SmartPlant Materials A-Z Training – Bidder Quotationspmat.hec.co.kr/marian_webentry/PDFs/SPMAT A-Z Training...For more information, see the E-Supplier document, available from the

SmartPlant Materials A-Z Training – Bidder Quotation

Version 2011 SP7 (7.0.7)

April 2012 / October 2012

DMAR1-TE-100010A-UPDATED

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2 SmartPlant Materials A-Z Training – Bidder Quotation

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SmartPlant Materials A-Z Training – Bidder Quotation 3


Contents Objectives .................................................................................................................................................... 7

Prerequisites ........................................................................................................................................... 7 Overview ................................................................................................................................................. 7

Explanation .................................................................................................................................................. 9

Workflow Diagram ................................................................................................................................. 10 Setup ..................................................................................................................................................... 11

RMTE Users ................................................................................................................................... 11 DBA Settings .................................................................................................................................. 15 Project Defaults .............................................................................................................................. 16

Bidder Quotation ................................................................................................................................... 17 E-Supplier Login ............................................................................................................................. 17 Quote Detail Other Costs ............................................................................................................... 19 Quote Details .................................................................................................................................. 21 RFI/Clarifications ............................................................................................................................ 31 Alternates/Options .......................................................................................................................... 32 Price Breakdown ............................................................................................................................ 32 Other Costs .................................................................................................................................... 35 Progress Payment Events .............................................................................................................. 37 Cancellation Costs .......................................................................................................................... 38 Variation Rates ............................................................................................................................... 38 Price Agreements ........................................................................................................................... 39 Files ................................................................................................................................................ 40

Tutorial........................................................................................................................................................ 43

Project Defaults ..................................................................................................................................... 43 E-Supplier Login.................................................................................................................................... 45 Enter Prices ........................................................................................................................................... 47 Enter Quote Detail Other Costs ............................................................................................................ 48 Enter Quote Other Costs ...................................................................................................................... 49 Attach Documents ................................................................................................................................. 50 Sign and Submit Quote ......................................................................................................................... 53

Summary .................................................................................................................................................... 57

Helpful References ............................................................................................................................... 57 Comments and Questions .................................................................................................................... 57

Index ........................................................................................................................................................... 59


Contents


S E C T I O N 1

In this lesson you will learn how to perform bidder quotation in the E-Supplier portal of SmartPlant Materials.

In detail, you will learn how to:

Log in to E-Supplier

Enter prices

Enter other costs

Attach documents to quotes

Finalize the quote

Sign and submit the quote

Prerequisites For this session, you must know how to log in to E-Supplier with the appropriate access rights from your administrator. In addition, you need to have a consolidated knowledge about SmartPlant Materials and SmartPlant Reference Data basic functionality, which means you should be familiar with general screen handling in the software.

Additionally, you should know how inquiries/requests for quotation (RfQs) are managed in SmartPlant Materials.

Sessions BASICS – General Screen Handling

SPMat – Prepare Inquiry/RfQ

Overview This session explains how to manage bidder quotation in SmartPlant Materials. During the tutorial, you will complete, sign, and submit a quote.

Objectives


Objectives


S E C T I O N 2

The E-Supplier functionality provides suppliers and subcontractors with the capability to gain direct access to the SmartPlant Materials application of an engineering, procurement, and construction (EPC) or owner/operator (O/O) company, for bidding electronically on quotations or for handling their subcontractor workload.

To gain access, suppliers and subcontractors must request a login account for the SmartPlant Materials application of the client by self-registering using the E-Supplier portal. Entering their company profile information and completing a questionnaire are prerequisites for closing the registration and gaining access to other E-Supplier areas, like uploading reference documents, bidding for quotations, and monitoring the subcontract workload. For more information, see the E-Supplier document, available from the Printable Guides page in the software.

Bidder quotation in SmartPlant Materials is the process of:

Entering prices

Entering other costs

Attaching documents to quotes

Finalizing the quote

Signing and submitting the quote

Explanation


Explanation

Workflow Diagram


Explanation

Setup When starting a new project in SmartPlant Materials, you must define the MSCM-related project defaults and perform the setup of the MSCM module. This setup can be done manually as described in this training guide. Or, you can copy the setup from an existing (template) project and then adjust it to the requirements of the new project. For more information about the setup copy functions, see the SmartPlant Materials Administrator’s Guide, available from the Printable Guides page in the software.

RMTE Users The SmartPlant Materials users RMTE_COMP and RMTE_SPLR are needed for the login via E-Supplier. RMTE_COMP is used for the company registration, and RMTE_SPLR is used for the other options: bidder quotation, subcontract management, and reference documents. If the RMTE users are not available, they must be created and provided with the appropriate roles to allow access to the needed forms.

Open the A.60.01.01 Create User screen, and create the RMTE_COMP user as displayed in the picture below.


Explanation Finally, click the Create New User button.

Click the Don’t assign anything now button. The screen closes, and the RMTE_COMP user is created.

Open the A.60.01.01 Create User screen again, and create the RMTE_SPLR user as displayed in the picture below.

Continue as described above.


Explanation Check the new users on the A.20.05 User screen.

Now define roles for the company registration and the E-Supplier login (including bidder quotation and subcontract management). The picture below shows the role for the company registration.

The company registration role must include the following menu items:

MENU

P20

P2002

P2003

PROC

SMARTPLANT

SPM


Explanation The pictures below show the role for the E-Supplier login (including bidder quotation and subcontract management).

The E-Supplier login role must include the following menu items:

D10

D1011

D9021

DOCUMENT

MENU

OTHERS

P30

P3027

P50

P5007

PROC

SITE

SM

SM20

SM2001

SM2011


Explanation SM40

SM4002

SMARTPLANT

SPM

The pictures below show how to create user securities for RMTE_COMP and RMTE_SPLR with assignment of the appropriate role, using A.20.06.01/.02. For RMTE_COMP, creating one record for the product group with any discipline is sufficient. Use the A.20.06.01 User Securities for Product Groups screen to create the user security record for RMTE_COMP.

For RMTE_SPLR, a record must be created for each project that the suppliers/subcontractors should have access to, with any discipline. Use the A.20.06.02 User Securities for Projects screen to create the user security record for RMTE_SPLR.

DBA Settings You can find a detailed description of how to set DBA settings and the purpose and usage of each DBA setting in the SmartPlant Materials DBA Settings documentation, available from the Printable Guides page in the software.

DBA Setting Comment

COMP_LOGIN_HELP URL for customer specific help about the supplier login.

