Viewing Quotation

View Quotation

This page allows you to view the details of the Quotation. The Purchase Quotation related information is listed in this page. The only editable field in this page is the Hold, which appears as a check box. The Information pertaining to the Purchase Quotation is categorized and displayed in various headings like Quotation Details, Amount Details, and Quotation Line Details. The Quotation Details tab consists of information related to the Quotation like the Quotation No., RFQ No, Supplier information, Payment and Inco term details, and all the other details related to the Quotation. Amount details have the value of the Quotation, Currency details and Additional Charges that are incurred for the items are displayed. The Line details information tab lists the information that is related to the line, which is associated with an item.

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

The “View Quotation” page appears.

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

Quotation No.	The unique number identifying the Quotation for which the schedule details are specified.
RFQ No.	The Unique identification number of the Request For Quotation document.
Supplier Code	Code or identification number of the supplier.
Name	Name associated with the supplier code mentioned.
Address ID	Use the drop down list box to select the line number of the quotation for which the schedule details are to be specified.
Contact Person	Code or identification number of the item.
Pay Term	Name or identifier associated with the item.
Pay Mode	Description stating the nature of the item.
DD Charges Borne By	The Quantity specified for scheduling.
INCO Term	The Unit of Measure in which the items are measured.
INCO Place	The place in which the items are received.
Supplier Offer No.	This field displays “yes” if the item is specified with drop ship option else “No” is displayed.
Offer Date	When the Dropship field is specified as “yes” then a unique drop ship id assigned to the item, is displayed.
Effective From	The Date from which the quotation is effective for further processing.
Effective To	The Date up to which the quotation is effective for further processing.
Received Date	The date in which the offer was received.
Buyer	The buyer for whom the quotation was created
Quotation Type	The Type of the quotation is displayed in this field.
Quotation Folder	The folder in which the quotation related documents is saved.
Hold	Indicates that the quotation is put on hold and is not available for further processing.
Approved Date	The Date in which the approval of the document was made.

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.

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

Quotation Line No.	The Unique identification number of the Quotation.
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.
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.
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.
Schedule Type	The Schedule Type “Single” or “Staggered” is displayed.
Receipt At	The Name of the place where the customer receives the goods.
Lead Time (Days)	The number of days required for the delivery of the item.
Drop Ship	This displays whether drop ship facility is available to the customer.
Customer Code	Code or identification number of the customer.
Customer Name	Name or identifier of the customer, which is associated with the customer code.
Drop Ship ID	The Unique identification number assigned to a particular drop ship detail.
Price Break	This field displays “Yes” or “No” to denote whether price break is allowed or not.
Basic Value	The Basic value of the purchased product based on the Quantity, cost and Per ratio.
Total Value	The total value of the items present in the quotation.
Adhoc Item Class	Displays whether the item belongs to the adhoc item class.
Drawing No	The number identifying the document containing the drawing reference.
Drg Revision No	The revision number of the drawing 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 “Tax Calculation - Summary” 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 "Operational Checklist" link to view the checklist details recorded during procurement process.

The system displays the following fields:

Created By	The login ID of the person who created the Purchase Quotation.
Created Date	The date on which the Purchase Quotation is created.
Last Modified By	The login ID of the user who recently modified this document.
Last Modified Date	The date in which the last modification was done.