Entering Quotation Lines
Use the Lines alternative region in the Quotations window to enter and edit quotation lines.
Attention: If your supplier gives you a single quotation that is independent of the quantity you order, you must still provide at least one shipment quotation since you approve quotation information by shipment rather than by line. Therefore, if your supplier provides you with a base unit price only, you can enter the base unit price here, but you must also provide a shipment with the same base unit price.
To enter a quotation line:
2. Enter a unique Number for the quotation line.
3. Enter the line Type for the item. When you enter a line type, Purchasing automatically copies the corresponding purchasing category, unit, and unit price. You can enter predefined items only when you choose a quantity based line type. Purchasing defaults the value you define in the Purchasing Options window. See: Defining Default Options. See: Defining Line Types.
4. Enter the Item for your quotation line. Purchasing retrieves the item description, purchasing category, and unit of measure. If you do not enter a predefined item, you must provide a purchasing category and item description for the quotation line. For amount based line types, the cursor does not enter this field. See: Defining Items.
5. Enter the Revision number for the item on the requisition line.
6. Enter the purchasing Category for your quotation line. If you enter a predefined item, Purchasing supplies the purchasing category.
7. Enter the item Description for your quotation line. If you enter an item, supplies the item description. You can set up the item definition so that you can override the item description for this particular quotation. See: Defining Items.
8. Enter the UOM for your quotation line. If you enter an item number, Purchasing supplies the unit of measure. For amount based line types, the cursor does not enter this field.
9. Enter the unit Price for the quotation line. For amount based line types, Purchasing uses a target price of 1.
10. Enter the supplier's number for the item.
To enter additional quotation line information:
1. Select the More alternative region in the Quotations window. You can enter optional information in the fields described in the following steps.
2. Enter a unique line number for your quotation line. Purchasing defaults the next available line number.
3. Enter the UN Number for the item on the quotation line. See: Defining UN Numbers. If you enter a UN number, Purchasing displays the corresponding hazard class if one has been defined.
5. Enter the Minimum Order Quantity for the item on the quotation line.
6. Enter the Maximum Order Quantity for the item on the quotation line.
7. Optionally enter a Project Number.
8. Optionally enter a Task Number.
9. Enter a Note From Supplier about this item.
To approve the quotation:
- Select the Approve button to open the Approve Entire Quotation window. The Approve button is disabled if the quotation is not active and doesn't have at least one shipment. See: Approving Entire Quotations.
See Also
Entering Currency Information
Entering Quotation Headers
Entering Quotation Terms Information
Entering Quotation Shipment Information
Oracle Projects User's Guide
Oracle Project Manufacturing Implementation Manual
