Quote Details - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016)

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Help
Version_SPMat
2016 R4 (8.4)

The quote detail information is maintained on the Quote Details tab.

The sequence of the quote details or the requisition line item assigned to the inquiry is shown in the Seq field.

The name of the requisition is shown in the Engineering Requisition field. This field only shows the name of the requisition if exactly one requisition (cycle) is associated with the quote detail. Otherwise, this field contains the value 'n DIFFERENT' with n representing the number of different requisition(s) (cycles). If more than one requisition line item is attached to the quote detail, the Quoted Quantity field has a magenta background color. To see the full details of the requisition line items attached to a quote detail, including the supplement information, you can double-click on the Quoted Quantity field, which takes you to the Req Line Items tab.

The requisition supplement is shown in the Suppl field. This field is only filled if exactly one requisition line item is associated with the quote detail. Otherwise, this field remains empty and the Quoted Quantity field is displayed with a magenta background color.

The origin (branch) of the requisition is displayed in the Origin field. This field only shows the name of the origin if the origin of all associated requisitions is identical. Otherwise, this field contains the value 'n DIFF' with n representing the number of different origins, and the Quoted Quantity field is displayed with a magenta background color.

The line item number (position) and the sub line item number (sub position) of the requisition line item are shown in the Pos and Sub Pos fields. These fields are only filled if exactly one position/sub position number is associated with the quote detail. Otherwise, these fields remain empty, and the Quoted Quantity field is displayed with a magenta background color.

The order sequence number is used for tracking of related agreement line items throughout several requisition supplements if the project default ZR_PROCSEQ is activated. This order sequence number is shown in the Proc Seq field. This field is only filled if exactly one proc order sequence is associated with the quote detail. Otherwise, this field remains empty, and the Quoted Quantity field is displayed with a magenta background color

The ident code for the ident placed on this line item is displayed in the Ident Code field. This field is displayed with a red background color if the attribute defined by project default ZP_DEVATTR is assigned to the quote detail. This attribute is intended to be used as an indicator that you originally wanted to exchange the ident. But, as this exchange is not allowed, you are warned by the red colored field that the displayed ident short description (order description) is not correct. To see the correct order description, click the Attributes button to view the value of the attribute for the changed description.

The Tag Number field shows the tag number for a (non-bulk) ident. You can double-click in this field to open the S.80.25 Tag Description and History screen if the tag number is not like '---' and not like 'UNTAGGED'. If the item rule of the ident is SWT, TFM, TOM, or TWM, S.80.25 shows the Tag Description and Tag History tabs. For other item rules (like SOT), only the Tag History tab is displayed. For idents with item rule TAB, the Ident Layout and Tag History tabs are displayed.

For idents with item rules TAB, TFM, TOM, or TWM, it is possible to update the tag number. When doing so, you are asked whether you want to use the S.80.24 Rename Tagged Items screen for this change or if you want to update the tag number immediately. The S.80.24 screen allows you to check all occurrences of the tag number prior to changing it. Moreover, you have the choice of updating only the commodity code, only the tag number, or both in the case of item rule TFM, TOM, and TWM. For idents with item rule TAB, you can only update the tag number itself.

If you decide to immediately update without using S.80.24, both commodity code and tag number are updated for item rules TFM, TOM, and TWM. For idents with item rule TAB, only the tag number is changed.

Regardless of how you update the tag number and commodity code, you still must click the Save button to commit your changes to the database.

The commodity code of the material on this line item appears in the Commodity Code field.

The alternate number displayed in the Alt field acts as a sequence number to distinguish between the alternates for a quote detail. The alternate number of the original quote detail is 0 (zero). When the quotes are created, one quote detail is created for each requisition line item. If you want to offer an alternate to the original requisition line item/quote detail, you can create alternates by clicking the Create Alternate button. Each time you click this button, another alternate is created, and the alternate number is increased by 1.

The Split Seq field displays the sequence number to order the splits of a quote detail.

If the No Bid indicator is marked, the bidder has not sent a bid for this quote detail. You cannot set this indicator if the quote detail has already been selected for this bidder.

