This option enables the purchaser to update the prices and the terms obtained from each supplier that participates in the quotation. It also enables the registration of new proposals of the suppliers involved or of new participants.
In this routine, the following data are entered: Payment Term, Contact, Unit Price, Price List, Item Total, Delivery Deadline, Branch for Delivery, IPI Rate, ICMS Rate, Freight Value, Due Date, Discounts, Insurance Value, Budget Number, Cash Price, Financing Rate, etc.
Tip: Check Flow of the Purchase Process with Quotation. |
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Update of Quotation in the Environment
Especially for Training, the courses to be given can be quoted, enabling the comparison of price, content, and number of hours of each entity, through the quotations. To enable this control, Training Planning, through the option Generate Request, feed the routine Purchase Request.
To enable the control of quotations between the environments Training and Purchase, the following procedures must be observed:
Important: Note that quotation records are filtered. Thus, when the quotation is used for the Training, only records of this environment is displayed, and vice versa. |
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Procedures
Updating quotations:
Then, a new window is viewed with all pending quotations, if previously configured.
3. Place the cursor on the quotation you want and click Update.
The window Update of Quotation Prices/Order Total is displayed, highlighting the products, amounts, value of goods per item, and due date of the quotation.
4. Confirm the screen with the order total to proceed with the quotation.
The window Update of Quotation Prices - Update is displayed, divided into:
Enter in this area: Payment Term, Contact, Currency of the quotation, etc.
Note how the following field is filled out: Pr. Delivery, to make tax calculations.
Enter in this area: Unit Price, Price List, Item Total, Financing Rate, Delivery Deadline, Delivery Branch, IPI Rate, TIO (Type of Inflow), ICMS Rate, Freight Value, Packing Value, Due Date, Discount Value, Insurance Value, Expense Value, IPI Value, ICMS Value, IPI Base, ICMS Base, Discount Percentage, Number of Budgets, etc.
This area is subdivided into tabs:
5. In the Header area, fill out data according to field help instructions.
6. Place the cursor on the area Items, enter the prices and terms obtained from the supplier.
7. Fill in the data according to the field's help instructions.
8. Note, however, the following field:
If it is not entered, the rate configured in parameter MV_JUROS is considered. Financing rate is used to calculate the current value of purchase quotations.
9. In the Footer area, check the quotation totals and the supplier registration data. If necessary, enter: Freight Value and Other Expenses, Trade Discounts, Incidence of Other Taxes, Default Messages for Inflow Documents or Formulas for Quotation Adjustment.
10. Confirm update of the quotation.
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Analysis of Quotations in a Purchase Process
We can unify the process of updating quotation (adding new participant, new proposal or updating data), that is, equal products delivered to different branches can be performed in a single process. At the end of the quotation process, in the Analyze Quotation (MATA160) routine, items are displayed separately, since different orders are generated (one for each delivery branch).
To add a Quotation Update:
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See Also:
Menu options:
Routines that involve the quotation update process:
Reports to query data of quotations related:
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