LOG_EMAIL_HANDLING The default is N. If you specify Y, the complete conversation for sending/receiving mail is directed to output. Errors are written to the log file.

SMTP_CLIENT IP or alias name of the database server used for login to the SMTP server. Needed for e-mail communication from SmartPlant Materials.

SMTP_HOST IP address (for example, 123.23.42.2) or alias name of the host that delivers outgoing email messages. Needed for email communication from SmartPlant Materials.

SMTP_PORT Port to communicate with SMTP_HOST (in most cases: 25). Needed for email communication from SmartPlant Materials.


Explanation EMAIL_ACCOUNT Email account within the company mail system. Email sender

address of SmartPlant Materials (for example, [email protected]); needed for all email communication.

POP3_HOST IP address (for example, 123.23.42.2) or alias name of the email receiving host. Needed for email communication.

POP3_PORT Communication port to the email receiving host (in most cases: 110). Needed for email communication.

POP3_USER User name of the SmartPlant Materials email account querying incoming email messages. Needed for email communication to SmartPlant Materials.

POP3_PASS Password of the SmartPlant Materials email account querying incoming email messages. Needed for email communication to SmartPlant Materials.

POP3_CLEANUP The default is Y. If not set to Y, the email messages are left on the mail server. This condition can be helpful if severe problems occur.

POP3_REMOVE_UKN_MAILS

Delete email messages that cannot be identified by the system. The default is N. Specifies whether unknown email messages are deleted from the email server. The quote desk or UED_ACCOUNT is notified in any case. Needed for email communication to SmartPlant Materials.

QS_DOC_SERVLET URL hostname/path on which to upload quote documents from the supplier to the web server without the class name of the servlet.

QS_DOC_DOWNLOAD_URL

URL hostname/path on which to download or view quote documents from the web server without the document name.

Project Defaults You can find a detailed description of how to set project defaults and the purpose and usage of each project default in the MSCM Project Defaults (ZP) chapter of the SmartPlant Materials Project Defaults documentation, available from the Printable Guides page in the software.

Some of the project defaults must be set before you perform any bidder quotation in the project. Others are optional depending on the detailed workflow established by the project. The project defaults listed below must be set before performing bidder quotations in a project.


Explanation Project Default Comment

ZP_EN_ACT If this default is set to Y, sending email messages from the application is enabled.

ZP_QD_EA E-mail address of the quote desk. The quote desk receives any email messages regarding the quotation process.

ZP_QS_SIGN You can digitally sign quotes when this project default is set to Y. If set to N, the signature of the supplier is not required to finalize the quote.

ZP_QSD_UPP Physical path on the document server where QS (quote summary) documents are uploaded . This directory is for uploaded files coming from the bidder.

ZP_QTE_ADI Request for quote acknowledge due date interval (in days). This project default specifies how many days the bidder has to confirm the receipt of RFQs (request for quote).

Bidder Quotation The bidder quotation process consists of the following steps:

Log in to E-Supplier

Enter prices

Enter other costs

Attach documents to quotes

Finalize the quote

Sign and submit the quote

These steps are described in the rest of this document.

E-Supplier Login Launch a web browser, and enter the URL to start the E-Supplier application. The E-Supplier login screen opens.


Explanation Enter your user name in the User Name field and your password in the Password field. Click the Logon button to log in to E-Supplier. A message appears when you have successfully logged in.

Click OK, and select Inquiries from the dropdown list in the Working With field.

The inquiries assigned to your company appear. Select an inquiry, and double-click in the Inquiry field.

The P.30.27 Bidder Quotation screen opens.


Explanation The following tabs are available to maintain the quotes:

Quote Details

RFI/Clarifications

Alternates/Options

Price Breakdown

Other Costs

Prog Pay Events

Cancellation Costs

Variation Rates

Price Agreements

Files

The tabs are described in the following sections.

The Ordered by field at the top of the tab shows by which fields the displayed records are sorted. By default, the records are ordered by sequence, alternate number, and split sequence. To change the order criteria, you can either click the Order By ... button at the bottom, or select the appropriate command from the shortcut menu available on the field level. For more information, see Core Workflow Screens in the SmartPlant Materials User Interface Basics document, available from the Printable Guides page in the software.

Quote Detail Other Costs To maintain other costs for the quote detail, double-click in the Seq, Engineering Requisition, Suppl, Origin, Pos, Sub, Proc Seq, Ident Code, Commodity Code, Extended Price, Discounted Price, Gross Other Costs, Net Other Costs, Net Price, or OC Discount fields. Window 2 opens.

On the Others Costs tab, you can attach other costs to the selected quote detail.

Select the other cost name from the LOV in the Other Cost field. You can assign an account code to the other cost by selecting a value from the LOV in the Account Code field if the project default ZJ_USE_AC is set to N, which means you are not using the accounting module in SmartPlant Materials.

Select the Eval Cost indicator to mark this other cost as an evaluation cost.

Select the Discountable indicator to mark this other cost as discountable. If a discount is assigned to the quote detail and this indicator is marked, this other cost is discounted. That is, the discount is also applied to this other cost. The cost value total of the discountable other cost


Explanation remains unchanged. But you can see the results of the applied discount in the Other Costs field. This indicator can only be set after a discount has been assigned to the quote summary or the quote detail. If the discount has been defined on the quote detail level via the Discount % and Discount Amount fields, the discount base must be set to Discount %. If the discount base is Discount Amount and no discount has been defined on the quote summary level, the Discountable check box cannot be set. If an other cost represents a discount (negative value in the Other Cost % field), this indicator cannot be set.

Instead of entering a cost value, you can enter a percentage in the Other Costs % field. For example, the costs for the documentation delivered for a quote detail amount to 2% of the quote detail costs. Depending on the setting of project default ZP_OC_DP, the percentage will be applied to the discounted price (ZP_OC_DP set to Y, default) or to the extended price (ZP_OC_DP set to N) of a quote detail. When you are working with a percentage instead of a value, the Cost Value Per Unit field is cleared and the Cost Value Total field is automatically filled. The currency of the quote detail is copied over if necessary. If a percentage has been entered, these fields cannot be manually changed any longer. If you want to do so, you must reset the percentage to 0.

To apply a discount to the quote detail. you must enter a negative value as a percentage. Such a discount is applied to the extended price of a quote detail and to all other costs on the quote detail level that have been marked as being discountable.

Discounts can only be entered if the project default ZP_OC_DISC is set to Y (default). If this

project default is set to N, negative values are not allowed as a percentage.

Discounts are not discountable.

Alternatively, discounts can be defined in the Discount % and Discount Amount fields on the Quote Details tab.