The No Comp Bid indicator 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.

The Split indicator 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 attributes, other costs, and attachments, can be applied to the splits.

The Sel indicator shows whether the quote detail has been assigned to the bidder. Here this check box is only displayed for informational purposes. To assign a quote detail to a bidder, you must use the Awarding screen.

The Size 1/2 fields show the sizes 1 and 2 of the selected ident.

Quantities

The Quantities fields are shown next.

The Released Quantity field 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.

The Quoted Quantity field shows the quantity for which the bidder has returned a bid. If the quote detail is associated with more than one requisition line item, this field shows the sum of the quantities of all associated requisition line items and the background color of this field is set to magenta. In this case, you cannot update the quantity here. Because the system has to track the quantities finally purchased for requisition line items, you must update the quantities on the requisition line item level and not on the quote detail level. Otherwise, the system cannot detect whether an engineering requisition has already been purchased completely or not. To apply changes on the requisition line item level, you can double-click in this field. Window 3 opens with the Req Line Items tab activated.

Here you can update the Quoted Quantity field for each associated requisition line item.

The Quantity Unit field shows the unit of the quoted quantity. All units that have been defined for the unit groups WEIGHT, VOLUME, or QUANTITY are available and are valid values for this field. You cannot overwrite a quantity unit that is automatically set by the system because this value is already derived from the Smart Reference Data setup. You can double-click in this field to open the A.10.12 Units of Measure screen where units are defined.

The previous quantity of the quote detail is shown in the Last Quantity field. That is, this field displays the quantity of the item on the previous inquiry supplement. If you are looking at the first supplement of an inquiry or if the quote detail has been added newly on the current supplement, the value 0 (zero) is shown here.

The Changed Quantity field shows the difference between the Quoted Quantity and the Last Quantity of the quote detail. If the supplement of the inquiry is 0 or if the quote detail has been added newly on the current supplement, the value 0 (zero) is shown here.

Prices/Costs

The Prices and Costs fields are shown next.

You can select the type for the unit price from the dropdown list in the Unit Price Type field. By default, the unit price has no type. The following values are available:

  • Including

  • Excluding

  • No Quote

  • Not Required

This unit price type information is meant to be used for spare parts

You can only select a different type if the Unit Price field is set to 0 (zero). A unit price can only be entered if this Unit Price Type field is empty.

Enter the unit price of the quote detail in the Unit Price field (for a quantity of 1). If the price type is filled, you cannot enter a unit price. If you enter a unit price, you cannot use the Supply Price and Install Price fields. Or vice versa, you can enter values for supply and/or install price instead, and then the Unit Price and Extended Price fields are protected against update. In this case, the unit price is automatically calculated as the total of the supply price and install price. The extended price is then also calculated automatically.

The Extended Price field displays the extended price. If the price base is set to QTY-UNIT, the extended price is the result of the multiplication of the quantity with the unit price. If the price base is set to WEIGHT-UNIT, the extended price is calculated as the product of quantity, unit price, and unit weight. When the extended price is calculated, the precision set for the currency on the A.10.12 Units of Measure screen is taken into account. If, for example, the precision for a currency is set to 1, the price base is set to QTY-UNIT, the quantity is 10.25, and the unit price is 1.2345, the extended price is 12.70 instead of 12.65. If you update the extended price, the unit price is recalculated taking the price base into account. You cannot update the extended price if the price type is set or if a supply price and/or an install price have been entered.

The Discounted Price field displays the discounted price, which is determined by the extended price reduced by the discount. Such a discount can be defined either on the quote detail level using the Discount %/Discount Amount fields or on the other cost level by entering a negative value in the Other Cost % field. The discount amount defined on the other cost level can be seen in the OC Discount field.

The Supply Price field shows the price to be paid for a quantity of 1 (one). The Install Price field shows the price to be paid for the installation of a quantity of 1 (one).

If the Price Type field is filled, you cannot enter a supply price or an install price. You can either enter a unit price or use the Supply Price and Install Price fields. In this case, the unit price is automatically calculated as the total of the supply price and install price. The extended price is then also calculated automatically.

