Creating a Request for Quotation
Entries in the Lines of a Work Order
In order to create one or more separate requests from a work order, the following columns in the “Lines” of a Work Order are relevant:
- No.
- Quantity
- Unit of Measure Code
- Buy-from Vendor No. (optionally)
- Direct Unit Cost (e.g. estimated, required, if “Create Document if Direct Unit Cost = 0” is deactivated for the field “Quote” at “Work Order Management Setup” in the “Purchase” tab.)
It is recommended to mark the row(s) for which one or more quotations are to be requested in the Lines tab. For multiple marking, the “Select More” option is available by clicking on the 3 vertical dots after the “Types” column.
“Create Quote” Function
By clicking on “Functions”, then “Create Quote” a request for quotation Document can be created.
The “Create Purchase Document” query is opened:
Analogous to the creation of quotes, a purchase order could also be generated here.
The individual fields of the query are explained in the following table:
| Field Name | Description / Information |
| Document Type | The Options are:
|
| Create new Document |
Sliding field (on/off). „On“ is required, if no Quotation exists, that should be amended. |
| Vendor No. | Selection of a Vendor required, unless an existing “Document No.” will be selected in the following field. |
| Document No. | A Document No. is required. For a new document, the field can be left blank if a predefined number series is selected. |
| No. Series | Field only available or editable if a new document is to be created to select a number series or if no document number has been entered. |
| Transfer Price from Work Order Line |
Sliding field (on/off). “On” causes prices to be transferred from work order lines. “Off” causes the “Price Determination Process” activation |
| Create Quote from marked lines |
Sliding field (on/off). „On“ causes only marked lines to be taken into account. “Off” causes to create the document based on all planned items and external services of the work order lines. |
| Responsibility Center | The document can be assigned to a Responsibility Center |
After entry of all required information, the creation of the purchase document can be finished with “OK”. If the required information has been found in the Work Order Lines, the creation is confirmed with following message:
Work Order History Info Box
To view the Operations/Documents related to the work order, the “Work Order History” info box can be displayed by clicking on the info box button (check personalization if necessary).
By clicking on the number behind “Quotes”, the list of the related Quotes (“View – Purchase List”) can be opened. To view a quote, it can be opened after marking the line and clicking on “Card”.
The link to the work order can be checked in the lines of the quotation:
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