You can select the type of unit price from the dropdown list in the Unit Price Type field. By default, the unit price has no type. The following values are available:

Including

Excluding

No Quote

Not Required

This unit price type information is meant to be used for spare parts.

You can only select a different type if the Other Cost % and Cost Value Total fields are set to 0 (zero). Values in the Other Cost %, Cost Value Per Unit, and Cost Value Total fields can only be entered if this Unit Price Type field is empty.

In the Cost Value Per Unit field, you can enter a cost value for each unit of the quote detail. The cost value total is automatically calculated by multiplying the cost value per unit with the quoted quantity of the quote detail and is displayed in the Cost Value Total field.

The total value of the selected other cost can be entered in the Cost Value Total field. If the project default ZP_NEG_OC is set to N (default), you can only enter values greater than or equal to 0 (zero). If ZP_NEG_OC is set to Y, you can also enter negative values.

The currency of the cost value is shown in the Currency field. The default value of the currency is given by the value of the project default ZX_CURCY. You can double-click in this field to open the A.10.12 Units of Measure screen where currencies are defined.


Explanation The descriptions of the other cost appear in the Short Desc and Description fields.

Quote Details The quote detail information is maintained on the Quote Details tab.

The sequence of the quote details or the requisition line items assigned to the inquiry is shown in the Seq field. The name of the requisition is shown in the Engineering Requisition field. If more than one requisition (cycle) is associated with the quote detail, 'n DIFFERENT' appears with n representing the number of different requisition(s) (cycles). The requisition supplement is shown in the Suppl field. If more than one requisition line item is associated with the quote detail, this field remains empty. The origin (branch) of the requisition appears in the Origin field. This field only shows the name of the origin if the origin of all associated requisitions is the same. Otherwise, this field contains the value 'n DIFF' with n representing the number of different origins.

The line item number (position) and the sub line item number (sub position) of the requisition line item are shown in the Pos and Sub Pos fields. These fields are only filled if exactly one position/sub position number is associated with the quote detail. Otherwise, these fields remain empty. The order sequence number is used for tracking the related agreement line items throughout several requisition supplements if the project default ZR_PROCSEQ is set to Y. This order sequence number is shown in the Proc Seq field. This field is only filled if exactly one proc order sequence is associated with the quote detail. Otherwise, this field remains empty.

The ident code for the ident placed on this line item appears in the Ident Code field. This field has a red background color if an ident deviation exists. That is, the attribute defined by project default ZP_DEVATTR is assigned to the quote detail. Click the Attributes button to view the value of the attribute for the changed ident description.

The Tag Number field shows the tag number for a (non-bulk) ident.

The commodity code of the material on this line item appears in the Commodity Code field.

The alternate number displayed in the Alt field acts as a sequence number to distinguish between the alternates for a quote detail. The alternate number of the original quote detail is 0 (zero). When the quotes are created, one quote detail is created for each requisition line item. If you want to offer an alternate to the original requisition line item/quote detail, you can create alternates by clicking the Create Alternate button. Each time you click this button, another alternate is created, and the alternate number is increased by 1.

The Split Seq field displays the sequence number to order the splits of a quote detail.

Select the No Bid indicator if you do not want submit a bid for this quote detail.


Explanation The No Comp Bid indicator shows whether this quote detail is comparable or not. This indicator is automatically set if a quote detail is split and the total of the split quantities is greater than the originally quoted quantity or if the quantity or weight unit of the splits differ.

The Split indicator shows whether the quote detail has been split. If a quote detail has been split, the original quote detail cannot be changed any longer. Modifications, including modifications of attributes, other costs, and attachments, can be applied to the splits.

The Sel indicator shows whether the quote detail has been assigned to a bidder on the Awarding screen.

The Size 1/2 fields show the sizes 1 and 2 of the selected ident.

Quantities The Quantities fields are shown next.

The Released Quantity field displays the result of 'total released quantity - last total released quantity' of the corresponding requisition line item(s). In the case of detail tags, 0 (zero) appears.

The Quoted Quantity field shows the quantity for which the bid is submitted. If the quote detail is associated with more than one requisition line item, this field shows the sum of the quantities of all associated requisition line items, and the background color of this field is set to magenta. In this case, you cannot update the quantity here. Because the software has to track the quantities finally purchased for requisition line items, you must update the quantities on the requisition line item level and not on the quote detail level. Otherwise, the software cannot detect whether an engineering requisition has already been purchased completely or not. To apply changes on the requisition line item level, you can double-click in this field. Window 3 opens with the Req Line Items tab activated.

Here you can update the Quoted Quantity field for each associated requisition line item.

The Quantity Unit field shows the unit of the quoted quantity. All units that have been defined for the unit groups WEIGHT, VOLUME, or QUANTITY are available for selection from the LOV. You cannot overwrite a quantity unit that is automatically set by the software because this value is already derived from the SmartPlant Reference Data setup.


Explanation The previous quantity of the quote detail is shown in the Last Quantity field. That is, this field displays the quantity of the item on the previous inquiry supplement. If you are looking at the first supplement of an inquiry or if the quote detail has been added on the current supplement, the value 0 (zero) is shown here.

The Changed Quantity field shows the difference between the Quoted Quantity and the Last Quantity values of the quote detail. If the supplement of the inquiry is 0 or if the quote detail has been added on the current supplement, the value 0 (zero) is shown here.

Prices/Costs The Prices and Costs fields are shown next.

You can select the type for the unit price from the dropdown list in the Unit Price Type field. By default, the unit price has no type. The following values are available:

Including

Excluding

No Quote

Not Required

This unit price type information is meant to be used for spare parts

You can only select a different type if the Unit Price field is set to 0 (zero). A unit price can only be entered if this Unit Price Type field is empty.

Enter the unit price of the quote detail in the Unit Price field (for a quantity of 1). If the price type is filled, you cannot enter a unit price. If you enter a unit price, you cannot use the Supply Price and Install Price fields. Or vice versa, you can enter values for supply and/or install price instead, and then the Unit Price and Extended Price fields are protected against update. In this case, the unit price is automatically calculated as the total of the supply price and install price. The extended price is then also calculated automatically.

The Extended Price field displays the extended price. If the price base is set to QTY-UNIT, the extended price is the result of the multiplication of the quantity with the unit price. If the price base is set to WEIGHT-UNIT, the extended price is calculated as the product of quantity, unit price, and unit weight. When the extended price is calculated, the precision set for the currency on the A.10.12 Units of Measure screen is taken into account. If, for example, the precision for a currency is set to 1, the price base is set to QTY-UNIT, the quantity is 10.25, and the unit price is 1.2345, the extended price is 12.70 instead of 12.65. If you update the extended price, the unit price is recalculated taking the price base into account. You cannot update the extended price if the price type is set or if a supply price and/or an install price have been entered.