The Gross Other Costs field shows the sum of all other costs that are attached to this line item without discounts. Evaluation costs are not included in the gross other costs. If the currency of an other cost differs from the currency of the line item, the cost value is converted to the currency of the line item using the factor on the Exchange Rates tab of the P.30.21 Prepare RFQ screen. If no factor is provided by the inquiry cycle, the conversion factors on A.10.13 Unit to Unit are applied. If no conversion factor is defined, a warning appears and no value is displayed in the Gross Other Costs field.

The Net Other Costs field contains the sum of all other costs that are attached to this line item including discounts. Evaluation costs are not included in the net other costs. Discounts are only applied to other costs that have been marked as being discountable. If the currency of an other cost differs from the currency of the line item, the cost value is converted to the currency of the line item using the factor on the Exchange Rates tab of the P.30.21 Prepare RFQ screen. If no factor is provided by the inquiry cycle, the conversion factors on A.10.13 Unit to Unit are applied. If no conversion factor is defined, a warning appears, and no value is displayed in the Net Other Costs field.

The Net Price field shows the net price of a quote detail; the net price is the sum of the discounted price and the net other costs.

The currency of the prices is shown in the Currency field. All currencies defined on the A.10.12 Units of Measure screen for the unit group CURRENCY can be selected.

Select the price base from the dropdown list in the Price Base field. You can select QTY-UNIT (quantity unit) or WEIGHT-UNIT. If the price base is weight unit, the costs are calculated using the unit weight and the quantity; otherwise, the costs are calculated using the quantity only.

Enter the weight for a quantity of 1 (one) as specified by the bidder in the Unit Weight field. The weight unit is shown in the Weight Unit field. All units defined on the A.10.12 Units of Measure screen for the unit groups WEIGHT and QUANTITY are available and are valid values for this field. The Total Weight field shows the total weight, which is calculated as the product of the quantity and the unit weight. If you update the total weight, the unit weight is recalculated. The precision of the currency defined on A.10.12 is taken into account when calculating the total weight.

The base for discount calculation appears in the Discount Base field. By default, the Discount % field is the base for the discount calculation. When any values such as the quantity or the unit price are changed, the value in the Discount % field is used to calculate the new discount amount. If the discount base is set to ‘Discount Amount,’ the discount amount remains fixed and is used to calculate the new discount percentage when values such as the quantity or the unit price are changed. Depending on the setting of the discount base, you can either update the Discount % field or the Discount Amount field. If the discount base is set to 'Discount Amount' and if no discount has been defined on the quote summary level, the Discountable check box is cleared for all other costs that have been assigned to the quote detail. Thus, the software prevents any discount from being applied to the other costs. If a discount has been defined on the quote summary level, the check box is not reset. But the discount percentage defined on the quote detail level is not applied to the other cost. Only the overall discount of the quote summary level is applied. If you want the discount to also be applied to the other costs, you must set the discount base to 'Discount %' or reset all discount values and define the discount on the other cost level.

The discount in percent granted by the bidder is shown in the Discount % field. When a discount percentage is entered, the discount amount is automatically calculated. The discount is applied to the extended price of the quote detail.

  • The discount percentage can only be modified if the discount base is set to 'Discount %'.

  • The discount is also applied to all other costs that have been marked as discountable provided the discount base is set to 'Discount %'. But the corresponding discount amount is not included in the value in the Discount Amount field.

  • The value of the total other costs is only refreshed when you click the Save button to save your changes.

Alternatively, discounts can be defined by assigning other costs with a negative other cost percentage on the quote detail. You can either use the Discount % and Discount Amount fields or define discounts on the other cost level. You cannot use both features. If discounts have been entered on the other cost level, the Discount Base, Discount %, and Discount Amount fields cannot be changed. If discounts have been entered in the Discount % and Discount Amount fields, you cannot define discounts for quote details on the other cost level.

The Discount Amount field shows the discount amount granted by the bidder. The discount amount can only be modified if the discount base has been set to 'Discount Amount'. When a discount amount is entered, the discount percentage is automatically calculated. The discount is applied to the extended price of the quote detail.

