Pricing Quotation

What Pricing Quotation is

Pricing Quotation is the own-company costing work you use to support a sales offer. It connects the sales job to the work of requesting supplier information, preparing a quotation, and handing the resulting work to procurement, project management, or the warehouse.

An RFQ (request for quotation) is the request for supplier information. A quotation is the supplier's costing response. The work starts from the sales context and moves through these records before procurement, project management, or warehouse work takes over. The same purchasing record can link back to its sales job, so you can keep the costing work with the offer it supports.

The sales job's Purchasing tab is a cross-link to this work area. Use Sales job record for the sales record itself.

mermaid
flowchart LR
    S[Sales job] --> P[Pricing Quotation]
    P --> R[RFQ]
    R --> Q[Quotation]
    Q --> PR[Procurement]
    Q --> PM[Project management]
    Q --> W[Warehouse]

Before you start

Before you open a record, know which sales job and package you are costing and which supplier information belongs to the request. The record carries the job items into the RFQ and quotation work, so selecting the right items and supplier keeps the downstream request aligned with the sales offer.

Prerequisites

The detailed RFQ and quotation field rules appear with the corresponding panels below.

With that context in place, confirm the conditions below before opening the work list.

Find Pricing Quotation work

Use the list tab that matches the work you are looking for rather than opening a record first and searching its panels.

Open a list or an existing record

Prerequisites

• You know whether you need active RFQ work, quotation work, all records, or an archived exception list.

Steps

1. In the Sales menu, select Pricing Quotation.

2. Select the list that matches your purpose.

   If you need to…	Select
   Review the complete list	All
   Work with requests for quotation	RFQs
   Work with supplier quotations	Quotations
   Find exception records	Archived

3. In Archived, select the filter that matches the record state.

   If you need to find…	Select
   RFQs without a quotation	Unquoted RFQs
   Cancelled RFQs	Cancelled RFQs
   Rejected quotations	Rejected Quotations
   Deleted records	Deleted

4. Select a data row to open its Pricing Quotation record.

   

Result: The selected list or record opens, ready for you to identify its columns or record panels.

Understand the list and record surfaces

The list answers which costing records need attention. A record then groups the RFQ or quotation panels belonging to the purchasing job. The information shown in the list comes from the list layout used by your company, so work from the headers visible in your list.

List columns and actions

The RFQ list can show these nine headers:

The quotation list can add Offer price and Offer price in € to the list information. The list also provides the titled buttons Refresh, Table Layout, and Settings.

The list can also provide a header filter and a Filter Row for narrowing the displayed records. Paging displays 30 records at a time, and the selected layout controls the columns; column reordering and resizing are enabled. Export is available only when the purchase/list Export permission allows it. The export dialog offers Excel and PDF icon choices.

RFQ and quotation panels

An RFQ panel can show Sub-supplier, its RFQ state, and Bid Due Date when a date is present. The RFQ editor carries Required Offer Type, RFQ Date, Required Bid Due Date, and the selected Items.

A quotation panel can show Sub-supplier, an alternative or revision marker, its state, Offer No., Offer Price, Offer Expiry Date, Expired Since, and Bid Due Date. The quotation editor carries the quotation fields and item rows. Sub-supplier is a required single-choice field. Offer No., Offer Type, Offer Date, Validity Period, Delivery Time, and Delivery Term are mandatory only when the corresponding company configuration requires them. Offer Date cannot be later than today. Validity Period and Delivery Time must be within the configured period range. If entered, Payment Period must be a whole number within that range.

Each retained quotation item needs a description, a quantity greater than zero and no more than six digits, and a non-negative Unit Price. The quotation also requires at least one item with a nonblank description.

For a saved standalone record, Attachment loads the attached documents and Last Modifications loads the record's audit history.

Order area

The quotation panel's active controls do not include Convert To Order. Use Purchase job orders when the next work belongs to an existing purchasing-order process.

Quotation actions and recovery

On a saved, unchanged quotation that is not Ordered, the available action depends on its state. Valid Offer moves a saved Draft quotation to the valid state. Alternative Offer and Revision are available for a persisted quotation when they are shown. Rejected Offer, Cancel RFQ, and Regretted To Offer open their corresponding flows. Back to RFQ returns a persisted, unchanged, non-Ordered quotation to the RFQ flow.

The recovery actions Consider Offer as Not Rejected, Consider RFQ As Not Cancelled, and Consider As Not Regretted restore the matching exception state when they are shown.

When a quotation is cancelled, regretted, or rejected, its popup requires the applicable date and reason or comment fields. Cancellation requires Cancellation Reason, Cancellation Date, and Comment. Regret requires Regret Reason, Regret Date, and Comment. Rejection requires Reject Date and Comment.

Follow RFQ and quotation hand-offs

Use the selected job items to prepare the RFQ, then continue with the supplier quotation and the downstream hand-off. The focused RFQ and quotation pages own the complete editing procedures.

Move from selected items to the next record surface

Prerequisites

• The Pricing Quotation record is saved.
• The record has package items.
• You have selected one or more items for a new RFQ.

Steps

1. Select the job items that belong in the request.

2. Select + RFQ.

3. In the Add New RFQ dialog, complete the RFQ fields and select Save.

4. Choose the submission route that applies to your access.

   If you can send mail	If you cannot send mail
   Select Send RFQ To Sub-supplier.	Select Consider RFQ As Submitted To Sub-supplier.
   The mail flow prepares the RFQ content and attachment before Send To Principal.	The RFQ is treated as submitted without the mail route.

5. When the submitted RFQ is ready to become a quotation, select Receive Offer.

6. On the quotation panel, select Save after entering the quotation information and item values.

Result: The selected job items are represented in the RFQ, and a submitted RFQ can move to the quotation surface. A saved quotation reports Saved Successfully.

Continue the work after the quotation

Prerequisites

• The quotation work is complete and you know which downstream area receives the next task.

Steps

1. Open the downstream area that matches the next task.

   If the next task is…	Open
   Procurement work	Purchase jobs procurement chain
   Project work	Project management workspace
   Warehouse fulfillment	Warehouse fulfillment flow

Result: You are at the downstream work area that matches the next part of the job.

Handle stage and availability branches

The available action depends on the record's stage and whether it is saved without unsaved changes. Read the stage shown on the RFQ or quotation panel before selecting an action.

The active list has no Orders tab.

If the available action differs from the expected stage or access, use the branch table above before continuing.

When list or record work goes wrong

Use the exact message on screen to identify the correction. The shared messages below are listed only where this Pricing Quotation work can raise them; shared attachment, mail, order, milestone, package, and contact messages belong to their owning pages.

Out of scope

The shared message An error occurred while processing your request belongs to general request-error handling rather than a Pricing Quotation-specific correction.

Know what happens next

After you select a destination, continue in the page that owns the next job.

The list and record surfaces use company setup for some fields and list columns. The quotation and RFQ procedures explain those fields where you enter or change them. The record-level order area remains a separate gated path.