The Discounted Price field displays the discounted price, which is determined by the extended price reduced by the discount. Such a discount can be defined either on the quote detail level


Explanation using the Discount %/Discount Amount fields or on the other cost level by entering a negative value in the Other Cost % field. The discount amount defined on the other cost level can be seen in the OC Discount field.

The Supply Price field shows the price to be paid for a quantity of 1 (one). The Install Price field shows the price to be paid for the installation of a quantity of 1 (one).

If the Price Type field is filled, you cannot enter a supply price or an install price. You can either enter a unit price or use the Supply Price and Install Price fields. In this case, the unit price is automatically calculated as the total of the supply price and install price. The extended price is then also calculated automatically.

The Gross Other Costs field shows the sum of all other costs that are attached to this line item without discounts. These other costs also include evaluation costs. If the currency of an other cost differs from the currency of the line item, the cost value is converted to the currency of the line item using the factor on the Exchange Rates tab of the P.30.21 Prepare RFQ screen. If no factor is provided by the inquiry cycle, the conversion factors on A.10.13 Unit to Unit are applied. If no conversion factor is defined, a warning appears and no value is displayed in the Gross Other Costs field.

The Net Other Costs field contains the sum of all other costs that are attached to this line item including discounts. These other costs also include evaluation costs. Discounts are only applied to other costs that have been marked as being discountable. If the currency of an other cost differs from the currency of the line item, the cost value is converted to the currency of the line item using the factor on the Exchange Rates tab of the P.30.21 Prepare RFQ screen. If no factor is provided by the inquiry cycle, the conversion factors on A.10.13 Unit to Unit are applied. If no conversion factor is defined, a warning appears, and no value is displayed in the Net Other Costs field.

The Net Price field shows the net price of a quote detail; the net price is the sum of the discounted price and the net other costs.

The currency of the prices is shown in the Currency field. All currencies defined on the A.10.12 Units of Measure screen for the unit group CURRENCY can be selected.

Select the price base from the dropdown list in the Price Base field. You can select QTY-UNIT (quantity unit) or WEIGHT-UNIT. If the price base is weight unit, the costs are calculated using the unit weight and the quantity; otherwise, the costs are calculated using the quantity only.

Enter the weight for a quantity of 1 (one) as specified by the bidder in the Unit Weight field. The weight unit is shown in the Weight Unit field. All units defined on the A.10.12 Units of Measure screen for the unit groups WEIGHT and QUANTITY are available and are valid values for this field. The Total Weight field shows the total weight, which is calculated as the product of the quantity and the unit weight. If you update the total weight, the unit weight is recalculated. The precision of the currency defined on A.10.12 is taken into account when calculating the total weight.

The base for discount calculation appears in the Discount Base field. By default, the Discount % field is the base for the discount calculation. When any values such as the quantity or the unit price are changed, the value in the Discount % field is used to calculate the new discount amount. If the discount base is set to ‘Discount Amount,’ the discount amount remains fixed and is used to calculate the new discount percentage when values such as the quantity or the unit price are changed. Depending on the setting of the discount base, you can either update the Discount % field or the Discount Amount field. If the discount base is set to 'Discount Amount' and if no discount has been defined on the quote summary level, the Discountable check box is cleared for all other costs that have been assigned to the quote detail. Thus, the software prevents any discount from being applied to the other costs. If a


Explanation discount has been defined on the quote summary level, the check box is not reset. But the discount percentage defined on the quote detail level is not applied to the other cost. Only the overall discount of the quote summary level is applied. If you want the discount to also be applied to the other costs, you must set the discount base to 'Discount %' or reset all discount values and define the discount on the other cost level.

The discount in percent granted by the bidder is shown in the Discount % field. When a discount percentage is entered, the discount amount is automatically calculated. The discount is applied to the extended price of the quote detail.

The discount percentage can only be modified if the discount base is set to 'Discount %'.

The discount is also applied to all other costs that have been marked as discountable provided the discount base is set to 'Discount %'. But the corresponding discount amount is not included in the value in the Discount Amount field.

The value of the total other costs is only refreshed when you click the Save button to save your changes.

Alternatively, discounts can be defined by assigning other costs with a negative other cost percentage on the quote detail. You can either use the Discount % and Discount Amount fields or define discounts on the other cost level. You cannot use both features. If discounts have been entered on the other cost level, the Discount Base, Discount %, and Discount Amount fields cannot be changed. If discounts have been entered in the Discount % and Discount Amount fields, you cannot define discounts for quote details on the other cost level.

The Discount Amount field shows the discount amount granted by the bidder. The discount amount can only be modified if the discount base has been set to 'Discount Amount'. When a discount amount is entered, the discount percentage is automatically calculated. The discount is applied to the extended price of the quote detail.

The OC Discount field shows the amount of the discount defined on the other cost level and applied to the extended price of the quote detail.

The Restocking % field shows the percentage of the price to be paid for restocking the item in the event of cancellation.

The Restocking Price field shows the price for restocking the item in the event of cancellation.

The price to be paid if modifications are applied to the item appears in the Modification Price field.

The Packing Price field shows the price for packing the item.

The packing dimensions appear in the Packing Dimensions field, and the packing volume appears in the Packing Volume field with the unit of volume in the Volume Unit field. All units defined for unit groups 'VOLUME' and 'QUANTITY' can be entered. You can double-click in this field to open the A.10.12 Units of Measure screen.


Explanation

Shipping/Schedule The Shipping and Schedule fields are shown next.

The Country of Origin field displays the name (code) of the country from which this line item originates.

The Manufacturer field shows the name of the manufacturer.

The manufacturer's catalog number for the item being supplied appears in the Catalog Number field.

The % Dom. Prod. field shows the percentage of the materials manufactured in the U.S. The initial value of this field depends on the setting of project default ZP_EXPLICR. If ZP_EXPLICR is set to Y (default value), this field is set to 0, and the Exp Lic Req check box is selected. If ZP_EXPLICR is set to N, this field is set to 100, and the Exp Lic Req check box is not selected.

The Incoterm field shows the name (code) of the incoterm.

