Enter Order Quotation Data

Explanation

Use the Order Quotation window to enter the received quotation replies for order requests. The order quotation contains information to create a single purchase order.

When the supplier has received a request for a quotation, the supplier returns a quotation that includes the requested details. Once you receive the quotation from the supplier, enter the received details in this window. Enter the price quotation and any discounts and additional costs for each supplier. When you have entered the quotation details, the quotation receives the Answered status, and can be selected in the Order Quotation Approval window.

Prerequisites

• A request for an order quotation must have been released.
• The supplier must have sent you the quotation reply.

System Effects

• When quotation information is entered for a supplier, the quotation line status is updated from Created to Answered.
• If the supplier has specified a ship via code in the answer, and you are entering a ship via code, that code will be be valid for the purchase order line. However, no lead time will be retrieved to the purchase order line if no supply chain relation is established. If no ship via code is specified, the ship via code on the purchase order line is retrieved according to the normal procedure. This involves that the system retrieves the ship via code, along with lead times, from the appropriate supply chain relation.
• If no delivery term or payment term is specified, the information is retrieved to the purchase order line according to the normal procedure.
• If the tax regime is VAT or Mixed, the tax code is retrieved to the part quotation line from the supplier for purchase part. The tax code for a no part quotation line is retrieved from the supplier. In the event the supplier has no tax code defined, the company tax code will be retrieved. In the case of a no part an alternative tax code maybe selected from the List of Values.
  Based on the values in the amounts exclusive of tax fields, amounts inclusive of tax are automatically calculated and displayed in the respective fields.           
  Note: If the supplier tax liability is taxable, only tax codes of type VAT can be specified. If the supplier tax liability is exempt, only tax codes of type No VAT ( for real imports from outside the EC ) and Calculated ( intra EC supplier) can be specified. 
• If the company tax regime is VAT, the price and tax calculations are controlled by the setting on the Use Price Incl Tax check box. The default setting of the check box is retrieved from the corresponding request for order quotation line. The setting can be changed before saving, if necessary.
• If the company tax regime is VAT and the Use Price Incl Tax check box is selected, the Price/Curr, and Additional Cost fields are non editable and the price is calculated based on the price including tax value and the tax code. The additional cost amount is calculated based on the tax code and the additional cost gross amount. The Price Incl Tax/Curr and Additional Cost Gross/Curr fields are editable.
• If the company tax regime is VAT and the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr and Additional Cost Gross/Curr fields are non editable and the price including tax is calculated based on the value entered for the price and the tax code. The additional cost gross amount is calculated based on the tax code and the additional cost net amount. The Price/Curr and Additional Cost/Curr fields are editable.
  

Window

Order Quotation

Related Window Descriptions

Order Quotation
Order Quotation/Part Quotation Lines
Order Quotation/No Part Quotation Lines
Order Quotation/Activities

Procedure

1. Query for the appropriate request number, and select the appropriate supplier from the Request No list.
2. In the Received Date field, indicate the arrival date of the quotation.
3. Save when completed.

Enter part quotation data:

1. Click the Part Quotation Lines tab.
2. The line number, part number, part description, condition code (if any), quantity, and purchase unit of measure will be displayed in the quotation.
3. Enter the offered price from the supplier.
4. Change the price conversion factor if the purchase unit of measure and the price unit of measure are not the same (Price Unit of Measure = Purchase Unit of Measure*Price Conversion Factor).
5. Enter the offered discounts (in percentage) and the additional costs (in the supplier's currency) in the corresponding fields.
6. Optionally, enter the date on which the supplier promises to deliver the parts.
7. Repeat steps 2 through 6 for each part quotation reply.
8. Save when completed.

Enter no-part quotation data:

1. Click the No-Part Quotation Lines tab.
2. The line number, description, quantity, and purchase unit of measure will be displayed in the quotation.
3. Enter the offered price from the supplier.
4. If the company tax regime is VAT, the tax code of the supplier will be displayed. To specify an alternative code, enter a short code or select a value from the List of Values.
5. Change the price conversion factor if the purchase unit of measure and the price unit of measure are not the same (Price Unit of Measure = Purchase Unit of Measure*Price Conversion Factor).
6. Enter the offered discounts (in percentage) and the additional costs (in the supplier's currency) in the corresponding fields.
7. Optionally, enter the date on which the supplier promises to deliver the parts.
8. Repeat steps 2 through 6 for each no-number part quotation reply.
9. Save when completed.