Edit bidder's quote details - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2
  1. Click Quote Awarding > Quote Summaries.

  2. Select and click a Bidder to view his quote details.

    To read detailed field descriptions see Quote Details.

    The columns of the Quote Details grid and their descriptions are listed below.

    Column

    Description

    Seq

    Sequence number of the line item

    Engineering Requisition

    Name of the requisition, or 'n DIFFERENT' with n representing the number of different requisition(s) assigned to the line

    Supplement

    Requisition supplement number

    Origin

    Origin (branch) of the requisition

    Pos

    Line item (position) number

    Sub

    Sub line item (position) number

    Proc Seq

    If project default ZR_PROCSEQ is set to Y, Proc Seq is displayed instead of Pos and Sub. It shows an order sequence number that is used for tracking of related agreement line items throughout several requisition supplements.

    Ident Code

    Ident code of the ident placed on this line item

    Tag Number

    Tag number for a (non-bulk) ident

    Commodity Code

    Commodity code of the material on this line item

    Alternate

    Number of the alternate for a quote detail. Alternates are created using Create Alternate button.

    Split Seq

    Sequence number to order the splits of a quote detail. Splits are created using Create Split button

    No Bid

    If set to Yes, the bidder has not sent a bid for this quote detail

    No Comparable Bid

    Shows whether this quote detail is comparable or not. This indicator is automatically set if a quote detail is split and the total of the split quantities is greater than the originally quoted quantity or if the quantity or weight unit of the splits differ.

    Split

    Shows whether the quote detail has been split. If a quote detail has been split, the original quote detail cannot be changed any longer. Modifications, including modifications of properties, other costs, and attachments, can be applied to the splits.

    Selected

    Shows whether the quote detail has been assigned to the bidder, either by selecting the bidder from the Bidder select list, or using Assign Bidder button.

    Size 1

    Size 1 of the selected ident

    Size 2

    Size 2 of the selected ident

    Released Quantity

    Displays the result of 'total released quantity - last total released quantity' of the corresponding requisition line item(s). In the case of detail tags, 0 (zero) is displayed.

    Quoted Quantity

    Quantity for which the bidder has returned a bid

    Quantity Unit

    Unit of the quoted quantity

    Last Quantity

    Previous quantity of the quote detail, that is, the quantity of the item on the previous inquiry supplement. 0 (zero) is displayed on supplement 0 or if the quote detail has been added newly on the current supplement.

    Changed Quantity

    Shows the difference between the Quoted Quantity and the Last Quantity of the quote detail. 0 (zero) is displayed on supplement 0 or if the quote detail has been added newly on the current supplement

    Unit Price Type

    You can select the type of the unit price from the drop-down list, with these available values: Including, Excluding, No Quote, Not Required

    Unit Price

    Unit price of the quote detail

    Extended Price

    The extended price is the result of the multiplication of the quantity with the unit price, if the price base is set to Quantity. If the price base is set to Weight, the extended price is calculated as the product of quantity, unit price, and unit weight.

    Discounted Price

    Displays the discounted price, which is calculated from the extended price reduced by the discount

    Supply Price

    Price to be paid for a quantity of 1

    Install Price

    Price to be paid for the installation of a quantity of 1

    Gross Other Costs

    Sum of all other costs that are attached to this line item, without discounts

    Net Other Costs

    Sum of all other costs that are attached to this line item including discounts

    Net Price

    Net price of a quote detail, which is the sum of the discounted price and the net other costs

    Currency

    Currency of the prices

    Price Base

    Select the Quantity or Weight price base. If the price base is Weight, the costs are calculated using the unit weight and the quantity; otherwise, the costs are calculated using the quantity only.

