Quotation Type

A template for enquiries. A Purchase Quotation picks one, and gets its scoring criteria, required documents and required questions from it.

Where

Purchasing › Quotation › Quotation Type

Who uses it

The implementation consultant, the purchase manager

When

At setup

Needs first

Quotation Scoring Method, Quotation Document, Quotation Question

Every field in plain words

General

Field	What it means	What to put
Quotation Type	The code	Required
Name	The name	Required
Description	Longer text
Required Payment Term	Shows Payment Term on the Quotation Compare grid
Required Payment Method	Shows Payment Method on the compare grid
Required Score	Shows Score on the compare grid
Required Rank	Shows Rank on the compare grid

Basic Data

Field	What it means	What to put
Scoring Method	The criteria vendors are scored on	From Quotation Scoring Method
Allow Alternate On Response Line	Recorded. Does nothing today

Required Document, Required Questions

Column	What it means
Document or Question	From Quotation Document or Quotation Question
Mandatory	For a question, the vendor's reply must answer it. For a document, recorded only
Line Text	Free text

What it is connected to

• Purchase Quotation - copies its scoring, documents and questions.
• Request For Quotation Reply - where they are answered.