Editing Details for Quotation Line Items

You can edit the details shown on the Properties page for the quotation line item to enter bid details, or to indicate that you are not bidding on the line item.

You can also enter bid details from the quotation line item list (see Editing Quotation Line Items).

The unit price formula may include attributes shown on the Additional Attributes category page. If so, you need to enter those values before you can save changes to this page (otherwise, the calculation for unit price is 0 and this is not permitted). See Entering Values for Additional Attributes.

Before you begin: View the Properties page for the needed quotation line item. See Viewing Details for Quotation Line Items.

  1. From the page Actions menu or toolbar, click Edit Details.

    Edit Quotation Line Item

  2. Edit these details as needed:

    Quoted Quantity. Enter or change the quantity that the supplier is quoting for. Do not enter a quantity that is greater than the buyer's Required Quantity.

    Quoted U of M. From the drop-down list, select the unit of measure used when specifying the quoted quantity.

    Unit Price. Enter or change the unit cost of supplying the line item. If the line item has price periods added, this unit price always represents #1, the unit price for the earliest price period. The buyer may have entered a formula that calculates the unit price based on values in other attributes. If so, the field is view-only and contains a Calculation icon next to it, as shown here. To see the formula used to calculate the unit price, click the Calculator. Unit Price

    Currency. Choose the currency of the unit price.

    Effective Date. Click the Calendar icon to choose the date the unit price becomes effective for price period #1.

    Bid Status. If you don't want to bid on the line item, choose No Bid. If you do want to bid on the line item, choose Bid.

    Reason for Not Bidding. If you chose No Bid for the Bid Status, enter the reason for not bidding on the line item.

  3. Click Done.

    If you get a message that "Unit price should be greater than 0", then the unit price formula most likely uses a value for an attribute that you have not yet entered. See Entering Values for Additional Attributes.