CIPAceTM HelpManage Solicitation Quotes |
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Navigate Here: Implementation > Solicitation Management > Browse Solicitations, select a solicitation > Quotes tab
You can manage the solicitation quotes on Solicitation Management page - Quotes tab.
All modifications in this page must be saved by clicking the Save button.
The quote line items are managed by groups and sections with different line item structures (which are configurable).
Quote Group & Section
For a new solicitation, when you enter this tab page for the first time, the system will load a default group - Base Bid with all pre-defined sections that are configured by the system administrator for this type of solicitation.
You can add other groups by clicking the area that reads "Please click here to create a new group". A popup window will be displayed.
To add a new group, update the following fields:
Name: The name of the new group. A default name will be automatically assigned by the system in the format of Type + sequence number.
Type: There are two types of a quote group - Base Bid or Alternative Bid.
Click the OK button to add the new group to the bottom of the tab page, or click Cancel to abort and return.
You can add new section(s) into an existing group by clicking the Add Line Item Section(s) icon
All available sections will be listed and checked by default, and you can check with the information of section via their Description and update the New Section Name. Note, the section names cannot be duplicated within a single group.
Click the OK button to add the new section(s) to the bottom of the current group, or click Cancel to abort and return.
You can edit group and section properties by clicking the Edit Group Properties icon
You can click the Rename icon
Click the OK button to apply the changes, or click Cancel to abort and return.
You can delete a group or section by clicking the Delete icon
You can collapse or expand a group or section by clicking the Collapse / Expand icon
Quote Line Item
The quote line item grid structure is configurable, normally with the following fields:
The required fields are noted with an asterisk (*).
Bid Spec No.: The specification number of the quote line item.
SOV Item: The SOV item of the quote line item. Click the grid column to enter editing mode, and select an SOV item by clicking
Item Description: The description of the quote line item.
Unit: The unit of the quote line item.
Quantity: The desired quantity of the quote line item.
You can add a new quote line item into an existing section by clicking the Add Row icon
You can add multiple new quote line items into an existing section by clicking the small triangle besides the icon
Then input the number of line items and click the Create button. Line items in specified number will be added to the bottom of the current section.
You can delete multiple quote line items by selecting them and clicking the Batch Delete icon
You can load quote line items from other business entities by clicking the Load from icon
You can click the Import Data icon
You can select line items in one quote line item section and click the Export Data icon
You can click Full Screen Editing icon
Click
You can click the Filter icon in each column header to enter or clear filtering conditions for the values in this column, and the quote line items will be refreshed to show the filtering result.
In the quote line item grid, you can:
Click the Add icon
Click the Remove icon
Click the Duplicate icon
Click the Popup to Edit icon
You can edit the quote line item general information in the above screen. If line item splitting has been configured for this type of solicitation, you can add or edit split items with the following fields:
Project: The implementation project linked to the split item. Click the grid column to enter editing mode, and select an implementation project by clicking
Fund: The fund linked to the split item. Click the grid column to enter editing mode, and select a fund by clicking
Percentage: The percentage of this split item. Only positive value is allowed. You can click Add icon You can delete multiple split line items by selecting their checkboxes and clicking on the Batch Delete icon You can load split items from other business entities by clicking the Load from icon Click the OK button to save the updated quote line item temporarily, or click Cancel to abort and return.
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