The OC Discount field shows the amount of the discount defined on the other cost level and applied to the extended price of the quote detail.

The Restocking % field shows the percentage of the price to be paid for restocking the item in the event of cancellation.

The Restocking Price field shows the price for restocking the item in the event of cancellation. The restocking price is calculated based on the discounted price and the restocking %.

The price to be paid if modifications are applied to the item appears in the Modification Price field.

The Packing Price field shows the price for packing the item.

The packing dimensions appear in the Packing Dimensions field, and the packing volume appears in the Packing Volume field with the unit of volume in the Volume Unit field. All units defined for unit groups 'VOLUME' and 'QUANTITY' can be entered. You can double-click in this field to open the A.10.12 Units of Measure screen.

Shipping/Schedule

The Shipping and Schedule fields are shown next.

The Country of Origin field displays the name (code) of the country from which this line item comes. You can double-click in this field to open the A.10.34 Countries/States/Provinces screen where the countries are defined.

The Manufacturer field shows the name of the manufacturer.

The manufacturer's catalog number for the item being supplied appears in the Catalog Number field.

The % Dom. Prod. field shows the percentage of the materials manufactured in the U.S. The initial value of this field depends on the setting of project default ZP_EXPLICR. If ZP_EXPLICR is set to Y (default value), this field is set to 0, and the Exp Lic Req check box is selected. If ZP_EXPLICR is set to N, this field is set to 100, and the Exp Lic Req check box is not selected.

The Incoterm field shows the name (code) of the incoterm. You can double-click in this field to open the P.10.34 Incoterms screen where incoterms are defined.

The delivery place of the material appears in the Delivery Place field. To avoid that each time a delivery place is needed the same place is written in a different manner, the entries you make in this field are checked against the delivery places that have been defined on the P.10.37 Delivery Places screen. For example, Rotterdam, ROTTERDAM, and rotterdam all refer to the same delivery place. But, in fact, these are three different delivery places for the system. If you enter a delivery place that is not defined on P.10.37 so far, you will get a warning in case you have access and update rights for this screen. Then it is up to you to decide whether you prefer to select a known delivery place from the LOV or whether you want to create an additional, new delivery place. If you don’t have access and update rights for the P.10.37 screen, you can only enter delivery places pre-defined on P.10.37.

The Shipping Days field shows the number of days that are required for shipping from the delivery place to site. This number of days is retrieved from the P.10.38 Shipping Days screen using the delivery place of the quote detail as 'Delivery Place from' and the value of project default ZP_SITELOC as 'Delivery Place to'. The data shown here is only for information and is not used anywhere else in the downstream workflow.

The Pred Contract field shows the predicted (promised) contract date assigned to the agreement line item when an agreement is created. This expected contract date is calculated regardless of the setting of project default ZP_INIT_PC but otherwise according to the rules described on the P.50.07 Maintain Agreements screen for the Prom Contract field. 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, the background color of this field is red.

The ROS Date field shows the date when the material is required on site (ROS). This information comes from the associated requisition line item(s). If more than one requisition line item is associated with the quote detail, the earliest ROS date is shown here.

The Req Delivery Date field shows the required delivery date. This date 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.

Select the Exp Lic Req check box if an export license is required for this item. The initial value of this check box depends on the setting of project default ZP_EXPLICR. If ZP_EXPLICR is set to Y (default value), this check box is not marked and the % Dom. Prod. is set to 0 (zero). If ZP_EXPLICR is set to N, this check box will not be marked and the % Dom. Prod. field is set to 100.

The Exp Lic Number field shows the export license number.

The number of weeks required at least for shipping the item is displayed in the First Ship field.

The number of weeks required at most for shipping the item is displayed in the Last Ship field.

If the Last Ship Date field is used, this date is inherited to the Prom Ship Date field of item shipments when an agreement is created from this quote summary.

The Group By 1 to 5 fields display the values of the first to fifth group-by attribute.

To assign a supplier catalog number, click in the Supplier Catalog Number field and click the LOV button to open Window 15, which displays the CMS Explorer.