Listing Quotations

Quotation Central lets you list all active quotations you have access to. Active quotations are ones that your company is currently working on or that your company has returned to the buyer but the buyer has not completed the evaluation for.

The list includes only quotations that are in the Open, Review, or Returned states. The Quotations page does not include quotations that were suspended, completed, or cancelled by the Buyer, or that you do not own/co-own, are not in any or your workspaces, or you do not have assigned tasks for.

  1. From the global toolbar, click 3DS > Sourcing > Quotations.
    Quotations

    For each quotation, this page lists these details:

    Quotation for Company. The name of the buyer company that created the RFQ and is requesting a quote from your company. To see details about a quotation, click the company's name. See Viewing Details for a Quotation.

    RFQ. The name of the RFQ the quotation is based on. To see details about the RFQ and attachments to it, click its name (opens in a new window). See Viewing Details of an RFQ.

    Quote Requested by Date. The date and time by which supplier companies must return quotations. If supplier companies do not return their quotation by this date/time, the Buyer can promote the RFQ to Response Complete to begin awarding line items to supplier companies who did return a quotation. Once the RFQ is in Response Complete, supplier companies can no longer work on or return quotations.

    Actual Response Completion. The date the Supplier Representative or Supplier Engineer returned the quotation by promoting it to Returned. If the quotation has not been returned or if it was returned and then demoted to Open because the RFQ was changed, this column is blank.

    State. The current lifecycle state of the quotation:

    • Open. The Supplier Representative or Supplier Engineer is reviewing and completing the quotation.
    • Review. The Supplier Representative or Supplier Engineer has completed the quotation and other personnel in the supplier company are reviewing it.
    • Returned. The Supplier Representative or Supplier Engineer has returned the quotation to the Buyer. The Buyer is evaluating quotations and making award decisions.

    Owner. The person, initially a Supplier Representative and then a Supplier Engineer, who has primary responsibility for completing the quotation. Quotations can have co-owners but they are not listed here.

    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. SeeViewing Package Details.

    Workspace. The name of the workspace folder that the quotation has been added to, if any. To see details about the workspace folder, click the workspace name. See the Team Central User's Guide for details.

    New Window. View the quotations's Properties page in a new window. See Viewing Details for a Quotation.

  2. To filter the list of quotations, select an option from the drop-down list at the top right of the page:


    • All. All quotations you have access to.
    • Owned. If you are assigned to the Supplier Representative role, the list includes quotations assigned to that role plus quotations assigned to you personally.
    • Workspace. All quotations in any workspace that you have read access to.
    • Assigned. All quotations that have been routed to you and for which you have an active task.