Maintain Quotation

Select the “Create Quotation With Ref to RFQ” link at the bottom of the “View Request for Quotation” page.

The “Maintain Quotation” page appears.

The system displays the following in the header:

Supplier Code	The code identifying the supplier.
Supplier Name	The name of the supplier.

The system displays the “Maintain Quotation Details” tab by default on the launch of the page.

This tab allows the supplier for the creation of a quotation for a selected RFQ. The supplier can create quotation for a RFQ until all quantity is being quoted and should be before the closing date of RFQ. The system displays the supplier details, company details, OU details and amount details. The supplier provides the Quotation details, Advance and Insurance details and Shipping and Delivery details. The system displays the creation and modification details.

The system displays the following details in the “Quotation Details” group box.

Company Code	The code identifying the company.
Company Name	The name of the company.
Organisation Unit Code	The code identifying the Organisation Unit.
Organisation Unit Name	The name of the Organisation Unit.

Select the relevant option from the drop-down:

Quotation No.	Use the drop down list to select the number identifying the quotation.
	Help facility available.

Enter the following details in the “Quotation Details” group box :

Quotation Date

The date on which the quotation was raised(Date Format).

Select the relevant option from the drop-down:

Numbering Series

Use the drop down list to select the numbering type for generating the quotation number .

The system displays the following :

RFQ No.	The number identifying the RFQ .
RFQ Date	The date on which the RFQ was raised .

Enter the following details in the “Quotation Details” group box :

Contact Person	The name of the contact person of the supplier(Alphanumeric,45).
Payment Term	The terms and conditions pertaining to the payment to be made for the items specified in the quotation. (Alphanumeric,30).
Mode Of Payment	The mode in which the payment for the items will be made. (Alphanumeric,25).
Valid From	The date from which the quotation is valid(Date Format) Mandatory.
Valid To	The date up to which the quotation is valid (Date Format). Mandatory. The valid to date should be later than the valid from date.

Select the relevant option from the drop-down:

Currency

Use the drop down list to select the currency specified for the quotation. Mandatory.This is the currency in which the rates are specified.

Enter the following details in the “Advance And Insurance Details” group box :

Advance Payable(%)	The percentage of advance payable by the customer to the supplier.This value should be positive.(Integer).
Insurance Term	The terms and conditions pertaining to the insurance. (Alphanumeric,20). Mandatory.

Enter the following details in the “Shipping And Delivery Details” group box :

Inco Term	The International Commercial terms of the supplier. (Alphanumeric,40). Mandatory.
Inco Place	The place at which the INCO term is applicable(FOB) (Alphanumeric,60). Mandatory.
Carrier	The carrier in which the goods are going to be transported. (Alphanumeric,40). Mandatory.
Mode Of Transport	The mode of transport for the transfer of goods from the supplier to the customer. (Alphanumeric,20).Mandatory.
Packaging Remarks	The additional information related to the packing done to the items. (Alphanumeric,150).Mandatory.
Shipping Remarks	The additional information related to the shipping done to the items. (Alphanumeric,200).Mandatory.

The system displays the following in the “Amount Details” group box :

Total Value	The total value of the items specified in the quotation.
Basic Value	The basic value of the items specified in the quotation.
Taxes	The taxes of the items specified in the quotation.
Additional Charges	The additional charges of the items specified in the quotation.

Enter the following in the “Amount Details” group box :

Exchange Rate

The Exchange Rate of the currency.(Integer). This value should be greater than zero.

The system displays the following in the multiline :

Quotation Line No.	The unique identification number of the line, which represents an item in the quotation.
RFQ Line No.	The identification number of the line, which represents an item in the Request for Quotation document.
Item Code	The code identifying the item.
Variant	The variant of the item.
Description	The textual description of the item.
Quantity	The quantity of the item required.
UOM	The unit of measurement of the item in which it is supplied.
Cost	The cost pertaining to the items for which the quotation is prepared.
Per	The Basic unit of the UOM specified in which the item is measured.
Basic Price	The basic price of the item. Basic Price = [ (Cost/Per) * Quantity]
Taxes	The taxes of the item.
Additional Charges	The additional charges of the items.
Total Value	The total value of the line item. Total Value = Basic Price + Taxes + Additional Charges

Select the relevant options in the drop-down :

Schedule Type	Use the drop down list to select “Single” or “Staggered”. If Single is selected, the items are delivered all at a time. If “Staggered” is selected, the items are delivered in parts.The system displays blank by default.
Price Break	Use the drop down list to select “Yes” or “No” to mention whether price break is applicable.If "Yes" it means that the price at which the material is being offered varies with the quantity purchased. The system displays blank by default.

