Editing Quotation

Edit Quotation

This page allows you to modify or delete the Quotation. You can add new item/variants into the previously created Quotation or modify the details of existing item/variants. You can modify the item and variant codes, cost and all the other details related to the Quotation. Deletion of the quotation can be done if the Quotation is no longer needed.

Select the “Edit Quotation” link at the top of the “Select Quotation” page.

The “Edit Quotation” page appears.

The systems displays the following details in the header:

Work Flow Status

The workflow status of the purchase quotation.

Note: The field “Work Flow Status” is visible only when “Workflow Parameter” is set as “Yes” in the “Company Parameter Setup” component for purchase quotation.

Status	The status of the Quotation. The statuses of the Quotation are
	Draft – Indicates that the Quotation is created and in incomplete stage.
	Fresh – Indicates that the Quotation is filled up with all mandatory fields.
	Accepted - Indicates that the Quotation can be referred to in a purchase order. Or any other ordering document
	Rejected – Indicates that the Quotation cannot be referred to in a Purchase Order, indicating that the prices are not favorable for purchases
	Deleted - Indicates that a draft or a fresh quotation can be deleted.
	Ordered - Indicates that the quotation in question has been referred in an ordering document.

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

Quotation No.	Unique identification number of the Quotation with which it is referred.
RFQ No.	Unique identification number of the Amendment document. The Amendment document is created whenever any modifications are done to the existing document. This is a post approval document.
Supplier Code	The identification number of the reference quotation.
Name	Name of the supplier associated with the supplier code.

Enter the following:

Address ID	The Unique identification number assigned for the address details of the supplier.
Contact Person	The Name of the contact person in the supplier’s organization is mentioned.
Pay Term	The Payment term related to the Quotation is mentioned.
	Help facility available
Pay Mode	Use the drop down list to select the mode in which the payment will be made.
DD Charges Borne By	Use the drop down list to select the partner who will bear the demand draft charges.
INCO Term	Use the drop down list to select the appropriate International Commercial term pertaining to the transaction.
INCO Place	The Place in which the International Commercial terms were framed is mentioned.
Supplier Offer No.	The Unique identification number of the Quotation document. The Supplier has his own naming convention in which he has created the Quotation document. That number is displayed in this field and can be used for further reference.
Offer Date	The Date in which the supplier created the Quotation. (Date format)
Effective From	The Date from which the quotation is effective for further processing. (Date format). Mandatory.
Effective To	The Date up to which the quotation is effective for further processing. (Date format). Mandatory.
Received Date	The date in which the offer was received. (Dateformat). Mandatory.
Buyer	Use the drop down list to select the corresponding buyer for whom the quotation was created.

The system displays the following:

Quotation Type

The Type of the quotation is displayed in this field.

Enter the following:

Quotation Folder	Use the drop down list to select the folder in which the quotation related documents are saved.
Hold	Check the box to indicate that the quotation is put on hold and is not available for further processing.

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

Total Value	The total value of the Quotation is displayed in this field.
Base Currency Value	The value of the base currency is displayed.
Exchange Rate	The Rate in which the currency is exchanged to the supplier’s currency.
Currency	The Currency induced by the supplier for his transactions.
Basic Value	The basic value of the quotation, which is based on, the items present in the quotation.
Additional Charges	The additional charges that are incurred for the items are displayed.

Enter the following in the “Default Entries” group box::

Need Date	The date in which the items are needed for consumption by the suppliers.
Receipt At	The Rate in which the buyer’s currency is exchanged. (Numeric, 15).
Price Break	Use the drop down list to select whether price break is required or not.
Cost Per UOM	The cost of the item per unit of measure is entered.

Click the “Default” pushbutton to transfer all the values given in the default entries information tab to the line details information tab. The Field values from the default entry tabs are transferred to the respective fields names in the line detail’s tab. The buyer to reduce the data entry operation uses the “Default Entry” pushbutton.

The system displays the following in the “Quotation Line Details” multiline:

Quotation Line No.

A Unique identification number of the Quotation generated by the supplier.

