# 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. | If you need to… | Go to… | |---|---| | Find the quotation lists | [Find and open a quotation](#find-and-open-a-quotation) | | Check the fields and available actions | [Understand the quotation editor](#understand-the-quotation-editor) | | Enter or change quotation information | [Save a quotation](#save-a-quotation) | | Mark a draft as valid, or create an alternative or revision | [Choose a quotation outcome](#choose-a-quotation-outcome) | | Correct a blocked action | [When quotation work does not proceed](#when-quotation-work-does-not-proceed) | | Return an offer to its RFQ | [Continue after quotation work](#continue-after-quotation-work) | | Work the RFQ that feeds the quotation | [Pricing Quotation RFQs](doc:pricing-quotation-rfqs) | | See the complete Pricing Quotation flow | [Pricing Quotation](doc:pricing-quotation-overview) | 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. | Have this ready | Why it matters | |---|---| | A quotation in the Offer-stage window | The quotation panel appears from Offer until before Order. | | A saved quotation with no unsaved changes | The state-dependent actions apply to persisted, unchanged, non-Ordered offers. | | An editable record | **Save** is available only when editing is allowed; a child display can be read-only. | | The sub-supplier and at least one item with a nonblank description | Offer validation requires both before the offer can be saved or advanced. | | The offer information and item details | Quantity must be greater than zero and no more than 999,999; retained items need a description and a non-negative unit price. | | Your company's mandatory-field configuration | The configured mandatory fields are required only where your company enables them. | 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**. ![The quotation list after selecting Quotations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5dbf07cade72cd7c2e039ffb83c6468e.png) 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: | Area | Fields and choices | |---|---| | Supplier and offer identity | Sub-supplier, **Offer No.**, **Offer Type**, and **Offer Date** | | Timing and terms | **Validity Period**, **Delivery Time**, **Delivery Term**, **Payment Method**, and **Payment Period** | | Purchasing reference | the purchasing reference field | | Items | the item description field, **Unit**, and **Qty** | 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 Pricing Quotation list headers and toolbar](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2dfbdd15c2b9ed42fadc84c349c4bb2e.png) 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. | Message | What to check or do | |---|---| | `This field is required ` | Complete the field carrying the required marker. | | `This Field Is Required` | Complete the field carrying the required marker. | | `Invalid input. The value must be greater than 0 and cannot exceed 999,999.00` | Correct **Qty**. | | `Invalid input. Please enter a non-negative value` | Correct the negative item price. | | `Offer must have at least one item` | Add or retain an item in the quotation. | | `Offer No. cannot exceed 35 characters` | Shorten **Offer No.** to 35 characters or fewer. | | `Check mandatory field(s)` | Complete the configured mandatory fields. | | `Saving Error` | Check the quotation values and try **Save** again. | | `Upgrade needed` | Ask for the subscription required by the selected quotation action. | | `Purchasing offer cancelled` | The cancellation completed; continue from the quotation's resulting state. | | `Purchasing offer regretted` | The regret completed; continue from the quotation's resulting state. | | `Offer rejected` | The rejection completed; continue from the quotation's resulting state. | | `Purchasing job converted back to offer successfully` | The return-to-offer conversion completed. | | `Please select one or more items to create a RFQ.` | Select one or more job items before creating an RFQ. | | `Input contains forbidden characters(< , >). Please remove them and try again.` | Remove `<` and `>` from the affected text. | | `Purchasing job converted to offer successfully` | The RFQ-to-offer conversion completed. | | `No remaining items. All items have been selected` | The RFQ package-item selection is complete. | | ` Package must have at least one item` | Add an item to the RFQ package. | | `This action is only allowed if you belong to that branch` | Use an action for a branch to which you belong. | | `Please enter at least one email` | Enter at least one email address. | | `Inquiry must have at least one item` | Add an item to the inquiry. | | `Order must have at least one item` | Add an item to the order. | | `Items labeled as ‘Ready for Shipment’ or ‘Delivered’ cannot be deleted` | Do not delete items with either of these labels. | | `Please enter action for each milstone ` | Enter an action for each milestone. | | `Required Offer Type` | Complete the required offer type. | | `Required Bid Due Date` | Complete the required bid due date. | | `Your request was completed successfully` | The attachment request completed successfully. | | ` You already have a contact with this name` | Review the existing contact or use a different name. | | `An error occurred while processing your request` | Retry the action or ask an administrator to check the request. | | `Server error` | Retry the action or ask an administrator to check the server request. | | `Saved Successfully` | The quotation was saved successfully. | 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. ![The Quotations list used to continue quotation work](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5dbf07cade72cd7c2e039ffb83c6468e.png) **Result:** The offer remains available in its quotation path, returns to the RFQ path, or is available through the appropriate exception list.