Viewing Details for a Quotation | |||
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Click the Name of the company that is requesting the quote.
The quotation's name, at the top of the quotation's category list, is the RFQ name with the buyer company name in parentheses. This page lists these details:
Responding To. The name of the RFQ that initiated the quote. To see details about the RFQ, click the RFQ name. See Viewing Details of an RFQ.
Round #. The current round of the RFQ. The round number indicates the number of times the RFQ was changed after the RFQ was sent to suppliers.
For Company. The company that requested the quote. To see profile information about the buyer company, click its name. See Company Properties Page for details.
From Supplier. The name of your company, the supplier company. To see your profile information, click the name. See Company Properties Page for details.
Package. The name of the package the RFQ is included in, if any. To see details about the package, including attachments to it, click the package name. See Viewing Package Details.
Workspace Folder. The workspace folder(s) that the quotation has been added to. To see details about the folder, click the folder name. See the Team Central User's Guide for details. Only folders that you have at least Read access to are listed.
Comments. Notes to internal reviewers or to the Buyer entered by the quotation owner and/or co-owner.
Description. A general overview of the quotation entered by the quotation owner and/or co-owner.
State. The current lifecycle state:
- Open. The Supplier Representative or Supplier Engineer is reviewing and completing the quotation.
- Review. The Supplier Engineer has completed the quotation and other personnel in the supplier company are reviewing it.
- Returned. The Supplier Engineer has returned the quotation to the Buyer. The Buyer is evaluating quotations and making award decisions.
Requested Currency. The currency requested by the Buyer.
Quote Requested by. The date and time by which supplier companies must return quotations. If not returned by this date/time, they cannot work on it and submit it late.
Actual Completion. The date and time the Supplier Engineer returned the quotation by promoting it to Returned. No date is shown if the quotation has not been returned or if it was returned and then demoted to Open because the RFQ was changed.
Owner. The person who is currently assigned as the owner.
Co-Owner. The person or persons assigned as the co-owner. The co-owner can perform all the tasks that the owner can except assigning ownership and co-ownership, and changing the Allow User Edit setting.
Allow User Edit. Indicates whether only the owner/co-owner can make changes to the quotation or whether any person with a Supplier Engineer or Supplier Representative role in your company can make changes to it.
Contact Name. The name of the Buyer who sent the RFQ.
RFQ Comments. Any comments entered on the RFQ by the Buyer.
Contact Email. The email address for the Buyer.
Contact Phone Number. The Buyer's telephone number.
Additional attributes. The quotation may have additional attributes defined by the Buyer. Entry for some of these attributes may be required. In addition, the Buyer may have entered a formula that calculates the value for some quotation attributes based on values in other attributes.