Header data tab of the request
On the tab "Header data" you can define general information and apply rules concerning the request.
request, tab Header data
The following information is displayed:
Field | Description |
General section | |
request no. | The request receives a fixed set number
|
Description | Name of the request (80 characters) |
Short description | Description With the help of the button the text can be opened in an extra window. As a result, even longer text can be read clearly. |
request Type | Determines the type of request, i.e., price request or Contract request |
Contact | Select a user. The contact details of the contact person are displayed to the supplier in the request. |
Created by | User who created the request |
Created on | Date (TT. MM.YYYY) when the request was created. |
Status | Status of the request |
Processor | User within the same organizational unit who should have access to the request |
Section "Submission deadline" | |
Submission deadline | Date (TT. MM.YYYY) and time (HH:MM). After reaching the submission deadline, the request ends and the status of the request changes to "Closed". Thereafter, it is no longer possible for the supplier to submit a quotation. |
Option "Open quotations before the deadline" | If the option is selected, the quotations can also be opened and viewed before the deadline is reached. Otherwise, this is only possible after expiry of the deadline. |
Option "Separation of technical and commercial quotation data" | By activating this option, the suppliers are required to separate technical and commercial quotation files during the upload. |
Sources | |
Items list import (GAEB/Excel) | Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate |
Free text
| Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate |
Contracts
| Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate |
orders | Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate |
Section “Presettings / Settings” | |
Quotation must be fully priced | With this option, you can specify whether only fully priced quotations are allowed and can be submitted in your request. This option means that your contractors must specify a price for all requested items in the items list. |
Predefined prices (Percental surcharge and discount transaction) | If the option is selected, the unit prices from the request are displayed to the supplier as default prices, including in the quotation. Furthermore, the option "Discount to total amount" is automatically marked and cannot be changed. |
The supplier cannot change the predefinded prices | If the option is checked, the default price = quotation price is in the quotation and cannot be changed. The supplier can only give a discount (surcharge / discount) on the total amount. |
Discount on lot / order item | If the option is checked, the supplier can also add an absolute or percentage discount or surcharge on his quotation. The discount / surcharge is considered as a header condition when transferred to SAP. |
Separation of technical and commercial quotation data | By activating this option, a technical verification and evaluation of the quotation data can be done before the actual opening of the quotations. At the time of the technical review, the user only has access to bidder texts and technical attachments to the quotation. Finally, a technical evaluation of a bid can be made by entering a bonus or malus. This is followed by the well-known quotation opening and the evaluation of the commercial quotation data in the price comparison list by the purchaser. |
No publication of the request | If the option is activated, there will be no official call for request via the FUTURA Engineering platform. The selected suppliers will not see the request in their access and they will not receive any notifications via e-mail about this request. You should only activate this option if a request has already been carried out outside the FUTURA Engineering and there are quotations for it. You can then import the quotations by yourself or alternatively maintain them in the price comparison list. |
Section "Delivery dates, delivery address" | |
Start date | Start of service execution or delivery |
End date | End of service execution or delivery |
Name 1 | Execution / Delivery address field |
Name 2 | Delivery address field |
Street | Delivery address field |
ZIP CODE | Delivery address field |
Place | Delivery address field |
"SAP Integration" section | |
Submission no. | The Submission no. is read from SAP. |
Purch. Org. | Corresponds to the purchasing organization from SAP |
Company Code | Corresponds to the company code from SAP |
Purchasing group | Corresponds to the purchasing group from SAP |
Plant | Corresponds to the plant from SAP |
Material group | Corresponds to the SAP material group |
Note:
The SAP integration data is only required if the "Transfer quotations to SAP" interface is licensed. For more information, see chapter Transfer quotations to SAP
Option: No publication of the request
If the option is activated, there will be no official call for request via the FUTURA Engineering platform. The selected suppliers will not see the request in their access and they will not receive any notifications via e-mail about this request. You should only activate this option if a request has already been carried out outside the FUTURA Engineering and there are quotations for it. You can then import the quotations by yourself or alternatively maintain them in the price comparison list.
This feature must be set up by FUTURA Engineering in order for you to use it. If you are interested, please let us know via your administrator.
Fig.: "No publication" option set
For manual maintenance of quotations in an RFQ, see Subsequent addition of quotations