Handling Order Quotations for External Repair Orders—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Required Data

Viewing the Released Requests for Quotation for External Service

Purpose: The purpose of this exercise is to view the requests for quotation you released in the Releasing Requests for Quotation for External Repair Orders lesson.

Windows:
Request for Order Quotation

  1. Open the Request for Order Quotation window and query for the request for quotation (RFQ) you released for part no. 212 and supplier AERO.
  2. Query for the RFQ you released for part no. 212 and supplier ROBSON.

Main Exercise

Entering and Approving an Order Quotation for External Service

Purpose: The purpose of this exercise is to show how to enter quotation information for external service. The exercise also shows how to create a purchase order for the approved quotation and how to print a rejection letter for the rejected one.

Windows:
Order Quotation
Order Quotation Approval
 Order Quotation Approvals

  1. Open the Order Quotation window, and query for the RFQ you released for part no. 212 and supplier AERO.
  2. Enter 260 in the Price field and save the record.
  3. Query for the RFQ you released for part no. 212 and supplier ROBSON.
  4. Enter 235 in the Price field and save the record.
  5. Open the Order Quotation Approval window, and query for both quotations to compare the prices received from the suppliers.
  6. The service price quoted by ROBSON lies below that of AERO. Approve the quotation submitted by ROBSON by selecting the quotation line, right-clicking, and then clicking Approve.
  7. A message appears asking you whether you want to create a purchase order for the approved quotation. Click Yes.
  8. The Quotation to Order – Parameters dialog box appears.
  9. Click Auto Select. The system will add the quotation line to the first available order. If no such order exists, as in this case, a new purchase order is created. Note the purchase order number.
  10. The Order No field on the quotation line for ROBSON now shows the number of the newly created purchase order.
  11. Right-click on the quotation line and then click Purchase Order to view the purchase order.
  12. In the Order Quotation Approval window, retrieve the quotation you received from AERO for part no. 212.
  13. Select the quotation line, right-click, and then click Reject. A message appears asking you whether you want to print a rejection letter for the quotation. Click Yes.
  14. Your next step is to release the purchase order for ROBSON as described in the Releasing Purchase Orders for External Repair Orders lesson.

Note: By using the Order Quotation Approvals window, it is possible to select and approve several lines, belonging to a single request, simultaneously.