This panel displays the main information for the supplier quotation received. A supplier quotation for an RFQ can be received through DI or it can be entered manually.
From a supplier quotation you can create:
- a purchase order
- a supplier agreement
- new prices in the Purchase prices file (maintained via the Work with items menu item)
This is done from the Supplier quotation lines panel.
Click OK to access the Supplier quotation lines panel where you view the items on the quotation.
Function keys
| Business partners | Access the Work with business partner program. |
| Text | Edit text for the supplier quotation header. The text entered will be copied into the supplier agreement, if a supplier agreement is created from a quotation line. Note: If text is defined on a quotation line, that text is copied into the agreement, instead of the text defined in the quotation header. |
- Supplier quot. no
- Optional entry. Displays the quotation number which can be changed.
- Warehouse
- Optional entry. Displays the warehouse to which the items should be delivered. If this quotation should create a purchase order, the warehouse will be updated for the items on the order.
- Expiry date
- Mandatory entry. Displays the expiration date of the quotation, i.e. the quotation is only valid until this date.
- Currency
- Mandatory entry. Displays the currency for the purchase prices. If you are creating a quotation manually, the currency is retrieved automatically from the Business partner file.
- From date
- Mandatory entry. If this quotation should create a supplier agreement, enter the starting date from when the agreement is valid.
If the quotation should create new prices in the Purchase prices file, enter the starting date from when the new prices, discounts and limits are valid.
- Order discount %
- Displays the order discount as a percentage. If you are creating a quotation manually, the order discount is retrieved automatically from the Business partner file. Note: The discount is only used if the quotation should create a purchase order.
Note: If you create a purchase order from this quotation line, only those items with the Order discount valid field set to YES in the Item file (Supplier information panel) will be included in discount calculations.
- To date
- If this quotation should create a supplier agreement, enter the ending date of the agreement.
- Suppl agreement no
- If this quotation should create a supplier agreement, enter the supplier agreement number.
- Supplier quot. ref
- Optional entry. Displays the supplier’s reference for this quotation. If you are creating a quotation manually, the reference is automatically retrieved from the Business partner file. If the quotation should create a purchase order, the reference is updated in the purchase order header.
- Terms of payment
- Mandatory entry. Displays the terms of payment for this quotation. If you are creating a quotation manually, the terms of payment is automatically retrieved from the Business partner file. If the quotation should create a purchase order, the terms of payment is updated in the purchase order header.
Instead of entering a code from the Terms of payment table, you can enter 999 in the first field, after which a text of your own choice can be entered in the second field.
Note: If a valid supplier agreement exists with a value defined for the terms of payment, that value will override the value defined on this panel.
- Terms of delivery
- Mandatory entry. Displays the terms of delivery for this quotation. If you are creating a quotation manually, the terms of delivery is automatically retrieved from the Business partner file. If the quotation should create a purchase order, the terms of delivery is updated in the purchase order header.
Instead of entering a code from the Terms of delivery table, you can enter 999 in the first field, after which a text of your own choice can be entered in the second field.
Note: If a valid supplier agreement exists with a value defined for the terms of delivery, that value will override the value defined on this panel.
- Manner of transport
- Optional entry. Displays the manner of transport for this quotation. If you are creating a quotation manually, the manner of transport is automatically retrieved from the Business partner file. If the quotation should create a purchase order, the manner of transport is updated in the purchase order header.
Instead of entering a code from the Manner of transport table, you can enter 999 in the first field, after which a text of your own choice can be entered in the second field.