On the Overview sub-tab, you can see the current status of the commercial evaluation at a glance.
The Ordered by field on the top shows by which fields the displayed records are ordered. By default, the data are ordered by bidder. To change the order criteria, click the Order By ... button or select Order by this field ascending/descending from the pop-up menu. For more information, see Core Workflow Screens.
The name of the bidder is shown in the Bidder field, with the bidder’s company in the Company Name and Company fields.
The Buyer field shows the name of the user who has been assigned to this bidder as the buyer.
The Total Price field displays the total costs of the quote, that is, the sum of quote detail costs, packing prices, and total other costs. For the calculation of the total price, the cheapest alternate is considered, if an alternate exists at all. Quote details for which no bid has been returned are not considered.
The Quote Detail Costs field displays the total costs of the quote details, that is, the sum of discounted prices of all line items for the quote minus the discount defined on the quote summary level (assigned other costs). The discount defined on the quote summary level is applied to the net prices of the quote details. If alternates have been entered, the cheapest alternate is considered. Quote details for which no bid has been returned are not considered.
The Total Other Costs field displays the total other costs of the quote, that is, the sum of the other costs on the quote detail level plus other costs on the quote summary level minus discounts that have to be applied to other costs. Other costs that have been marked as evaluation costs are not included in this total. If alternates have been created for a quote detail, the other costs of the cheapest alternate are used in this calculation. Quote details for which no bid has been returned are not considered.
The Evaluation Costs field displays the total other costs that have been marked as evaluation costs. These costs are not included in the total other costs.
The currency of the quote costs is shown in the Currency field.
The CE Passed indicator shows whether the commercial evaluation for the bidder has been passed. If the CE Passed check box is selected and the date of the final commercial evaluation has been set for a bidder, the commercial evaluation has been completed. The commercial evaluation is a prerequisite for assigning positions to a bidder, that is, to perform the awarding.
To perform the commercial evaluation for a bidder, you can either select the CE Passed check box for each commercial evaluation checklist on the subsequent Checklists tab and then finally mark the CE Passed check box in this overview, or you just select the check box here and the check boxes on the Checklists tab are set automatically. The actual date is automatically filled in the Final Comm Eval field as the final commercial evaluation date when the CE Passed indicator is selected. And vice versa, if you fill the Final Comm Eval field, the check box is automatically marked.
The commercial evaluation can only be updated for bidders:
who does not have positions assigned
whose bid is not approved. If the approval process has already been started, changes are no longer allowed either.
who returned a bid
whose bid has not been rejected (only this rejection can be taken back)
You can either pass the commercial evaluation or reject a bid. That is, you can only fill in the date of the final commercial evaluation and set the CE Passed indicator, or you can fill in the date of rejection and set the Rejected indicator.
You can enter the date when the preliminary commercial evaluation has been performed in the Pre Comm Eval field. This date field is optional and is not required as a prerequisite for the final commercial evaluation, which means you do not need to enter the preliminary commercial evaluation date to be able to fill in the final commercial evaluation date to pass the CE.
The date when the commercial evaluation has been completed for the bidder is entered in the Final Comm Eval field. When CE Passed is selected, this field is automatically filled with the current date. And vice versa, when entering the date in this field, CE Passed is automatically marked.
You can select the Rejected indicator to reject this bid. The check box is marked automatically when you enter the date of rejection in the Reject Date field. Vice versa, if you select the Rejected check box, the Reject Date is filled automatically with the actual date if it is not filled already.
The date when the bid has been rejected is displayed in the Reject Date field. You can enter a comment about why the bid has been rejected in the Reject Comment field. This comment is optional.
The No Bid indicator shows whether a bid has been returned. If the bidder did not return a bid, this check box is set. A commercial evaluation can only be performed for those bidders that have returned a bid.
The Sel indicator shows whether any quote detail of this quote has been selected in the awarding process. After any quote detail has been selected, the commercial evaluation cannot be changed any longer for this quote.
The Approved indicator shows whether the quote is approved. Once a quote has been approved, no more updates can be applied.