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Calgary User Group 22 November 2006

Calgary User Group 22 November 2006. Quoting and estimating Vendor RFQ Requisitions. Quoting and estimating.

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Calgary User Group 22 November 2006

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  1. Calgary User Group22 November 2006 Quoting and estimating Vendor RFQ Requisitions

  2. Quoting and estimating VISUAL Manufacturing’s Quoting and Estimating capabilities allow you to create professional and comprehensive quotations, determine realistic delivery dates based on material and resource availability, and turn quotes into sales orders. • Quoting and Estimating • Quotes using quote masters • Quick Quotes • Check Availability • Generate Vendor RFQ • Cost implosions

  3. Vendor RFQ • Vendor RFQ Entry • Quotes can be entered manually or they can be generated from a customer quote. • Quotes for Part Ids are created by entering or selecting the part id in the Part ID field. • Services – Service quotes can be created by selecting the appropriate service id. • Up to 10 different quantities can be entered for each quote.

  4. Purchase Requisition Entry • Purchase Requisition Entry • Requisitions may be for a particular vendor, or can be created to send to multiple vendors. • There are three types of requisitions: • Inventory • Non-inventory • Services • Requisitions can be assigned to a user who be will the person responsible for the overall disposition of the requisition. • The Approval tab is used to view the percentage of completion of tasks associated with the approval process. • Additional documentation can be associated with the requisition under Edit, Document Reference.

  5. Purchasing – Purchase Requisition Entry • Purchase Requisition Entry • Requisitions can be entered manually or they can be generated using the following methods: • Add Purchase Parts from EM/WO/Project • Generate Requisition from RFQ • Default status for requisitions can be assigned under Options, Preferences. The following statuses are available: • Draft • In Process

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