Supplier Quotes

Once a Requested Quote Header has been completed and the Line Items added, the Suppliers who will be providing Quotes can be added. If Using Concept Connect module, the Supplier can log on and record and submit their cost breakdowns, if Concept Connect is not being used then the cost breakdowns can be recorded in Concept Evolution.

Once the costs have been received from Suppliers the quote can be either Accepted or Rejected.

Modules > Quotes > Requested Quotes - Supplier Quotes

The link will open the Requested Quotes / Supplier Quotes grid. It is a two grid view which can be sorted and customised as normal. The upper grid will show all Suppliers assigned to the Requested Quote. The lower grid will show the Supplier costs for the Supplier highlighted in the upper grid.

To assign Suppliers click Assign , entities in the right hand assignment window are connected.

Costs must then be requested from the Supplier. Highlight the required Suppliers and click Request Quote from Supplier , the Requested Quote will now have the status in Concept Evolution of Active.

To add costs for a Supplier , double click the Supplier in the Upper Grid.

If Concept Connect ™ is in use see the Supplier can log on to connect and repeat the below process. The Quote in Concept Connect will have the status of Requested.

Click to view - Supplier Quote Fields and Descriptions

Field Name	Description
Request Number	Auto populated with the request number of the Quote.
Reference	Auto populated with the reference number of the Quote.
Original Task	Auto populated with the original Task number of the Quote.
Supplier	Auto populated with the Supplier name.
Task	Auto populated with the generated Task Id from the Quote.
Description	Auto populated with the Quotes description.
Priority	Auto populated with the Quotes priority.
Building	Auto populated with the Quotes Building
Quote Type	Auto populated with the Quotes type.
Requested Date	Auto populated with the Quotes requested date.
Requested By	Auto populated with the User that requested the Quote.
Last Referred To	Auto populated with the User that last referred the Quote.
Last Referred Date	Auto populated with the last date the Quote was referred.
Last Referred By	Auto populated with the User that last referred the Quote.
Target Submission	Auto populated with the Quotes target submission date.
Submitted Date	The date the quote was submitted.
Quote Requested By	Auto populated with the person who requested the Quote.
No. Of Submissions	Auto populated with the number of times the quote has been submitted -Concept Connect module required.
No. Of Referrals	Auto populated with the number of times the quote has been referred.
Estimated Labour	Auto calculated with the estimated labour costs.
Estimated Material	Auto calculated with the estimated material costs.
Estimated Sub Con	Auto calculated with the estimated sub contractor costs.
Estimated Plant	Auto calculated with the estimated plant costs.
Estimated Other Cost	Auto calculated with the estimated other costs.
Approved Date	Auto populated with the date the Quote was approved.
Approved By	Auto populated with the User who approved the Quote.
Estimated Time	Enter the estimated time to complete the Quoted works.
Est Start Date	Enter the estimated time the Quoted works could be started if approved.
Est Finished Date	Enter the estimated time the Quoted works could be finished if approved.
Lead Time from Approval	Enter the lead time for the Quoted works to be started if the Quote is approved.
Net Amount	Auto calculated with the net amount of the Requested Quote.
Tax Amount	Auto calculated with the tax amount of the Requested Quote.
Total Amount	Auto calculated with the total amount of the Requested Quote.
Valid Until	The date the Quote will be valid until. Available from 4.4.7

Complete the fields and click Save . Once the Requested Supplier header has been completed and saved the costs can be added to the individual line items.

Adding Costs to Line Items

Submission History

Complete the fields and click Save and Close .

Additional Supplier Quote Features and Icons

Icon	Feature	Description
	Duplicate Query	If the Requested Quotes User Preference has not bee set to auto check for duplicate quotes this can be manually checked by clicking Duplicate Query.
	Request Quote from Supplier	Click to request a quote from the Supplier.
	Refer Quote from Supplier	Click to Refer the Quote from the Supplier to another User - this can only be done with Active Quotes - for more information see Quote Referral Reasons.
	Return Quote to supplier	Click to return the Quote to the Supplier for them to amend - Concept Connect module required.
	Approve quote from Supplier and reject others	Click to approve the Quote from the Supplier, a generic rejection reason can be selected to reject any other assigned Suppliers.
	Reject Quote Supplier	Click to reject the Quote from the Supplier. Rejecting Quotes individually allows different rejection reasons and comments to be added to each Supplier.
	Edit	Line items can be edited by highlighting the Line Item and clicking Edit.
	Open Report	Click to open the Requested Supplier Quote report.