Add to Project Quotation List
Explanation
Use this function to add parts and
services (no parts) to the project quotation list (PQL). A PQL is a list of
parts and no parts which the project and/or delivery project need price
quotations from suppliers in order to get the best price. Having arrived at the
best prices for parts needed by the project and/or delivery project, the project
team could arrive at a better tender for a prospective customer.
Once the part has been added to the PQL, a
Request for Quotation (RFQ) is created for it. This RFQ is processed in
Purchasing, but necessary changes could only be done from project and/or
delivery project, for example changing the required quantity and need date.
Prerequisites
- Demand for a part or no part must have
been registered in project.
- For a delivery project, the part must exist in the Part
Definition tab with at least an Item Occurrence of 1. In order to create an RFQ for the part, it must exist as a purchase part on the project site.
System Effects
- The part or no part is added to the project quotation list
(PQL).
- Request for a no part demand can no longer be
created
from the Misc. No Part tab.
- The Exist as PQL check box will be
selected.
- A request for quotation (RFQ) can be created from the project quotation list.
- Parts that have been added to PQL from
Part Definition tab inherit the project site.
- If the part has been
added to PQL through the assistant, and this part come from both miscellaneous
demand and Part Definition tab, the PQL line
will be added to the existing list with Order Quantity.
Window
Project
Project Navigator
Activity
Project
Product
Related Window Descriptions
Project/Quotation List
Project Part Definitions
Procedure
The first option is to include PQL data when you copy a project.
- In the
Copy Project
assistant, select the Project Quotation List check box in the second step.
Alternatively, you can add the project demand to PQL using the assistant from
the Project or
Project Product windows as follows:
- Select the Add To Project Quotation List right mouse button menu option in
the
Project/Quotation
List tab.
- In the Add Miscellaneous
Procurement Parts to PQL step of the assistant, all parts and no parts from the miscellaneous
procurement are listed. Select the check box in the Add To Quotation List column for the
parts and no parts you want to add to the quotation list. Select All and
Clear All options are available.
- If the project is not a delivery project, you will go directly to
Specify PQL Dates and Quantities step in the
assistant by clicking the Next button. Here you can modify the date and quantity
information as required. When you are finished,
click Finish. The selected parts will then be added to the quotation list. If any of the rows
you selected already existed in PQL, the quantity in PQL is updated with the required
quantity as listed in the Total Required Quantity.
- Otherwise, if Project Delivery is installed, and the project is a
delivery project, clicking the Next button will display the
Add Part Definition Parts to PQL step in the
assistant, where you can add project
parts to the quotation list. The table lists all part definitions in the project, and you
can select the check box in the Add To Quotation List column for the parts you want to add to
the quotation list. The default site for the project will be used as the site in PQL for these parts. When
clicking the Next button, Specify PQL Dates
and Quantities step in the assistant will be displayed. Here you can modify the date and
quantity information if you want. When you have
finished, click Finish. The selected parts will then be added
to the quotation list. If any of the rows you selected already existed in PQL, the
quantity in PQL is updated with the required quantity as listed in the Total Required
Quantity field.
Another option is to add demand manually by following these steps:
- Select the desired rows in Project/Demand/Misc. Parts,
Project
Navigator/Demand/Misc. Parts, Activity/Demand/Misc.
Parts,
or Project Product/Demand/Misc.
Parts tab.
- Select the Add to Project Quotation List right mouse button menu
option.
- The selected parts will then be added to the quotation list.