Pricing Quotation quotations

Quotation work from an RFQ

A quotation is offer-stage work created from an RFQ: it records the offer before the quotation moves on to the next purchasing stage.

The quotation panel is available from Offer until before Order. Each offer in the purchasing job has its own quotation panel.

Start with the prerequisites before you open or change a quotation.

Before you start

A quotation action depends on the offer's saved state, your ability to edit it, and the configuration that controls mandatory fields and choice values.

When these conditions are in place, find and open the quotation.

Find and open a quotation

The Pricing Quotation lists help you identify RFQs and quotations by their visible row headers before you open the record.

Prerequisites

• You can open the Pricing Quotation list.
• You know enough of the package, sales job, purchaser, or sub-supplier information to identify the row.

Steps

1. Open Pricing Quotation.

2. Select Quotations.

   

3. Identify the row from the visible headers Package no., Sales job No., Purchaser, Offer type, Bid due date, Sub-supplier, Client, Package title, Offer price, and Offer price in €.

4. Select the quotation row.

Result: The quotation record opens.

Understand the quotation editor

The quotation editor is the offer panel where you maintain the supplier offer, its terms, and the items carried from the RFQ.

The panel contains these fields:

In Offer Type, select Firm or Budget. Select a value from each available list for Sub-supplier, the purchasing reference, and Unit.

The panel can be read-only when the record is displayed as a child or when editing is not allowed. The quotation list and the RFQs list can also show different columns. The RFQs list includes RFQ stage; the quotation list includes Offer price and Offer price in €.

The active quotation surface does not provide Convert To Order. Continue quotation work through the actions that are available for the offer's current state.

Save a quotation

Enter or change the quotation details.

Prerequisites

• The quotation panel is open and editable.
• You have the sub-supplier, offer information, terms, and item details to enter.
• The quotation has at least one item with a nonblank item description.

Steps

1. In Sub-supplier, select the supplier for the offer.
2. In Offer No., enter the supplier's offer number when your company requires it.
3. In Offer Type, select the available offer type when your company requires it.
4. In Offer Date, enter the offer date when your company requires it.
5. In Validity Period, enter a value from 1 through the allowed maximum when your company requires it.
6. In Delivery Time, enter a value from 1 through the allowed maximum when your company requires it.
7. In Delivery Term, select a term when your company requires it.
8. In Payment Method, select a method when your company requires it.
9. In Payment Period, enter a whole-number value from 1 through the allowed maximum when your company requires it.
10. In PO No., select the purchasing-order reference when your company requires it.
11. In the item rows, enter a nonblank item description.
12. In Qty, enter a value greater than zero and no more than 999,999.
13. In Unit, select the unit for the item when one is available.
14. Select Save.

If a required value is missing, PAMS displays Check mandatory field(s). If the item quantity is outside its range, it displays Invalid input. The value must be greater than 0 and cannot exceed 999,999.00. If the unit price is negative, it displays Invalid input. Please enter a non-negative value.

Result: A new quotation is created or an existing quotation is updated. PAMS displays Saved Successfully after a successful create or update. If saving fails, PAMS displays Saving Error.

Choose a quotation outcome

Choose the action from the quotation action area according to the quotation's current saved state.

Prerequisites

• The quotation is saved.
• The quotation has no unsaved changes.
• The quotation is not Ordered for the state-dependent actions.

Steps

1. Open the quotation action area.

2. Choose one outcome:

   If the quotation is…	Select…	What follows
   A saved Draft with no unsaved changes	Valid Offer	The offer moves into the valid-offer path.
   Valid or Expired	Alternative Offer	A separate alternative quotation is created from the saved offer.
   Valid or Expired	Revision	A separate revision quotation is created from the saved offer.
   Valid or Expired	Rejected Offer	The rejection fields open.
   Valid or Expired	Cancel RFQ	The cancellation fields open.
   Valid or Expired	Regretted To Offer	The regret fields open.
   Rejected	Consider Offer as Not Rejected	The rejection is reversed when the declared conditions hold.
   Persisted, unchanged, and not Ordered	Back to RFQ	The offer returns to the RFQ path.

3. Complete the fields in the popup when Rejected Offer, Cancel RFQ, or Regretted To Offer opens.

4. Submit the popup using its confirmation control.

Result: The selected quotation outcome is applied, or the required reason fields remain available for correction.

If an action is blocked, use the message table before continuing.

When quotation work does not proceed

Use the message on screen to identify what to correct. Messages owned by another page are listed with that owning page.

After correcting a blocked action, continue with the quotation or return it to its RFQ.

Continue after quotation work

After saving or applying an exception outcome, continue from the quotation's next available work surface.

Prerequisites

• The quotation action has completed.
• You know whether you need to continue in Quotations, return to the RFQ, or review an exception list.

Steps

1. Select Back to RFQ when the offer must return to its RFQ path.

2. Open the quotation list when you need to continue quotation work.

3. Open the Archived exception lists when you need to review exception work.

   

Result: The offer remains available in its quotation path, returns to the RFQ path, or is available through the appropriate exception list.