Procedure for Processing a Quotation through its Lifecycle

The Open state allows a supplier to enter the details to respond to the quotation.

1. Quotation Central creates quotations for each supplier.

2. The Supplier Representative for the supplier (or the person designated as the initial recipient) receives notification that a quotation has been sent. To see notifications, click the IconMail tool or check your email.

3. If the notification went to the Supplier Representative or Sales Engineer role, a person assigned to the role can assign a specific person as the owner and, optionally, assign co-owners. If the buyer specified an individual recipient, that person is the owner and can assign a new owner or can remain the owner and work on the quotation. For instructions on changing owners, see Editing Details for a Quotation.

4. The owner and/or co-owners for the quotation (from now on, referred to as the supplier) views the quotation and all related information, such as quotation line items, RFQ details, and attached documents.

5. Optionally, the supplier (the person must be assigned to the Buyer role, as well as a Supplier role) can create pass through RFQs to source specific line items in the RFQ. See Creating a Pass Through RFQ.

6. For any line items the supplier does not want to bid on, marks those line items as No Bid. See Managing Quotation Line Items.

7. The supplier completes the quotation:

   1. Completes mandatory attributes for the quotation. See Editing Quotation Line Items.
   2. Enters bids for line items (if pass through RFQs were created to source a line item, the supplier typically reviews the returned pass through quotations before entering a bid for those line items). See Editing Details for Quotation Line Items
   3. Fills in additional attributes for line items as required by the buyer. See Entering Values for Additional Attributes

8. Optionally the supplier:

   1. Attaches documents to the quotation and/or to quotation line items. See Attachments and Folder Contents List.
   2. Adds price periods for quotation line items. See Editing Price Period Details.
   3. Creates ECRs, attaches documents, and submits the ECRs to the buyer. See Creating an ECR.

9. The supplier promotes the quotation to the Review state so other people in the supplier company can review the quotation. See Submitting a Quotation for Internal Review.

The Review state allows the supplier company to check and approve the data provided in the quotation before submitting it to the buyer company.

1. The supplier routes the quotation to reviewers. See Submitting a Quotation for Internal Review.

2. Reviewers analyze the quotation and submit comments. See Viewing Details for a Quotation

3. If changes to the quotation are required, demotes the Quotation to the Open state.

4. When the quotation is ready to be sent to the buyer for evaluation, the supplier promotes the quotation to Returned. The system notifies the buyer. See Completing a Quotation.

In the Returned state, the quotation has been sent to the buyer company who then determines which suppliers will be awarded the order.

1. The buyer evaluates bids to determine which supplier will be awarded the quotation.

2. Suppliers can view the quotation and its related information.

3. When the buyer finalizes the awards, the system automatically promotes all quotations for the RFQ to Closed. The buyer can choose to notify all suppliers of the outcome, only awarded suppliers, or to delay notification.

In the Closed state, quotation have been awarded.

1. Once the buyer chooses to show final awards, suppliers who were awarded the bid can view the quotation and its related information using the Awarded Quotations link from the Sourcing link. Suppliers who were not awarded the bid can still view the quotation using search.

2. If pass through RFQs were created for the quotation, the owner should process them as appropriate. See Managing Pass Through RFQs for Quotations.

The system changes a quotation's state to Suspended whenever the supplier should no longer work on it. This could be because the buyer is making changes to the RFQ, because the supplier has been removed from the RFQ, or because the RFQ has been cancelled.

1. When a quotation is suspended, you'll receive notification that explains the reason it was suspended and you will no longer be able to work on the quotation.

   When a quotation is suspended, you'll receive notification that explains the reason it was suspended and you will no longer be able to work on the quotation.

2. You'll be able to access suspended revisions of a quotation when (or if) the buyer sends a new round of the RFQ. For example, when the buyer resends the RFQ after making changes or after reactivating a cancelled RFQ.