Quotations are requests to suppliers for prices on parts and services. First, create requests for quotations (RFQs) and add quotation line details. Second, print RFQs and send them to suppliers. Next, enter supplier bids and assign ratings to them. Finally, generate purchase orders and blanket orders directly from quotations.
For each step, the Status of the quotation header must be updated. Refer to the following descriptions when changing the status:
U (Unfinished)—The request for quotation is in the creation stage. Create the quotation header, and add parts and services.
R (Ready for printing)—The request for quotation is ready to be printed and sent to the supplier.
Q (Quotation received)—The quotation has been received from the supplier and the response is ready to be entered on the lines tabs.
A (Approved/completed)—The quotation is approved and ready to be transferred to a purchase order.
Refer to the following topics for information on creating quotations.
Adding Service Details to Quotations
Adding External Repair Requisition Lines to Quotations
Creating a New Quotation from Requisition Line Items
Adding Requisitioned Parts to an Existing Quotation
Copying Existing Quotation Details
Entering Supplier Bids for Parts
Entering Supplier Bids for Repairable Spares