Enter the following:

RFQ Line No.	Unique identification number of the Line, which represents an item in the RFQ.
Item Code	The code of the item requested by the customer.
Item Variant	Variant code is associated with the Item code present in the activity. (Alphanumeric, 4).
Description	Description stating the name/identifier of the variant associated with the item.
Quantity	The Quantity ordered by the customer is entered in this field.
UOM	The Unit of measure in which the customer wishes to purchase the goods from his supplier.
	Help facility available.
Cost	The Actual cost of the item for making a purchase.
Per	The Basic unit of the UOM specified in which the purchase quantity is measured.
Need Date	The Date in which the buyer needs the items for consuming. The Need date is filled with a date only when the Schedule type is “Single”. If the Schedule type is “Staggered”, then the need date would be filled in the Schedule Type page where multiple delivery dates are assigned for a particular item. This field will be filled automatically if the “default entries” pushbutton is accessed.
Schedule Type	Use the drop-down list box to select the Schedule Type. It can be “Single” or “Staggered”. If Single schedule type is selected, it would instruct the supplier to deliver the items all at a time. If it is Staggered schedule type, the line item quantity is divided in to part deliveries and is issued to the buyer.
Receipt At	Use the drop-down list box to select the Name of the place where the customer receives the goods. This field will be filled automatically if the “default entries” pushbutton is accessed.
Lead Time (Days)	The number of days required for the delivery of the item (Integer).
Drop Ship	Use the drop down list to select “yes” or “no”. If “yes” then goods are sent directly to the customers place else it is delivered in to the specified place.
Customer code	Code or identification number of the customer.
	Help Facility Available.

The system displays the following:

Customer Name

Name or identifier of the customer, which is associated with the customer code.

Enter the following:

Drop Ship ID	The Unique identification number assigned to a particular drop ship detail.
Price Break	Use the drop down list to select “yes” or “no” to mention whether price break is needed by the supplier or not.

The system displays the following:

Basic Value	The Basic value of the purchased product based on the Quantity, cost and Per ratio.
	Basic Value = (Quantity * Cost) / Per
Total Value	The total value of the items present in the quotation.

Enter the following:

Adhoc Item Class

Use the drop-down list box to specify whether the item belongs to the adhoc item class.

The system displays the following:

Drawing No	The number identifying the document containing the drawing reference.
Drg Revision No	The revision number of the drawing document.

Check the box in the “Select” column of the multiline to modify the Quotation Line No that are added to the Quotation.

Click the “Get All RFQ Lines” pushbutton to list all the line number pertaining to the referred Request for Quotation. The Line information tab lists the Line numbers, which are related to the Request for Quotation. If the buyer wishes to add other line details also in to the Quotation, he can access this pushbutton.

Click the “Delete Quotation” pushbutton to delete the selected Quotation or “Save Changes” pushbutton to update the Quotation with the modifications.

Created By	The Name of the person who created the Quotation document.
Created Date	The Date of the creation of the Quotation document.
Last Modified By	The Name of the person who made the recently updated the document.
Last Modified Date	The Date on which the last modification was made to the document.

To proceed, carry out the following

Select the “Schedules” link at the bottom of the page to specify the schedules for the purchase quotation.

Select the “Quantity Price Details” link at the bottom of the page to specify the quantity and its price details of the items present in the quotation.

Select the “Taxes Charges and Discounts” link at the bottom of the page to specify the taxes, charges and discounts incurred for the items in the quotation.

Select the “Terms and Conditions” link at the bottom of the page to specify the terms and conditions pertaining to the quotation.

Select the “Quality Attributes” link at the bottom of the page to specify the quality attributes of the items present in the quotation.

Select the “Promotional Items” link at the bottom of the page to specify the items that are classified as promotional in the quotation.

Select the “Attach Notes” link at the bottom of the page to specify the notes to the quotation.

Select the “Tax Calculation - Summary” link at the bottom of the page to specify the tax details pertaining to the items in the quotation.

Select the “RFQ Details” link at the bottom of the page to specify the Request For Quotation document details.

Select the “Supplier Details” link at the bottom of the page to specify the supplier related details.

Select the “Payterm Details” link at the bottom of the page to specify the payment terms related details.

Select the “Buyer Details” link at the bottom of the page to specify buyer related details.
Select the "Operational Checklist" link to record the checklist details required during procurement process.