    Unit Weight

    Weight for a quantity of 1 as specified by the bidder

    Weight Unit

    Weight unit

    Total Weight

    Total weight, which is calculated as the product of the quantity and the unit weight

    Discount Base

    Base for discount calculation

    Discount %

    Discount in percent granted by the bidder

    Discount Amount

    Discount amount granted by the bidder

    Other Cost Discount

    Amount of the discount defined on the other cost level and applied to the extended price of the quote detail

    Restocking %

    Percentage of the price to be paid for restocking the item in the event of cancelation

    Restocking Price

    Price for restocking the item in the event of cancelation. The restocking price is calculated based on the discounted price and the restocking %.

    Modification Price

    Price to be paid if modifications are applied to the item

    Packing Price

    Price for packing the item

    Packing Dimensions

    Packing dimensions

    Packing Volume

    Packing volume

    Volume Unit

    Unit of the volume

    Country of Origin

    Name (code) of the country from which this line item comes

    Manufacturer

    Name of the manufacturer

    Catalog Number

    Manufacturer's catalog number for the item being supplied

    Domestic Production %

    Percentage of the materials manufactured in the U.S.

    Incoterm

    Name (code) of the incoterm

    Delivery Place

    Delivery place of the material

    Shipping Days

    Number of days that are required for shipping from the delivery place to site

    Predicted Contract Date

    Predicted (promised) contract date assigned to the agreement line item when an agreement is created

    Status

    If the sum of the predicted contract date and shipping days is greater than the ROS date or if any data is missing for this calculation, this is highlighted in the Status cell

    ROS Date

    Date when the material is required on site (ROS)

    Required Delivery Date

    Required delivery date, which is calculated by subtracting the number of weeks defined by project default ZP_X_WEEKS from the ROS date of the associated requisition line item

    Export License Required

    Shows if an export license is required for this item

    Export License Number

    Export license number

    First Shipment

    Number of weeks required at least for shipping the item

    Last Shipment

    Number of weeks required at most for shipping the item

    Last Shipment On

    This date is inherited to the Promised Ship Date of item shipments when an agreement is created from this quote summary

    Supplier Catalog Number

    Supplier catalog number

    Group By 1

    Value of the 1st group-by property

    Group By 2

    Value of the 2nd group-by property

    Group By 3

    Value of the 3rd group-by property

    Group By 4

    Value of the 4th group-by property

    Group By 5

    Value of the 5th group-by property

    Rental Start Date

    Used for the equipment rental process, rental start date

    Rental End Date

    Used for the equipment rental process, rental end date

    Interval

    Used for the equipment rental process, rental interval. The available values are Minutes, Hours, Days, Weeks, Months, and Years.

    Valid Period

    Number of the valid duration with respect to the specified interval

    Bidder

    Bidder who is selected for this line item, either by entering in this cell or by using the Assign Bidder button

    SHARED Tip To view quote details of another bidder, select the Bidder from the list.

  3. To display additional columns with property or CIP values, click Display Columns and do the following:

    • On the Display Properties tab, select the properties to be viewed in the Property cell.

    • On the Display CIPs tab, select the CIPs which results should be viewed in the CIP Name cell.

    • Click Save and close the dialog.

    The specified columns are displayed most-right in the Quote Summaries grid.

  4. To create an alternate as a duplicate of the selected line item, click the Create Alternate button.

    This button is not available if:

    • the line item is an alternate (alternate number > 0),

    • the line item is a split (that is, Split Seq is not empty),

    • the line item is a master or detail tag,

    • the approval process for the quote has started or is completed, or

    • the quote detail has been assigned to another bidder and this quote is approved or the approval has started.

  5. To create alternates for all line items, click Alternate.

  6. To split the quantities of a quote detail into several lines, click the Create Split button.

    This button is not enabled if:

    • the bidder did not return a bid for this quote detail (No Bid is set to Yes),

    • the line item was created by a split (Split Seq is not empty),

    • the line item is a master or detail tag,

    • the line item is already assigned to a bidder, or

    • the approval process for the quote has started or is completed.

  7. Use the Split Tag button to create detail tags for quote details with assigned Tag Number.

    • Detail tags cannot be created for quote details with Alternate greater 0, with quantity that has been split, or if more than one requisition line item is associated with the quote detail.

