Previous	Next		Contents	Index	Navigation	Glossary	Library

   To enter quotation shipment information:

1. Select the Shipments button to open the Quotation Shipments window. This button is available only when the header Type has a Quotation Class of Bid.

2. In the Shipments alternative region, enter the shipment Number. Purchasing supplies shipment numbers in increments of one.

3. Enter the Organization.

4. Enter the Ship-To location for the quotation shipment. Purchasing defaults the ship-to location from the quotation header.

5. Enter the Quantity for which you received a quotation from your supplier.

6. Enter the shipping UOM for the quotation shipment line. You may want the supplier to ship the item in different units of measure depending on the quantity ordered. Purchasing defaults the unit of measure from the quotation line. For amount based line types, the field is not applicable.

7. Enter the unit Price for the quotation shipment line. For amount based line types, the cursor does not enter this field, and the price is set to 1.

8. Enter the Last Accept Date.

9. Enter the Need-By date.

10. Select Firm to indicate that the bid is firmed.

The Approved check box indicates whether the shipment has been approved.

11. Save your work.

   To enter additional quotation shipment information:

1. Select the More alternative region in the Quotation Shipments window.

2. Enter the shipment number. Purchasing provides shipment numbers in increments of one.

3. Select Taxable to indicate that the item is taxable. If you entered an item in the Quotation Lines window, Purchasing defaults the taxable status from the item record. If you do not enter a predefined item, Purchasing defaults this value from the Default region of the Purchasing Options window. See: Defining Items. See: Defining Default Options.

4. Enter or use the default Tax Name for taxable items.

The tax name defaults from the following sources, in the following order:

• The Purchase Order Preferences window. If you have specified a preferred tax name in this window, Purchasing defaults this tax name onto the quotation shipment.

• The Tax Defaults region in the Purchasing Options window. If you have specified a tax defaulting hierarchy in this window, Purchasing searches for and defaults the tax name corresponding to that tax defaulting hierarchy. See: Defining Tax Defaults Options.

You can accept the default tax name or select another. If you need additional help with how tax defaulting works in Purchasing, see: Tax Defaults in Purchasing.

5. Choose the Invoice Matching option. The default is from the Purchasing Options window. See: Defining Default Options.

Two-Way - Purchase order and invoice quantities must match within tolerance.

Three-Way - Purchase order, receipt, and invoice quantities must match within tolerance.

Four-Way - Purchase order, receipt, inspection, and invoice quantities must match within tolerance.

6. Enter the Quantity Received Tolerance. The default is from the Receiving Options window. See: Defining Receiving Options.

7. Enter the Quantity Received Exception option. See: Defining Receiving Options.

None - Receipts may exceed the selected tolerance.

Reject - Receipts cannot exceed the selected tolerance.

Warning - The receiver gets a warning message, but receipts can exceed the tolerance.

8. Save your work.

   To approve the quotation:

• Select the Approve button to open the Approve Entire Quotation window. See: Approving Entire Quotations.

See Also

Entering Quotation Lines