The system displays the following in the multiline :

Need Date	The date in which the items are required.
Receipt At	The place in which the items are received and receipted.

The system ensures the following before saving :

4Quotation quantity should be less than the RFQ quantity.

4The status of the RFQ will be “Quoted” if the quotation lines have a reference of RFQ line number.

Click the “Maintain Quotation” pushbutton to update the quoted quotation.

To maintain the schedule of delivery of items the supplier can select the “Maintain Schedules” tab.

This tab allows the supplier to schedule the delivery of the items.This page displays all the supplier details like the supplier code and the supplier name.

On giving the quotation line number, the system displays all the item details such as the item code, variant of the item, description of the item, the OU where the item is to be received. The supplier can distribute the quantity into various schedules by giving various supply dates .

Select the “Maintain Schedules” tab.

The “Maintain Schedules” tab appears.

The system displays the following in the “Item Details” group box :

Quotation No.

The number identifying the quotation.

Select the relevant option from the drop-down :

Quotation Line No.

Use the drop-down list box to select the unique identification number of the line, which represents an item in the quotation.

The system displays the following in the “Item Details” group box :

Item Code	The code identifying the item.
Variant	The variant of the item.
Description	The textual description of the item.
Quantity	The quantity of the item to be supplied.
UOM	The unit of measurement of the item in which it is to be supplied.
Receipt At	The place in which the items are received and receipted.

Enter the following in the “Schedule Details” multiline :

Schedule Date	The date on which the items are scheduled to be supplied.(Date Format) Mandatory.
Schedule Quantity	The quantity that is scheduled to be supplied on the schedule date. (Integer) Mandatory.

The system ensures the following before updation :

4Need date has to be blank for a line item with schedule type as "staggered"

4Schedule Quantity cannot exceed Required Quantity.

Click the “Maintain Schedule” pushbutton update the schedule details.

To maintain the quantity price break up details the supplier can select the “Maintain Qty Price Break Details” tab.

This tab allows the supplier to provide the quantity price break up details. This page displays all the supplier details like the supplier code and the supplier name.

On giving the quotation line number, the system displays all the item details such as the item code, variant of the item, description of the item, the OU where the item is to be received. The supplier provides the range of quantities with their specific price per unit measures.

Select the “Maintain Qty Price Break Details” tab.

The “Maintain Qty Price Break Details” tab appears.

The system displays the following in the “Item Details” group box :

Quotation No.

The number identifying the quotation.

Select the relevant option from the drop-down :

Quotation Line No.

Use the drop-down list box to select the unique identification number of the line, which represents an item in the quotation.

The system displays the following in the “Item Details” group box :

Item Code	The code identifying the item.
Variant	The variant of the item.
Description	The textual description of the item.
Quantity	The quantity of the item to be supplied..
UOM	The unit of measurement of the item in which it is to be supplied.
Receipt At	The place in which the items are received and receipted.

Enter the following in the “Qty Price Break Details” multiline :

From Quantity	The Quantity from which the price specified is applicable. (Integer).Mandatory.The value should be a non- zero positive number.
To Quantity	The Quantity up to which the price specified is applicable. (Integer). Mandatory. The value should be a non- zero positive number. The “To Quantity” should be greater than the “From Quantity”.
Price Per Unit	The price of the item per unit of measure. (Integer).

Click the “Maintain Price Break Details” pushbutton to update the price break up details.

The system displays the following in the “Data History” group box :

Created By	The login ID of the person who created the Quotation.
Created Date	The date on which the Quotation was created.
Last Modified By	The login ID of the person who modified the Quotation.
Last Modified Date	The date on which the Quotation was modified last.