The delivery place of the material appears in the Delivery Place field. To avoid that each time a delivery place is needed the same place is written in a different manner, the entries you make in this field are checked against the delivery places that have been defined on the P.10.37 Delivery Places screen. For example, Rotterdam, ROTTERDAM, and rotterdam all refer to the same delivery place. But, in fact, these are three different delivery places for the system. If you enter a delivery place that is not defined on P.10.37 so far, you will get a warning in case you have access and update rights for this screen. Then it is up to you to decide whether you prefer to select a known delivery place from the LOV or whether you want to create an additional, new delivery place. If you don’t have access and update rights for the P.10.37 screen, you can only enter delivery places pre-defined on P.10.37.

The Shipping Days field shows the number of days that are required for shipping from the delivery place to site. This number of days is retrieved from the P.10.38 Shipping Days screen using the delivery place of the quote detail as 'Delivery Place from' and the value of project default ZP_SITELOC as 'Delivery Place to'. The data shown here is only for information and is not used anywhere else in the downstream workflow.

The Pred Contract field shows the predicted (promised) contract date assigned to the agreement line item when an agreement is created. This expected contract date is calculated regardless of the setting of project default ZP_INIT_PC but otherwise according to the rules described on the P.50.07 Maintain Agreements screen for the Prom Contract field. If the sum of the predicted contract date and shipping days is greater than the ROS date or if any data is missing for this calculation, the background color of this field is red.

The ROS Date field shows the date when the material is required on site (ROS). This information comes from the associated requisition line item(s). If more than one requisition line item is associated with the quote detail, the earliest ROS date is shown here.


Explanation The Req Delivery Date field shows the required delivery date. This date is calculated by subtracting the number of weeks defined by project default ZP_X_WEEKS from the ROS date of the associated requisition line item.

Select the Exp Lic Req check box if an export license is required for this item. The initial value of this check box depends on the project default ZP_EXPLICR. If ZP_EXPLICR is set to Y (default value), this check box is selected; if ZP_EXPLICR is set to N, this check box is not selected.

The Exp Lic Number field shows the export license number.

Enter the minimum number of weeks required for shipping the item in the First Ship field. Enter the maximum number of weeks required for shipping the item in the Last Ship field. You can select the last ship date from the LOV in the Last Ship Date field. If the Last Ship Date field is used, this date is inherited to the Prom Ship Date field of item shipments when an agreement is created from this quote summary.

The Group By 1 to 5 fields display the values of the first to fifth group-by attribute.

Buttons The Ident Short Description field shows the ident short description, which is derived by calling the CIP procedure ident_desc (ident, nls). It is a non-database field.

You can click the Create Alternate button to create a new alternate as a duplicate of the actual quote detail. This button is not available:

if the line item is an alternate (alternate number > 0) or

if the line item is a split (that is, the Split Seq field is not empty) or

if the line item is a master or detail tag or

if the approval process of the quote has been started or

if the quote has already been approved or

if the quote detail has been assigned to another bidder and that quote has already been approved or the approval process for this quote has already been started.

You can click the Alternates button to create an alternate for EACH quote detail of the quote. The same conditions as for the Create Alternate button are applied. For example, alternates are only created for alternate 0, and alternates cannot be created if the quote has already been approved.

If you want to split the quantities of a quote detail into several lines, you must click the Create Split button. This button is not enabled if the quote detail fulfills any of the following conditions:

The bidder did not return a bid for this quote detail (that is, the No Bid check box is set).

The line item is a split (that is, the Split Seq field is not empty).

The line item is a master or detail tag.

The line item has already been selected for this bidder.


Explanation The line item has already been assigned to another bidder whose quote has been approved

or for whose quote the approval process has already been started.

The approval process for the quote of this quote detail has been started.

The quote for this quote detail has already been approved.

The Split Tag button enables you to create splits for quote details. You cannot create detail tags for quote details for which alternates have already been created or the quantity of which has been split. Furthermore, splitting is only available if exactly one requisition line item is associated with the quote detail.

The 'normal' functionality of creating splits or alternates is not available for master or detail tags.

You can create only one detail tag at a time. So if you need to create three detail tags, you must click this button three times. Only when splitting a tag for the first time are two splits created directly.

Once a detail tag has been created, the quoted quantity of the master tag cannot be updated any longer.

The released quantity of the detail tags is set to 0 (zero).

If a detail tag has been created by mistake, it can be deleted. Master tags (or any other quote detail) cannot be deleted.

You can click the Inquiry Attachments button to open the D.90.21 Attachments screen to view the inquiry attachments.

You can click the Item Attachments button to open the D.90.21 Attachments screen to view the quote detail attachments.

You can click the Technical Evaluation button to open the P.30.23 Technical Evaluation screen where the technical evaluation details of the inquiry appear. You cannot edit any data on this screen.

When the quotation is completed, you can finalize the quote using the button at the right. The button is labeled depending on the setting of the project default ZP_QS_SIGN. If the project default is set to N (default), the button is labeled Finalize Quote, and the signature of the subcontractor is not required to finalize the quote. The Finalize Quote button locks the quote for the bidder, and an email message is sent to the contractor notifying them about the bid. If ZP_QS_SIGN is set to Y, the button is labeled Sign and Submit. With Sign and Submit, some additional steps are needed before the quote is locked and email is sent.


Explanation First, the bidder is prompted to add his electronic signature.

Enter your name and title in the Signed By and Title field. The current date is filled in the Date field; modify the date as needed. Then click the E-Signature button to electronically submit your signature. Another box opens.

The secret question that you have defined with your user account appears. Enter the correct answer in the Answer field, and click Submit. The accuracy of the answer is checked against the answer stored in the software. If your answer is not correct, a message appears, asking you to try again. If you fail three times, an email message is sent to your email account with the correct answer.


Explanation If the answer is correct, another box opens, displaying with a certification statement.

You must agree with this certification statement by clicking the I agree button.

If any of these three steps fail or is canceled by the user, the signature is not stored and the quotation is not finalized. The progress must be re-started by clicking Sign and Submit again. When the e-signature, answer, and certification statement are properly submitted, the quote is locked for the bidder, and an email is sent to the contractor with a notification about the bid.


Explanation

RFI/Clarifications On the RFI/Clarifications tab, you can view and maintain requests for information (RFIs) related to the selected inquiry. This tab enables bidders to submit questions to the buyer about the inquiry.

In the first (RFIs) block, the RFIs assigned to the selected inquiry appear. If you select the Show only my RFIs check box on top, only RFIs submitted by you(r company) appear. Your RFIs are highlighted with light green.

To create a new RFI, enter a sequence number in the Seq field, and select the status of the RFI from the dropdown list in the RFI Status field. The available options are Open and Closed. If the status is set to Closed, the RFI cannot be changed.

