Work with request for quote, Supplier quotation lines (DIR57301)

Options

Create quotation line	Select this option to add an item to the quotation. This option is only valid if the Quot rec field is set to NO.
Create order	Select this option to create a purchase order from the quotation line. This option can be entered for several quotation lines, if you want all the lines to be created on the same purchase order.
Create agreement	Select this option to create a supplier agreement from the quotation line. This option can be entered for several quotation lines, if you want all the lines to be created on the same agreement number. Note: A supplier agreement number has to be defined on the Supplier quotation header panel.
Create new price	Select this option to create new prices in the Purchase prices file. Note: A price must already exist on the supplier quotation line in order to create new prices. The new prices will be displayed in the bottom part of the Purchase prices panel in the Item file. New prices can be created several times for the same quotation line, but the system will send a warning message if new prices already have been created for this quotation line. If creating new prices several times, the “old” new prices will be removed and the new prices updated.
Text	Select this option to enter text to a line. The text entered will be copied into the supplier agreement, if a supplier agreement is created from the quotation line.

Function keys

Show all/Only received

Toggle only items for which a quotation is received and all items.

Selection fields

Work with request for quote, Supplier quotation line (DIR57304)

Related topics

This panel displays detailed information about the selected item on the supplier quotation. This panel can be accessed by selecting the Create quotation line, Change or Display option on the Supplier quotation lines panel. Note: The Change and Display option on that panel are only allowed if the item already is included on the quotation.

If you accessed the panel by selecting the Create quotation line or Change option, some of the information displayed can be changed. If you accessed the panel by selecting the Display option, no information can be changed.

Function keys

Generate item

This function key prompts a window panel where you can automatically generate a new item that does not exist in the Item file. You can also activate (assign) multiple warehouses to which the supplier can deliver the item. The prompt of the window panel can be manipulated in several ways:

Leave the Item field blank and click Generate item. The Generate new item window panel is prompted where you enter default information and immediately generate a new item.
Enter an item which does not exist in the Item field and click Generate item. The Generate new item window panel is prompted with the default information for the item automatically loaded in the fields.
Leave the existing item in the Item field and click Generate item. The Activate warehouses window panel is prompted where you can activate (assign) a new warehouse to which the supplier can deliver the item.

Note: If this quotation line should create a purchase order, a supplier agreement, as well as if new prices should be created in the Purchase price file, the item must exist in the Item file.

Text

Maintain text, which is copied into the supplier agreement, if a supplier agreement is created from this quotation line.

Set default

This function key is only displayed when you selected the Create quotation line option for an item on the quotation. It is used to define default values for the next supplier quotation lines you add. Complete the required fields and click Set default. The system will default the values entered if you add another item to the quotation.

Item

Displays the identification of the item. If the field is blank, it means that the item quoted does not exist in the Item file.

To be able to create purchase orders, supplier agreements and new prices, the item defined in this field has to exist in the Item file. This means that you cannot leave the field blank if you are about to create purchase orders, supplier agreements or add new prices from this line.

If the item does not exist in the Item file, click Generate item to generate it.

Description: Displays a description of the record. If a fictitious item is displayed in the Item field, this field can be changed.

Unit: Indicates the unit for the item. This value is defined on the Item file, System units panel.

Pack size: Displays the pack size to which purchase units are rounded up to (i.e. purchase units per package). The information is used to update the Pack size field in the Purchase prices file, when new prices are created from this quotation line.

Min ord qty: Enter the minimum order quantity. This value can be updated in the Item/purchase price file.

Quantity

Displays the quantity quoted. The quantity is used:

as the purchase quantity when creating a purchase order from this quotation line
as the contracted quantity when creating a supplier agreement from this quotation line

Note: If this quotation line should create a purchase order or a supplier agreement, this field must be completed.

Max ord qty: Enter the maximum order quantity. This value can be updated in the Item/purchase price file.

Lead time: Displays the lead time, i.e. the number of days it will take from purchase order generation to the goods being sent from the supplier’s premises. The information is used when creating new prices from this quotation line. The Lead time field on the Supplier information panel in the Item file will be updated with this value.

Warehouse: Displays to which warehouse the quoted item will be sent by the supplier. This information is used to define the receiving warehouse on the purchase order line, if this quotation line should create a purchase order.

Price unit: Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.

Prc unit qty: Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the quantity for the supplier quotation line displayed according to the price unit. See About price unit handling for more information.

Price 1

Displays the quoted price 1. The price is used:

as the purchase price when creating a purchase order from this quotation line
as the agreement price when creating a supplier agreement from this quotation line
to update New price 1 in the Purchase prices file, when creating new prices from this quotation line.

Note: If this quotation line should create a purchase order, a supplier agreement or new prices, this field must be completed.

Currency: Displays the currency for the prices.

Qty dep pric

Displays the code indicating if volume discounts are allowed.

Valid codes are:

Code	Description
” “	Prices can be entered but no discounts or limits
YES	Prices or discounts and limits should be entered
NO	Only Actual price 1 should be entered

The information is used to update the Qty dep pric field (for new prices) in the Purchase prices file, when new prices are created from this quotation line. It is also used to retrieve the correct purchase price, according to purchased quantity, if a purchase order is created from this quotation line.

Price 2-5: Displays the quoted price 2-5. The prices are used to update New price 2-5 fields in the Purchase prices file, when creating new prices from this quotation line. It is also used to retrieve the correct purchase price, according to purchased quantity, if a purchase order is created from this quotation line.

Discounts 2-5

If Qty dep pric is set to YES, this field displays the discounts (difference percentage) that are valid if you are purchasing the specified and corresponding limits/quantity. The discounts are used to update the New discount 2-5 fields in the Purchase prices file, when creating new prices from this quotation line.

