Quotations - HxGN EAM - Version 11.07.01 - Feature Briefs - Hexagon

HxGN EAM RFQs

Language
English
Product
HxGN EAM
Search by Category
Feature Briefs
HxGN EAM Version
11.7.1

The Quotation form allows the customer to update and manage quotations. Quotations are created by an RFQ when the RFQ status has been updated to Sent to Supplier. At this time, a quotation associated with the RFQ is created for each supplier listed on the Supplier tab, and a quotation line is created for each RFQ line or group of RFQ lines based on the Print Options selection of the RFQ. Quotation Totals are calculated when the quotation status is updated to Received.

A Quotation header may have one of the following statuses:

  • Unfinished - Allows the user to make modifications to the quotation.

  • Received - Prevents the user from changing the quotation information. When pricing information exists for associated quotation lines, these lines are displayed on the Selection tab of the associated RFQ.

  • Cancelled - Prevents the user from changing the quotation information and prevents quotation lines from being displayed on the Selection tab of the associated RFQ.

When all the quotations for a specific RFQ have statuses of either Received or Cancelled, the system updates the associated RFQ to All Quotations Received.

The following tabs are on the Quotation screen:

  • Parts - Parts tab is used to record the part quotation line information received from a supplier. Lines with Not Offered selected do not appear on the Selection tab of the associated RFQ.

  • Services - Services tab is used to record the service quotation line information received from a supplier. Lines with Not Offered selected do not appear on the Selection tab of the associated