Select the date when the RFI was created from the LOV in the Date field. Enter the RFI subject in the Subject field.

Select the Submit Answer check box to submit this RFI to the requesting company. If the check box is selected, you cannot change this RFI and the associated questions any longer, and you cannot add more questions to the RFI.

To be able to submit the RFI, at least one question must be assigned to the RFI.

In the second (Questions) block, the questions associated with the selected RFI appear. In the Requested By field, enter the name of the person who asks the question with his phone number in the Contact Tel field. Enter the question in the Question Details field.

When the buyer has answered the question, the answer appears in the third (Answers) block.

A question can only be answered if the RFI is submitted.


Explanation The name of the person who answers the question appears in the Answered By field with his phone number in the Contact Tel field. The Date Answered field shows the date when the answer was entered. In the Answer Details field, the answer to the selected question appears.

The Submit Answer check box indicates if the answer is submitted to the bidder(s).

If the answer is sent to all bidders, the RFI and the question are also included in the email, but without mentioning the requester and his phone number. The other bidders do not know who asked the question.

The Addend Rqd check box indicates if an addendum is required. The addendum number is shown in the Addend No. field.

Alternates/Options On the Alternates/Options tab on the P.30.27 Bidder Quotation screen, you can specify alternative or optional items, or set the price for pre-defined alternates/options.

If an alternative/optional item is entered by the buyer, you cannot delete or change the description of this item here.

This alternates/options information is not the same as alternates for line items.

To define a new item, enter the order sequence of the alternative/optional item in the Seq field. Select the type (Alternate or Option) from the dropdown list in the Type field. Enter the description of the alternative/optional item in the Description field. Select Add or Deduct from the dropdown list in the Add/Deduct field to specify if the alternate/option would increase or decrease the original price. Enter the price of the alternative/optional item in the Price field with its currency in the Currency field. To comment on the alternate/option, you can enter any free text in the Clarification field.

Price Breakdown The price breakdown includes the goods, services, or packages separated into their elements and listed under suitable headings such as materials, labor, shipping and handling, taxes, and so forth.


Explanation The price breakdown items can be maintained on the Price Breakdown tab on the P.30.27 Bidder Quotation screen.

Enter a code for the price breakdown item in the Item Code field and the item description in the Description field.

You can assign an activity to this item by selecting a pre-defined value from the LOV in the Activity Code field. You can assign an account code to this item by selecting a pre-defined value from the LOV in the Account Code field.

Enter the estimated cost for the material in the Material Total field. Material means those materials that enter directly into the end product, or that are used or consumed directly in connection with the furnishing of the end product or service.

To maintain the labor hours and costs, double-click in the Labor Total field to open a new window.

Here you can specify the labor hours for the selected price breakdown item.

Enter a sequential number in the Seq field.

Select the labor classification from the LOV in the Labor Classification field.

Enter the estimated number of labor hours in the Hours field and the hourly rate of the selected labor classification in the Unit Rate field.

The total of the labor hours is computed by multiplying the hourly rate by the number of estimated labor hours and is displayed in the Total field with its currency in the Currency field.

The currency of the labor hours is populated from the currency of the price breakdown item. You cannot change the currency here.


Explanation The total of all labor hours assigned to the price breakdown item appears in the Labor Total field on the Price Breakdown tab. The value of this field is calculated as:

sum of Hours x Unit Rate for all details of the price breakdown items

Enter the estimated cost for construction equipment for this item in the Constr. Equipt. Total field.

Enter the estimated cost for the consumables for this price breakdown item in the Consumables Total field. For example, welding electrodes and inert gas are consumables.

Enter the estimated costs for this price breakdown item that could not be added to the material, construction equipment, or consumables totals in the Others Total field.

The Overall Total field displays the sum of all total fields of this price breakdown item. The value of this field is calculated as:

Material Total+Labor Total+Construction Equipment Total+Consumables Total+Others Total

The Currency field shows the currency of the price breakdown item. By default, this field is populated with the currency of the inquiry, but you can change it. You can double-click in this field to open the A.10.12 Units of Measure screen where currencies are defined.

You can enter any additional comments for the price breakdown item in the Comments field.

The Quote Detail Costs field shows the total cost of the selected quote detail.

The Sum Overall Total field shows the sum of all price breakdown overall totals of the selected quote detail.

The Currency field shows the currency of the totals.

In the Comments field, you can enter a comment on the price breakdown item.

If the Sum Overall Total value deviates from the Quote Detail Costs value, you see a warning as displayed in the picture below.

Click Continue to go ahead anyway. Or, click the Cancel button, correct the item costs so that they add up to the Quote Detail Costs value, and save again.


Explanation

Other Costs On the Other Costs tab on the P.30.27 Bidder Quotation screen, you can attach other costs to the quote.

Select the other cost from the LOV in the Other Cost field.

If the project default ZJ_USE_AC is set to N (which means you are not working with the account code module), you can select the account code from the LOV in the Account Code field. The account code that has been placed on an other cost in P.10.33 can be changed here. This modification is only valid for the quote summary to which the other cost has been assigned, not for all future usages of this other cost. You can double-click in the Account Code field to open the A.10.30 Account Codes screen where the account codes are defined.

The value of the Account Code field cannot be changed if ZJ_USE_AC is set to Y.

The Eval Cost indicator shows whether the other costs are defined as evaluation costs.

Select the Discountable check box to mark this other cost as discountable. If a discount is assigned to the quote summary and this indicator is selected, this other cost is discounted; that is, the discount is also applied to this other cost. The cost value total of the discountable other cost remains unchanged. But you can see the results of the applied discount in the Cost Value Total field of the other cost defined as the discount if the discount has been defined on the other cost level, and in the Total Other Costs and Discount Amount fields on the Quote Summaries tab.

This indicator can only be set after a discount has been assigned to the quote summary. If another cost represents a discount (negative value in the Other Cost % field), this indicator cannot be set.

Instead of entering a cost value, you can enter a percentage in the Other Cost % field. For example, the costs for transportation amount to 2% of the total costs. The percentage is applied to the total of all discounted prices on the quote detail level. In the case of alternates, the cheapest alternate is taken into account. When you are working with a percentage instead of a


Explanation value, the Cost Value Total field is populated automatically. The currency of the quote is copied over if necessary. If a percentage has been entered, these fields cannot be changed.

To apply a discount to the quote, you must enter a negative value for the percentage. Such a discount is applied to the total of all net prices on the quote detail level and to all other costs assigned on the quote summary level that have been marked as being discountable. Again, the cheapest alternate is used for the calculation if several alternates exist.

