same (Price Unit of Measure = Purchase Unit of Measure*Price Conversion Factor).
  5. Enter the offered discounts (in percentage) and the additional costs (in the supplier's currency) in the corresponding fields.
  6. Optionally, enter the date on which the supplier promises to deliver the parts and the supplier's own part number and description.
  7. Repeat steps 2 through 6 for each no-number part quotation reply.
  8. Save when completed.