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Requested Quotes

Requested Quotes are designed to gain and review costs for quoted works from Sub Contractors. If used in conjunction with Concept Connect ™ module, the Sub Contractor can enter their own costs and monitor the responses until the Requested quote is either Approved or Rejected.

Modules > Quotes > Requested Quotes

The link will open the Requested Quotes grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Requested Quote click New , to edit an existing Requested Quote click Edit . A pop up window will appear which will allow the creation or amendment of a Requested Quote.

Click to view - Requested Quotes General Fields and Descriptions

Field Name	Description
Contract	From the drop down select the Contract - for more information see Contracts
Original Task	If the Requested Quote has been raised from a Task the Task ID can be viewed here.
Request Number	Auto Generated by Concept Evolution with the Request Number on Save.
Task	Auto populated when a Task is raised from a Requested Quote.
Quote Type	From the drop down select the quote type: Fixed Price Estimate
Priority	From the drop down select the Priority - for more information see Priority
Category	From the drop down select the Category - for more information see Task Category
Discipline	From the drop down select the Discipline - for more information see Discipline.
Building	From the drop down select the Building - for more information see Building Register
Location	From the drop down select the Location - for more information see Location Register
Cost Centre	From the drop down select the Cost Centre - for more information see Cost Centres
Cost Code	From the drop down select the Cost Code - for more information see Cost Codes
Reference	Enter a reference for the Requested Quote.
Requested By	Auto populated with the User who raised the Quote - this can be manually changed by picking another User from the drop down.
Description	The general description of the Requested Quote.
Requested Date	Auto populated with the date the Requested Quote was raised.
Target Submission	Auto populated with the Target submission date set in Quote Preferences
Submitted Date	Auto populated with the date the Quote was submitted from the Supplier (if using Concept Connect module).
Lead time from Approval	Auto populated with the lead time from approval for the approved Supplier.
Reviewed By	Auto populated with the User that reviewed the Requested Quote.

Click to view Notes Tab Fields and Descriptions

Field Name	Description
Notes	Notes relevant to the requested Quote

Click to view Supplier Costs Tab Fields and Descriptions - this fields will auto populate from the approved Suppliers Quote

Field Name	Description
Total Est Labour	The total estimated labour costs.
Total Est Material	The total estimated material costs.
Total Est Sub-Con	The total estimated sub contractor costs.
Total Est Plant	The total estimated plant costs.
Lead Time from Approval	The lead time required to start the Quoted works once approved.
Approved Date	The date the Requested Quote was approved.
Submitted Date	The date the Supplier submitted the Quote.
Total Est Time	The total estimated time to complete the Quote.
Estimated Start Date	The estimated start time for the Quoted works.
Estimated Finish Date	The estimated finish time for the Quoted works.
Estimated Duration	The estimated duration of the Quoted works.
Approved By	The User who approved the Requested Quote.
Total Net Amount	The total net amount of the Requested Quote.
Tax Rate	The Tax Rate used on the Requested Quote.
Total Tax Amount	The total tax amount for the Requested Quote.
Total Amount	The total amount of the Requested Quote.
Line Items submitted by Supplier	The details of the line items can be viewed form the grid, double clicking the line will allow a more detailed view.

Complete the fields and click Save . Once the Requested Quote header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

Supplier Quotes
Linked Quotes

Adding Quote Line items

Click to view more detail.

The Quote can be broken down into distinct parts, each of which can have prices associated to help with the Quote cost breakdown & see where and how money is spent.

Modules > Quotes > Requested Quotes

To add a Quote Line Item click Add item, A pop up window will appear which will allow the creation or amendment of a Quote Line Item.

Click to view Quote Line Items Fields and Descriptions

Field Name	Description
Description	The description of the Quote Line Item.

Quote Line Items can be amended by highlighting the line and clicking Edit Item.

Quote Line Items can be deleted by highlighting the line and clicking Delete Item .

Supplier Quotes

Linked Quotes

Additional Quote Features and Icons

Icon	Feature	Description
	Open Report	Opens the Requested Quote report.
	Create a Task	Once a Quote has been accepted a Task can be raised to complete the Quoted works. Clicking Create a Task raises a Breakdown Task with the Service type of Quoted Works.
	Toggle Review Quote	If a Quote has Quote Review Criteria set against it, it must be reviewed before if can be Approved. If the User has the permissions Clicking Toggle Review Quote will mark the Quote as Reviewed.
	Reject Quote	Clicking Reject Quote on the Quote header will reject the whole quote. Once a Requested Quote has been rejected it cannot be restored.
	Accept Quote	Clicking Accept Quote on the Quote header will accept the Quote, this can only be done from the Quote header if there is only one Supplier Quote, otherwise it must be done from the Supplier Quote screen.
	Toggle on Hold	A Quote can be put ON HOLD at any-time up to the Complete Status. To reactivate the quote re click Toggle on Hold.
	Cancel	Click to cancel the Quote. Once a Quote has been cancelled it cannot be restored.
	Complete	Click to move the Quote Status to Complete. Once a Quote has been completed it cannot be restored to Approved.
	Send to History	Click to move the Quote Status to History. Once a Quote has been moved to History it cannot be restored to Complete.

Requested Quotes

Modules > Quotes > Requested Quotes

Click to view - Requested Quotes General Fields and Descriptions

Click to view Notes Tab Fields and Descriptions

Click to view Supplier Costs Tab Fields and Descriptions - this fields will auto populate from the approved Suppliers Quote

Adding Quote Line items

Modules > Quotes > Requested Quotes

Click to view Quote Line Items Fields and Descriptions

Supplier Quotes

Modules > Quotes > Requested Quotes - Supplier Quotes

Linked Quotes

Modules > Quotes > Requested Quotes - Linked Quotes

Additional Quote Features and Icons