This routine analyzes updated quotations, showing data and suggesting the best proposal between participant suppliers, according to price, payment conditions or delivery term.

When closing the quotation, selecting the winning supplier, automatically generate the Purchase Order and the Purchase Request that gave origin to this quotation. And its status is edited to Request Totally Fulfilled.

Analysis of Quotation in the Training environment

Especially for the environment 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:

1. Register each training as a product. The code is related later in the Course Register.
2. Register each entity as supplier, the code is listed in the Entity Register.
3. In Training Schedule, the field Planning, the System uses the schedule with planning information. When generating a Purchase Order, data on supplier and training cost are shown.

Related Features

Using the options Previous and Next it is possible to advance and return records from analysis.

We can use shortcuts to [F5] advance and [F6] return selected records.

Procedures

Analyzing quotations:

1. In Analyze Quotation, are shown all quotations registered in the system.

Note the status of quotations using the option Caption on the menu.

2. Press [F12] to configure the parameters used on quotation analysis.

The parameter window is displayed.

3. Configure them according to field help

4. Note the following parameters:

. Bring Marked quotation?

If Yes, the system will suggest the bet supplier bringing the marked quotation. If the parameter Select Supplier? is configured No, the user cannot interfere in system indication, it must close the quotation with the suggested supplier. In the opposite, If the parameter Select Supplier? is configured Yes, the buyer can edit the winning supplier suggestion, closing the quotation manually.

. Evaluate Delivery Term?

. Yes - Analyze the quotation by the best delivery term.

When selecting this option, use the following priority criteria:

1) Delivery term;

2) Price;

3) Payment Conditions.

. No - Analyze the quotation by the lower price.

     When selecting this option, use the following priority criteria:

1) Price;

2) Payment Conditions;

3) Delivery term.

. Select Supplier?

Yes - The buyer can intervene on the choice of winning supplier.

No - The buyer cannot edit the winning supplier suggested by the system.

. Filter Buyers?

Yes - Show only listed quotations to current buyer.

No - Show all quotations, but the buyer is able to edit quotations under its jurisdiction.

. Delivery Delay Days?

Enter to the system the tolerance in delivery in relation to the date needing the material.

Considering supplier 000001/01 has the best price, but he can only deliver quoted material on 03/17/xx and the client needs it on 03/15/xx. This field must enter to the system the tolerance in delivery in relation to the date needing the material (Example: 2 days). In this case the supplier will not participate in the quotation analysis.

. Percentage Interest Rate (Optional)?

When entered the rate is considered to calculate the value present on quotation analysis. In opposite, the system searches the content of the parameter MV_JUROS.

5. Confirm the parameter configuration.

6. Next, place the quotation to be analyzed and click Analyze.

The window Quotation Analysis, is shown, stressing data from the first quotation product: Product Code, Quantity and Balance.

The options are divided into:

• Worksheet - Analyze
• Audit
• Supplier
• History

7. Note all proposals, select the winning supplier and confirm.

If necessary, print the report Quotation Analysis:

The system provides, by the option Print Quotation Analysis, the report will show updated information on the moment of quotation analysis, such as: Winning Quotation indicated by the system and quotations selected by the user, data related to product stock and analyzed quotation.

8. When making this option, the system shows a window to configure print report.

9. Check data and click OK. For further information on how to configure reports, check Report Configuration.

10. After printing, the system will return to the maintenance window Quotation Analysis.

11. Check data and confirm, closing the quotation.

Purchase order automatically generated.

See Also

• Purchase Request
• Generate Quotations
• Update Quotations
• Purchase Order

The following reports are available for query quotation data:

• Quotations
• Pending Quotations
• Quotation Analysis