    • When splitting the master tag the first time, two detail tags are created. If you need more detail tags, you must click the button again for each further detail tag.

    • After creating detail tags, the quoted quantity of the master tag can no longer be updated.

    • The released quantity of the detail tags is set to 0 (zero).

    • If a detail tag has been created by mistake, it can be deleted.

  8. To award a line item to any bidder, select the bidder from the list in the Bidder cell.

  9. Alternatively, to award multiple line items to the bidder who is displayed above the grid, select the check box on line items and click Assign Bidder.

  10. To reset the awarding for the bidder who is displayed above the grid, select the check box on line items and click Reset Bidder.

  11. To view or attach documents, click Attachments.

    For more information see Attach documents.

    1. Click Attach > New Document.

    2. In the Attach Document window, do the following:

      1. Type the Document Code, Revision and Seq.

      2. Optionally, type the document Short Description and Description.

      3. Proceed as follows:

        1. To attach a physical copy, select Physical and type the Source Path. Optionally, add No. of Pages, Creation Date, Changed Date and Author. Click Attach.

        2. To attach a link, select Link, then click Select Destination in the Source Path box and select the destination code from the list. Click Browse in the File Name box, paste the source path address into the folder address bar, and select the file. Optionally, add No. of Pages, Creation Date, Changed Date and Author. Click Attach.

        3. To attach a document to be stored in the database, select DB Storage, click Browse in the File Name box, and select a file. Optionally, add No. of Pages, Creation Date, Changed Date and Author. Click Attach.

        4. To attach a hyperlink, select Hyperlink, paste the hyperlink in the File Name box, and click Attach. Optionally, add No. of Pages, Creation Date, Changed Date and Author. Click Attach.

    3. To open an attached document, do the following:

      • For a Hyperlink path type, click the File Name to open the document.

      • For a DB Storage path type, click the File Name to download the file.

      • For a Link path type, click the File Name to open the Copy Link Path dialog. Click Copy to Clipboard and paste the link into a new browser tab to open.

      • For a Physical document type, click the File Name to open it in a new browser window.

    • Combination of Document Code and Revision must be unique.

    • If DBA setting VALIDATE_ATTACHMENT_URLS is set to Y, filenames of attached documents with type Physical, Link or Hyperlink are validated against the whitelist specified with DBA Settings ATTACHMENT_ALLOWED_URLS. This means, only URLs or UNC paths are allowed which are white listed.

    SHARED Tip To display the highest revision for a document, select the document and click Set Highest Revision.

    Create a document revision

    1. To create a revision for an existing document, select the document and click Revision.

    2. In the New Document Revision dialog, type the New Revision and click Create Revision.

    Attach a document list

    1. Click Attach > Document List.

      SHARED Tip To view only the highest revision of the documents in the Documents dialog, select Display Only Highest Revision.

    2. Select the check boxes for the documents you want to attach and click Add.

    Attach a document set

    1. Click Attach > Document Set.

    2. In the Document Sets dialog, select the Document Set.

      The documents belonging to the set are displayed under Document Set Details.

    3. If you don't want attach all documents displayed under Document Set Details, select the documents you want to add.

    4. Click Add.

  12. To view or edit properties of the quote details, click Manage Properties.

    For more information see Manage properties.

    1. To add a new property, do the following:

      • Select Add Row.

      • Select a property Group.

      • Select a Property.

      • Enter a property value in the Value cell.

      • SHARED Tip If a select list was defined for the property, you can select a valid value from the list.

      • Select Save.

    2. To add a pre-defined set of properties, do the following:

      • Select Add Property Set.

      • Select the Property Set.

      • Select Copy.

    3. To remove properties, do the following:

      • Select the property you want to remove.

      • Select Delete Row from the Row Actions burger menu.

      • Select Save.

  13. Continue with any of the following:

    Edit quote detail other costs

    Edit price breakdown

    Edit other costs

    Edit progress payment events

    Edit addenda