Request for Lease Quotation

This page allows you to specify the customer’s request for lease quotation. The RFQ number is entered manually or generated automatically by the system based on the numbering series selected as prefix and “year” as suffix. The RFQ date will be the system date and can be changed if necessary.

If the customer already exists, then the details pertaining to that customer are retrieved and displayed in the appropriate fields. In case of prospective customer, the details are to be entered manually. The customer related RFQ details are captured in this page. You can enter the item details and the action to be performed on creation of RFQ number. After all the necessary details are furnished, the RFQ number is generated. The links available at the bottom of the page facilitates you to enter the related information pertaining to the RFQ.

Select the “Request for Lease Quotation” link under the “Quotation” business component.

The “Request for Lease Quotation” page appears.

Enter the following details in the “RFQ Details” section:

RFQ No.	The unique number identifying the RFQ. The system generates the RFQ number if the numbering type is not set to “Manual”. Mandatory.
Date	The date on which the customer makes the request for lease quotation. Mandatory.
Status	The status of the RFQ. The following options are available: Fresh – The fresh status indicates the newly created quotation when all the mandatory information is specified. Only the fresh status can be deleted. Quote – The quoted status indicates the status of the RFQ based on the which the quotation is raised. The system updates the status of the RFQ to quoted when the quotation is authorized.
Type	Use the drop-down list box to select the type of quotation. The combo is loaded with the values “Consignment Trip Operation” or “Rental”. The system displays “Consignment Trip Operation” by default on the launch of the page.
Numbering type	Use the drop-down list box to select the numbering type. The values are populated from “Numbering Class” business component. Mandatory.

Enter the following details in the “Customer Details” section:

Customer Type	Use the drop-down list box to select the type of customer. The combo is loaded with the values “Existing” or “Prospect”. Mandatory.
Customer Code	The code identifying the customer.
Prospect Code	The code identifying the prospective customer.
Customer Name	The name of the customer. .The system ensures that this field is not left blank in case if the type of customer is set to “Prospect”.
Customer Address ID	The address ID of the customer.
Address Line 1	The first line address of the customer.
Address Line 2	The second line address of the customer.
Address Line 3	The third line address of the customer.
City	The name of the city in which the customer resides.
State	The name of the state in which the customer resides.
Country	The name of the country to which the customer belongs. Mandatory
Zip	The zip code applicable to the address.
Contact Person	The name of the contact person.
Phone	The telephone number of the customer.
Fax	The fax number of the customer.
E-Mail	The E-Mail ID of the customer.
URL	The website address of the customer.
Sales Person Code	The code identifying the salesperson.
Sales Person Name	On selection of salesperson code, the system displays the name of the salesperson.
Sales Channel	Use the drop-down list box to select the sales channel to which the salesperson is linked. The system displays blank by default on the launch of the page.
Special Instruction If Any	Instructions if any that are pertaining the quotation before the quotation is raised.

Enter the following details in the “Reference Document Details” section:

Customer RFQ No.	The RFQ reference number of the customer.
RFQ Date	The date when the customer raised the request for quotation.
RFQ Valid Till	The date up to which the RFQ is valid. Mandatory.
Mode of Enquiry	Use the drop-down list box to select the mode of enquiry of the customer requested for the quotation. The combo is loaded with the values “Direct”, “Fax”, “Telephone”, “RFP” and “Tender”.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Equipment Category	Use the drop-down list box to select the equipment category. The combo is loaded with all the values from the “Maintain Codes” activity in the “Maintenance Organization” business component.
Equipment Code	The code identifying the equipment.
Equipment Desc.	The description of the equipment.
Classification	The classification of the vehicle.
Sub Classification	The sub classification of the vehicle
Service Type	Use the drop-down list box to select the service type. The combo is loaded with the values “Domestic” and “International”.
No. of Drivers	The total number of drivers required to carry out the equipment.
Route No	This shows the Route number, according to the travel.
From Location	The code identifying the location for which the equipment has to be carried.
To Location	The code identifying the location to which the equipment has to be delivered.
Load Type	Use the drop-down list box to select the load type. The combo is loaded with values “FTL” and “LTL”.
Delivery Dead Line	The deadline date for delivering the equipment.
Make	The manufacturer of the vehicle.
Model	The unique code identifying the model for which the rental unit has to be specified.
Rental Unit	Use the drop-down list box to select the rental unit for which the price have to be retrieved. The combo is loaded with the values “All”, “Days”, “Hour”, “Month” and “Week”.
Required Date	The date at which the equipment required to be delivered.
Reason	Any remarks pertaining to the equipment.
Remarks	Any remarks pertaining the lease quotation.
Trailer Type	Use the drop-down list box to select the type of trailer used to carry out the equipment.

Click “Maintain” button to save Lease Quotation details and status should fetch as 'Fresh'.
Click “Delete” button and Status is equal to Fresh and user should change the status to delete. Delete option deletes the current data. Quotations available in “Draft”/”Fresh” statuses can be deleted.

To Proceed do the following:

Click “Maintain Site Inspection” link from the bottom of the page for maintaining site.
Click “Maintain Equipment Quotation” link from the bottom of the page for maintaining equipment quotation.
Click “Specify Checklist” link from the bottom of the page for checklist specification.
Click “Attach Notes” link from the bottom of the page to add notes.
Click “Collaborate” link from the bottom of the page to display alert messages.
Click “Shipping Details” link from the bottom of the page to give shipping details.

The system displays the following details in the “Data History” section

Created By	The login user ID of the person who has created the quotation.
Created Date	The date on which the quotation was created.
Modified By	The system updates "Last modified by" with login user id, while updating existing records.
Modified Date	The system updates "Last modified date" with login user id, while updating existing records.