Purchasing - Quotations

@  Quotations

Quotations

Prerequisites:

• Define suppliers and supplier sites.

• Define supplier lists.

• Define locations.

• Define buyers.

• Define unit of measure classes

• Define units of measure.

• Define payment terms.

To enter quotation header information:

1. Navigate to the Quotations window by selecting Quotations from the menu. Purchasing displays the functional Currency from your ledger.

2. Select the Operating Unit for the quotation.

3. Enter a unique number for the quotation.

4. In the Type field, enter one of the document names defined for quotations.

5. If you copied this quotation from an existing RFQ, Purchasing displays the

corresponding RFQ number, which you can override. You can also manually provide an RFQ number.

6. Enter the Supplier for this quotation.

7. Enter the supplier Site for this quotation.

8. Enter a supplier Contact for this quotation.

9. Enter the Ship-To and Bill-To locations for the items on the quotation.

10. Use the Status field to control the status of the quotation:

• In Process

• Active

• Closed

11. Enter the Supplier Quote number.

12. Select Approval Required to indicate that approval is required to purchase goods

based on this quotation.

13. The Response Date is the date you actually received the quotation.

14. Enter the beginning and ending Effective Dates for the quotation.

To approve the quotation:

Select the Approve button to open the Approve Entire Quotation window.

To enter currency information:

Select the Currency button to open the Currency window.

To enter terms and conditions information:

Select the Terms button to open the Quotation Terms window.

To enter shipment information:

When the Quotation Class of the header Type is Bid, you can select the Shipments

button to open the Quotation Shipments window.

To enter price break information:

When the Quotation Class of the header Type is Catalog, you can select the Price

Breaks button to open the Price Breaks window.

To enter a quotation line:

1. Select the Items tabbed region in the Quotations window.

2. Enter a unique Number for the quotation line.

3. Enter the line Type for the item.

4. Enter the Item for your quotation line. Purchasing retrieves the item description,

purchasing category, and unit of measure.

5. Enter the Revision number for the item on the requisition line.

6. Enter the UOM for your quotation line.

7. Enter the unit Price for the quotation line.