Attach quote detail other costs - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Portal Help

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Smart Materials/Smart Reference Data Version
10.1

The Other Costs page allows you to attach other costs to the selected quote detail.

  1. Click Quotation Details - Other Costs from the menu.

  2. Select a requisition line item in the upper grid.

  3. Click Add Row in the lower grid and select a value from the Other Cost select list.

  4. If required, update the cost description in the Short Description and Description cells.

  5. Optionally, click Account Code LOV_Icon and select a value.

  6. Select Yes in the Evaluation Cost cell if this other cost is defined as an evaluation cost.

  7. Select Yes in the Discountable cell if this other cost is discountable.

    • If a discount is assigned to the quote summary and this indicator is selected, the other cost is discounted. The cost value total of the discountable other cost remains unchanged.

    • This option can only be set after a discount has been assigned to the quote summary. If an other cost represents a discount (that is, a negative value is entered in Other Cost %), this indicator cannot be set.

  8. Enter a percentage value in the Other Cost % cell, or enter a fixed cost value in the Cost Value Per Unit cell.

  9. Select the type of unit price from the Unit Price Type list.

    • The unit price type is intended to be used for spare parts.

    • By default, the unit price has no type. The following values are available:

      • Including

      • Excluding

      • No Quote

      • Not Required

    • You can only change the Unit Price Type if Other Cost %, Cost Value Per Unit, and Cost Value Total are zero or empty.

  10. If you haven't entered a Other Cost % value, you can type a value in Cost Value Total.

    The Cost Value Total value is calculated by multiplying the line item extended price with the other cost %, or by multiplying the line item quantity multiplied by the cost value per unit.

  11. To change the default currency, click Currency LOV_Icon and select a value.

  12. Click Save.