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This option enables the purchaser to update the prices and the terms obtained from each supplier that participates in the quotation. It also enables the registration of new proposals of the suppliers involved or of new participants.

In this routine, the following data are entered: Payment Term, Contact, Unit Price, Price List, Item Total, Delivery Deadline, Branch for Delivery, IPI Rate, ICMS Rate, Freight Value, Due Date, Discounts, Insurance Value, Budget Number, Cash Price, Financing Rate, etc.

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Update of Quotation in the Environment

Especially for Training, the courses to be given can be quoted, enabling the comparison of price, content, and number of hours of each entity, through the quotations. To enable this control, Training Planning, through the option Generate Request, feed the routine Purchase Request.

To enable the control of quotations between the environments Training and Purchase, the following procedures must be observed:

1. Every training must be registered as a product, and its code will be listed later in the Course Register.
2. Every entity must be registered as a supplier, listing its code in the Entity Register.
3. In Training Calendar, through the field Planning, the calendar is updated with planning information, in which data concerning the supplier and the training cost are displayed if a purchase order was generated.

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 Procedures

Updating quotations:

1. By accessing Update Quotations, the window Parameters is displayed with the parameters that are considered by this routine.
2. Configure them according to the field help instructions and confirm.

Then, a new window is viewed with all pending quotations, if previously configured.

3. Place the cursor on the quotation you want and click Update.

The window Update of Quotation Prices/Order Total is displayed, highlighting the products, amounts, value of goods per item, and due date of the quotation.

4. Confirm the screen with the order total to proceed with the quotation.

The window Update of Quotation Prices - Update is displayed, divided into:

• Header

Enter in this area: Payment Term, Contact, Currency of the quotation, etc.

Image Added Note how the following field is filled out: Pr. Delivery, to make tax calculations.

• Items

Enter in this area: Unit Price, Price List, Item Total, Financing Rate, Delivery Deadline, Delivery Branch, IPI Rate, TIO (Type of Inflow), ICMS Rate, Freight Value, Packing Value, Due Date, Discount Value, Insurance Value, Expense Value, IPI Value, ICMS Value, IPI Base, ICMS Base, Discount Percentage, Number of Budgets, etc.

• Footer

This area is subdivided into tabs:

• Totals
• Supplier Data
• Freight/Expenses
• Discounts
• Taxes
• Message/Adjustment

5. In the Header area, fill out data according to field help instructions.

6. Place the cursor on the area Items, enter the prices and terms obtained from the supplier.

7. Fill in the data according to the field's help instructions.

8. Note, however, the following field:

• Financing Rate - in this field, enter the financing rate practiced by the supplier when the payment term is in installments.

If it is not entered, the rate configured in parameter MV_JUROS is considered. Financing rate is used to calculate the current value of purchase quotations.

9. In the Footer area, check the quotation totals and the supplier registration data. If necessary, enter: Freight Value and Other Expenses, Trade Discounts, Incidence of Other Taxes, Default Messages for Inflow Documents or Formulas for Quotation Adjustment.

10. Confirm update of the quotation.

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Analysis of Quotations in a Purchase Process

We can unify the process of updating quotation (adding new participant, new proposal or updating data), that is, equal products delivered to different branches can be performed in a single process. At the end of the quotation process, in the Analyze Quotation (MATA160) routine, items are displayed separately, since different orders are generated (one for each delivery branch).  

To add a Quotation Update:

1. In Purchases, access Request/Quote-Update Quotations.
2. The parameters screen is viewed. Configure the question Unifies Price Update? as Yes and confirm the operation.
3. After the Update Quotation Prices screen is displayed, in Related Features, click Update, New Particip. . and Proposal. Note that this screen will be unified per product regardless of the delivery branch.

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See Also:

Menu options:

• Proposal Option
• New Participant Option
• Order Total Option
• Caption Option

Routines that involve the quotation update process:

• Purchase Request
• Generate Quotations
• Analyze Quotations
• Purchase Order

Reports to query data of quotations related:

• Quotations
• Pending Quotations
• Quotation Analysis

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