The information is also used to retrieve the correct purchase price, according to purchased quantity, if a purchase order is created from this quotation line. If a purchase order should be created and quantity dependent prices are used, at least Price 2 (or Discount 2) has to be defined.

Limits 2-5

If Qty dep pric is set to YES, this field displays the quantity of the item, (limit), that must be ordered to acquire the prices 2-5. The limits are used to update the New limit 2-5 fields in the Purchase prices file, when creating new prices from this quotation line.

VAT based

Indicates if this is a VAT based item. The code is used:

to update the VAT based field on a purchase order line, when creating a purchase order from this quotation line
to update the VAT based field in the Purchase prices file, when creating new prices from this quotation line.

VAT included

Indicates if VAT is included in the purchase price of the item. The code is used to update the:

VAT included field on a purchase order line, when creating a purchase order from this quotation line
VAT included field in the Purchase prices file, when creating new prices from this quotation line.

Incl VAT% cd

Displays the VAT handling code for the VAT percentage, if any, which is included in the purchase price. If the VAT included field is set to NO, this field must be blank. The code is used to update the:

Incl VAT% cd field on a purchase order line, when creating a purchase order from this quotation line
Incl VAT% cd field in the Purchase prices file, when creating new prices from this quotation line.

FOC: Indicates if the item is free of charge. This information is used to update the FOC field on the purchase order line, if this quotation line should create a purchase order.

PO number: If a purchase order has been created from this quotation line, displays the purchase order number. Note: If several purchase orders have been created for the same line, the last purchase order number is displayed.

Work with request for quote, Deletion of supplier quotation lines (DIR57305)

Related topics

Purchase order creation (DIR57308)

Related topics

This panel is displayed when you have selected to create a purchase order from one, or several, supplier quotation lines.

You can either add the quotation lines to an existing purchase order, or you can create a new purchase order.

Create from

Displays, in the field below, the number of the request for quote from which you are copying.

Request for quote: Displays the number of the request for quote from which you are copying.

Copy to

Enter, in the fields below, the information concerning the document to which you wish to copy.

Order number

If you leave this field blank, the system will create a new purchase order from the selected quotation lines.

If you want to add the item(s) to an existing purchase order, enter the purchase order number. If entering an order number, the following prerequisites apply:

the supplier on the purchase order entered has to be the same as the supplier on the quotation
the order type on the purchase order entered has to be the same as the one entered in the Order type field on this panel
the handler on the purchase order entered has to be the same as the handler entered in the Handler field on this panel.
the status on the purchase order entered has to be 10.

Handler

Enter a valid handler from the Signature table, indicating the handler of the purchase order.

Supplier: Displays the supplier number, retrieved from the supplier quotation, which can be changed.

Order type: Mandatory entry. Enter an order type from the Purchase order type table.

Warehouse

Enter a warehouse from the Warehouse table. If you leave the field blank, the system will search for the warehouse for each purchase order line according to the following sequence:

The warehouse from the Supplier quotation line panel (DIR57304)
The warehouse from the Supplier quotation header panel (DIR57201)

Currency

Enter a code from the Currency table indicating the currency in which the order is going to be displayed. If you leave the field blank, the system will search for the currency for the purchase order according to the following sequence:

The currency from the Supplier quotation header panel (DIR57201)
The currency from the A/P basic data panel in the Business partner file

Transport time: Enter the number of days allocated for the transport of the order from supplier to our warehouse. If you leave the field blank, there will be no transport time on the purchase order lines.

Dispatch date

Note: The entered dispatch date will be used for all purchase order line created from this quotation, irrespective of the dispatch date entered on the quotation lines.

If you leave this field blank, several scenarios apply:

If the Calc. dispatch date field is set to YES, the dispatch date is calculated as:

Today’s date + Lead time in Item file + Administration time in DIS control file
If the Calc. dispatch date field is set to NO, the system will search for the dispatch date according to the following sequence:
1. If a dispatch date is defined on the supplier quotation line, use this
  otherwise
2. If a lead time is defined on the supplier quotation line, calculate dispatch date using today’s date + lead time
  otherwise
3. Use today’s date as dispatch date

Calc. dispatch date: Indicate if the dispatch date should be calculated. Refer to description of the Dispatch date field on this panel.

Cost centre

This field is only displayed if the cost centre handling function is activated. The cost centre handling function is only used for external orders. There are two predefined values that can be defaulted to this field:

If a cost centre has been defined in the Signature table (for the user that is entering the purchase order) it will be defaulted to this field.
If a cost centre has been defined for the supplier in the Business partner file (A/P basic data panel) it will be defaulted to this field.

Note: If a cost centre has been defined in both the Signature table and the Business partner file the default value will be taken from the Signature table.

If no value is defaulted, enter a code indicating the cost centre to assign to the purchase order. This field is mandatory.

Note: A security check will be performed to verify if the user is authorized to enter the cost centre.

Maintain new order: Indicate if you want to access the order when created. Note: This field must be set to YES if the order type entered has the Pre-accounting field set to YES in the Purchase order type table.

Create supplier agreement or Create new purchase prices (DIR57309)

Related topics

Two names are valid for this panel:

If you selected to create a supplier agreement from the quotation, the panel name is Create supplier agreement. The panel displays the supplier for which the agreement should be created.
If you selected to create new prices from the quotation, the panel name is Create new purchase prices. The panel displays the supplier for which the new prices should be updated in the Purchase prices file.

If creating supplier agreements, the agreement can be maintained via the Maintain supplier agreement menu item when the creation is done.

If creating new prices, the purchase prices can be maintained via the Work with items menu item when the creation is done.

Click OK to create the supplier agreement/new prices. Click Back to cancel.