Discounts can only be entered if project default ZP_OC_DISC is set to Y (default). If this

project default is set to N, negative values are not allowed for the percentage.

Discounts are not discountable.

Alternatively, discounts can be defined in the Discount % and Discount Amount fields on the Quote Summaries tab. If discounts have been entered on the other cost level, the Discount % and Discount Amount fields cannot be changed. If discounts have been entered in the Discount % and Discount Amount fields, you cannot define discounts for the quote summary on the other cost level.

You can select the type of unit price from the dropdown list in the Unit Price Type field. By default, the unit price has no type. The following values are available:

Including

Excluding

No Quote

Not Required

This unit price type information is meant to be used for spare parts.

You can only select a different type if the Other Cost % and Cost Value Total fields are set to 0 (zero). The Other Cost % and Cost Value Total values can only be entered if this type is empty.

The total value of the other cost is entered in the Cost Value Total field. If the project default ZP_NEG_OC is set to N (default), you can only enter values greater than or equal to 0 (zero). If ZP_NEG_OC is set to Y, you can also enter negative values.

The currency of the other cost value is shown in the Currency field. The default value of the currency is given by the setting of project default ZX_CURCY. You can double-click in this field to open the A.10.12 Units of Measure screen where currencies are defined.

The other cost descriptions appear in the Short Desc and Description fields.


Explanation

Progress Payment Events On the Prog Pay Events tab on the P.30.27 Bidder Quotation screen, you can assign progress payment events to a quote. These progress payment events are later copied over when an agreement is created based on this quote.

Enter the order sequence for the event in the Seq field.

Select the pre-defined progress payment event from the LOV in the Prog Pay Event field. The descriptions of the event appear in the Short Desc and Description fields.

The date when the milestone is planned to be completed can be selected from the LOV in the Planned Completion Date field.

Enter the percentage of payment required for this event in the PP field. The sum of all payment percentages must add up to 100%. Enter the number of weeks between this event and the previous event in the PW field.

You can copy an entire set of progress payment events, which are pre-defined on the P.10.32 Progress Payment Sets screen. Select the set from the LOV in the Prog Pay Set field, and click the Copy button. The events included in this set are assigned to the quote.


Explanation

Cancellation Costs The Cancellation Costs tab on the P.30.27 Bidder Quotation screen is used for the maintenance of cancellation costs, which is the penalty that must be paid to the bidder if the agreement is rejected. The penalty depends on the number of weeks.

Enter the percentage of penalty to be paid in the Percent field.

Enter the number of weeks or period for which this penalty is assigned in the Weeks field.

Variation Rates The Variation Rates tab on the P.30.27 Bidder Quotation screen can be used for the maintenance of price changes.

Select the rate type from the LOV in the Rate Type field. The list of values contains all rate types of rate groups Materials and Other. If you enter an unknown rate type, it is accepted but not added to the list of entries on P.10.39 Rate Types. The rate type descriptions appear in the Short Desc and Description fields.

Select a quantity unit from the LOV in the Quantity Unit field. All units of measure except those defined for unit group CURRENCY are available for selection.

The wage base for the rate type is entered in the Rate Value field, with its currency in the Currency field. All currencies available in the software can be entered. The currency of the quote summary is used as the default value.


Explanation

Price Agreements On the Price Agreements tab on the P.30.27 Bidder Quotation screen, you can assign price agreements to a quote and apply these pre-defined prices to the quote details.

Select the price type from the LOV in the Price Type field. All other fields are populated automatically with the price agreement details. The price type descriptions appear in the Short Desc and Description fields. The price agreement number defined on AS.10.02 is shown in the Price Agreement Number field. The first day of validity for this price agreement appears in the Valid Start Date field and the last date in the Valid End Date field.

In the Factor field, you can enter a percentage factor to be applied to each price in the price list (in addition to the factor defined on AS.10.02). The factor can be a positive or negative number, thus resulting in either a bonus or discount. By default, the factor is set to 1 (one).

You can click the Update Quote Details button at the bottom of the screen to populate the quote details with the prices from the selected price agreement if the quoted quantity is greater than or equal to the quantity of the pricing on AS.10.02. The quote detail prices are overwritten when the unit price is 0 (zero) or greater than the one from the price agreement. You can click the Update Quote Details button as often as you like, and as long as the approval process has not been started, and the quote has not been approved.


Explanation

Files As part of the e-business functionality, you can attach files to a quote summary, upload the files to the database, browse these files, or even remove them from the database using the Files tab on the P.30.27 Bidder Quotation screen.

To upload a file, click the Upload button. A new window opens, displaying an upload form.


Explanation Select a file from your file system, and click the Open button to continue. The file is stored in the database. When the upload is finished, the file name is copied from the file that you have selected for the upload and displayed in the File Name field. You can enter any additional comment about the file in the Comment field.

You can click the View button to open and view the selected file.

To remove the selected file from the database, click the Remove button.


Explanation


S E C T I O N 3

The purpose of this tutorial is to manage the bidder quotation using the E-Supplier portal of SmartPlant Materials.

Be sure to read the Explanation section of this training document before starting the tutorial.

Before starting the tutorial, please log in to the TRAINPROJ project and the PIPING discipline. You can check the project and discipline by looking at the bottom of the screen.

Project Defaults Purpose This section explains how to set the relevant project defaults when starting a new project in the Inquiry section of the SmartPlant Materials MSCM module.

Exercise 1. Open the A.20.12 Projects Defaults screen from the Administration > A.20

Project/Product Group menu branch.

Tutorial


Tutorial

2. The login project should appear in the first block. If not, click the Enter Query button

to change to query mode, open the LOV using the List of Values button, and select

the project from the list. Then click OK to close the LOV. Click the Run Query button to display the selected specification with its details.

3. Click the MSCM tab to display the project defaults relevant for the Material Supply Chain Management module.

4. Double-click in the Value field of project default ZP_QS_SIGN to open the LOV, select Y,

and click OK to close the LOV and copy the selected value to the Value field.

5. Click in the Value field of project default ZP_QSD_UPP, and enter C:\SPM2011\download.

6. Click in the Value field of project default ZP_QD_EA, and enter [email protected].

7. Double-click in the Value field of project default ZP_EN_ACT to open the LOV, select Y, and click OK to close the LOV and copy the selected value to the Value field.

8. Save the changes using the Save button.

9. Close the screen by selecting File > Close All or Close from the main menu.


Tutorial

E-Supplier Login Purpose This section explains how to log in to E-Supplier.

