Requested Quotes

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

Available from 6.2.0.0

The Requested Quotes grid has been updated to include the Show Historic Records toggle icon -

Clicking the icon will show/hide Historic and Cancelled Requested Quote records.

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. Available from 6.0.1.0 Users will not be able to select a Contract with a Contract Type of Triage Only. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Original Task	If the Requested Quote has been raised from a Task the Task ID will be displayed here.
Requested Date	Auto-populated with the date the Requested Quote was raised - this can be manually changed by the user. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Request Number	Auto-generated by MRI Evolution with the Request Number upon save of the Requested Quote.
Task	From the drop down select a Task to be associated with the current Requested Quote. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Requested By	Auto-populated with the User who raised the Quote - this can be manually changed by picking another User from the drop down. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Quote Type	From the drop down select the quote type: Fixed Price Estimate Note: This field cannot be updated once the Requested Quote has a status of Complete.
Priority	From the drop down select the Priority - for more information see Priority. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Reviewed By	Auto-populated with the User that reviewed the Requested Quote.
Category	From the drop down select the Category - for more information see Task Category. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Discipline	From the drop down select the Discipline - for more information see Discipline. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Target Submission	Auto-populated with the Target submission date set in Quote Preferences. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Building	From the drop down select the Building - for more information see Building Register. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Location	From the drop down select the Location - for more information see Location Register. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Submitted Date	Auto-populated with the date the Quote was submitted from the Supplier (if using Evolution Connect module).
Cost Centre	From the drop down select the Cost Centre - for more information see Cost Centres. Available from 6.1.0.0 Cost Centres that have a Historic or Suspended state are excluded from this list. In addition to any Contract View restrictions applied to Cost Centres for the Contract related to this entity, this field may be additionally filtered to show only those Cost Centres that have been assigned to the related Building. If a Cost Centre that's assigned to the related Building is set as the default for the Building it will be set automatically in this Cost Centre auto-complete. Note: If the user subsequently changes the related Contract, where the selected Cost Centre is not available, the Cost Centre value (and Cost Code if selected) will be cleared. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Cost Code	From the drop down select the Cost Code - for more information see Cost Codes. Available from 6.1.0.0 Cost Codes marked as Locked against the Cost Centre are excluded from this list. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Valid Until	Auto-populated with the Valid Until value from the approved Supplier Quote.
Reference	Enter a reference for the Requested Quote. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Lead Time from Approval	Auto-populated with the lead time from approval for the approved Supplier.
Description	The general description of the Requested Quote. Note: This field cannot be updated once the Requested Quote has a status of Complete.
Time Zone	A Time Zone can be selected for the current Requested Quote but this can only occur when the Requested Quote is initially created.
Approved Date	Auto-populated with the date the Requested Quote was approved. Note: This field will be hidden until the Requested Quote is approved.
Approved By	Auto-populated with the User who approved the Requested Quote. Note: This field will be hidden until the Requested Quote is approved.

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
Approved Supplier	Auto-populated with the name of the Supplier related to the Requested Quote that's been approved. Note: This field will be blank until the Requested Quote has been approved.
Total Est Labour	A calculated value displaying the sum of the Estimated Labour Costs from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Approved Date	The date the Requested Quote was approved. Note: The date will not be set until the Requested Quote has been approved.
Approved By	Auto-populated with the User who approved the Requested Quote. Note: This field will be blank until the Requested Quote has been approved.
Total Est Material	A calculated value displaying the sum of the Estimated Material Costs from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Submitted Date	The date the Supplier submitted the Quote.
Total Net Amount	A calculated value displaying the sum of the Net Amounts from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Total Est Sub-Con	A calculated value displaying the sum of the Sub-Con from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Total Est Time	A calculated value displaying the sum of the Estimated Time from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Tax Rate	The Tax Rate used on the Requested Quote.
Total Est Plant	A calculated value displaying the sum of the Estimated Plant Costs from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Estimated Start Date	The Estimated Start Date defined against the Requested Quote that has been approved. Note: The date will not be set until the Requested Quote has been approved.
Total Tax Amount	A calculated value displaying the sum of the Total tax Amount from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Total Est Other Cost	A calculated value displaying the sum of the Estimated Other Costs from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Estimated Finish Date	The Estimated Finish Date defined against the Requested Quote that has been approved. Note: The date will not be set until the Requested Quote has been approved.
Total Amount	A calculated value displaying the sum of the Total Amounts from the Supplier Quote Line Items. Note: This field will be zero until the Requested Quote has been approved.
Lead Time from Approval (in days)	The Lead Time from Approval value defined against the Requested Quote that has been approved. Note: This field will be blank until the Requested Quote has been approved.
Estimated Duration	The Estimated Duration of the Quoted works.
Currency	Available from 6.4.0.0 Read only field that displays the Currency of the current Requested Quote. The Currency value is derived from the Contract selected.
Supporting Cost Breakdown Grid
Line Items submitted by Supplier	The details of the line items can be viewed from 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 to 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
	Copy	Click to create a copy of the current Requested Quote.
	Open Report	Opens the QT-002 Details of a Requested Quote report.
	Create a Task	Once a Quote has been approved, 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.
	Approve	Clicking Approve 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.
	Reject	Clicking Reject on the Quote header will reject the whole quote. Once a Requested Quote has been rejected it cannot be restored.
	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.
	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.

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