Once you receive the supplier’s bid, change the quotation status to Quotation received. Then, enter the supplier’s bid for service information and change the quotation status to Approved/completed to approve the quotation to create a purchase order.
Follow these steps to enter supplier bids for services.
Open the Quotations form (QMQUOT).
Query for the quotation for which to enter supplier bids for services.
Click the Services tab. Datastream 7i displays the Services page.
Line—Query for the quotation line for which to enter supplier bids.
Hours offered—Enter the number of hours that the supplier offered for the service.
People offered—Enter the number of people that the supplier offered for the service.
Lead time—Enter the number of days necessary for delivery.
Valid until—Enter the date until which the quoted price is valid.
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Click Create task to create a list of detailed instructions to be included on a work order, and then click Attach to add the list to the activity. |
Choose one the following options:
Enter the cost per unit—Enter, for Unit price, the cost for one unit. Datastream 7i enters the total cost of the quotation item in Total amount and enters the supplier’s currency code in the adjacent field.
Enter the total cost of the quotation line—Enter, for Total amount, the cost of the quotation item. Datastream 7i enters the supplier’s currency code in the adjacent field and enters the cost for each unit in Unit price.
Exchange rate—Enter the exchange rate if the supplier’s currency is different from your company’s currency.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
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When a supplier’s bid is accepted, Datastream 7i uses this information to update unit of measure and purchase price throughout the database. |