Exercise 1. Open a web browser, and enter the E-Supplier URL

http://spm7/forms/frmservlet?config=supplier_entry_spmat

The E-Supplier login screen opens

2. Enter LWHITE in the User Name field and lwhite in the Password field.

3. Click the Logon button.

A message appears.

Click OK.

The Logged On check box is selected to indicate that you’re logged on.


Tutorial 4. Select Inquiries from the dropdown list in the Working With field.

The available inquiries appear.

5. Select the inquiry PIPING-FO FITTINGS

6. Double-click in the Inquiry field.

The P.30.27 Bidder Quotation screen opens, displaying the details of the selected inquiry.


Tutorial

Enter Prices Purpose This section explains how to assign prices to quote details.

Exercise 1. On the Quote Details tab on P.30.27 Bidder Quotation, select the first quote detail.

2. Use the scrollbar at the bottom to scroll to the right to display the Released Quantity and Quoted Quantity fields.

The quoted quantity should be the same as the released quantity.

3. Scroll further to the right to display the Unit Price and Extended Price fields.

4. For the first quote detail, enter 96 in the Unit Price field.

The extended price is calculated as the unit price x the quoted quantity and is displayed in the Extended Price field.

5. In the Unit Price field, enter 84 for the second and 120 for the third quote detail.

6. Scroll further to the right to display the Discount Base, Discount %, and Discount Amount fields.

The discount base must be set to ‘Discount %’.

7. Enter 8 in the Discount % field for all quote details.

The discount amount for each quote detail is calculated as the extended price x the discount %/100 and is displayed in the Discount Amount field.

8. Scroll back to the Extended Price and Discounted Price fields.


Tutorial

The discounted price is calculated as the extended price – discount amount and displayed in the Discounted Price field.

9. Scroll further to the right to display the Incoterm and Delivery Place fields.

10. Select FOB from the LOV in the Incoterm fields.

11. Select Nigeria from the LOV in the Delivery Place fields.


Enter Quote Detail Other Costs Purpose This section explains how to assign other costs to the quote details.

Exercise 1. On the Quote Details tab on P.30.27 Bidder Quotation, double-click in the Seq field of the

first quote detail.

Window 2 opens. The quote detail other costs are maintained on the Other Costs tab.

2. Select CERT from the LOV in the Other Costs field.

3. Enter 30 in the Cost Value Total field.

4. Click the New Record button to create a new record

5. Select TRANSPORT from the LOV in the Other Costs field.


Tutorial 6. Enter 5 in the Other Cost % field.

The cost value total is calculated and displayed in the Cost Value Total field.


8. Close Window 2 by selecting File > Close from the main menu.

9. Define quote detail other costs for the other quote details in the same way.

10. Scroll to the right to display the other costs fields.

The Gross Other Costs field shows the total of other costs without a discount, and the Net Other Costs field shows the total of other costs with discounts.

The quote detail net price is calculated as the discounted price + net other costs and displayed in the Net Price field.

Enter Quote Other Costs Purpose This section explains how to assign other costs to the quote.

Exercise 1. Open the Other Costs tab on P.30.27 Bidder Quotation.

The other costs defined for the inquiry on P.30.21 Prepare RFQ appear.

2. In the first line (CERT), select the Eval Cost check box, and enter 120 in the Cost Value Total field.


Tutorial 3. In the second line (PACK), enter 8 in the Other Cost % field.

4. In the third line (TEST), select the Eval Cost check box, and enter 180 in the Cost Value Total field.

5. In the fourth line (TRANSPORT), enter 15 in the Other Cost % field.

6. Click the New Record button to create a new record

7. Select TAX-SALE from the LOV in the Other Cost field.

8. Enter 19 in the Other Cost % field.


The other costs should now look as follows.

Attach Documents Purpose This section explains how to attach documents to the quote.


Tutorial Exercise 1. Open the Files tab on P.30.27 Bidder Quotation.

2. Click the Upload button.

The File Upload box opens.


Tutorial 3. Navigate to the directory where the file is stored, and select the file.

4. Click Open.

The file is uploaded and saved in the database.

5. Enter a comment in the Comment field.


7. Upload a second file in the same way.

8. Click the View button to view the uploaded file.

A window opens, displaying the selected file.

9. Close that window.

10. Select the second file, and click the Remove button.

The file is deleted from the database and the record deleted from the screen.



Tutorial

Sign and Submit Quote Purpose This section explains how to sign and submit a quote to finalize it.

Exercise 1. Open the Quote Details tab on P.30.27 Bidder Quotation.

2. Click the Sign and Submit button.

A box opens.

3. Enter your name in the Signed By field.

4. Enter your title in the Title field.

5. Click in the Date field.


Tutorial

The E-Signature button is enabled.

6. Click E-Signature.

A box opens, and the secret question that you defined with your user account appears.

7. Enter the correct answer in the Answer field.

8. Click Submit.


Tutorial 9. Another box opens, displaying a certification statement.

10. Click the I agree button.

The quote is now locked for the bidder, and an email is sent to the contractor with a notification about the bid.

The P.30.27 Bidder Quotation screen closes, and the inquiry appears on the E-Supplier login screen with the Finalize Date field set.

11. Close the login screen.


Tutorial


S E C T I O N 4

In this tutorial, you learned how to:

Enter prices on a quote

Enter other costs on a quote

Attach documents to a quote

Finalize a quote

Sign and submit a quote

Helpful References SmartPlant Materials and Reference Data - User Interface Basics

SmartPlant Materials E-Supplier

SmartPlant Materials A-Z Training – Prepare Inquiry/RfQ

Comments and Questions Please send comments or questions to [email protected] (mailto:[email protected]).

Summary


mailto:[email protected]

Summary


A Alternates/Options • 32 Attach Documents • 50

B Bidder Quotation • 17 Buttons • 27

C Cancellation Costs • 38 Comments and Questions • 57

D DBA Settings • 15

E Enter Prices • 47 Enter Quote Detail Other Costs • 48 Enter Quote Other Costs • 49 E-Supplier Login • 17, 45 Explanation • 9

F Files • 40

H Helpful References • 57

O Objectives • 7 Other Costs • 35 Overview • 7

P Prerequisites • 7 Price Agreements • 39 Price Breakdown • 32 Prices/Costs • 23 Progress Payment Events • 37 Project Defaults • 16, 43

Q Quantities • 22 Quote Detail Other Costs • 19 Quote Details • 21

R RFI/Clarifications • 31 RMTE Users • 11

S Setup • 11 Shipping/Schedule • 26 Sign and Submit Quote • 53 Summary • 57

T Tutorial • 43

V Variation Rates • 38

W Workflow Diagram • 10

Index
