Use the Quotation Shipments window to enter shipment information for bid quotations.
To enter quotation shipment information:
Click Shipments to open the Quotation Shipments window.
In the Shipments tabbed region, enter the shipment Number. Purchasing supplies shipment numbers in increments of one.
Enter the Organization.
Enter the Ship-To location for the quotation shipment. Purchasing defaults the ship-to location from the quotation header.
Enter the Quantity for which you received a quotation from your supplier.
Enter the shipping UOM for the quotation shipment line. You may want the supplier to ship the item in different units of measure depending on the quantity ordered. Purchasing defaults the unit of measure from the quotation line. For amount based line types, the field is not applicable.
Enter the unit Price for the quotation shipment line. For amount based line types, the cursor does not enter this field, and the price is set to 1.
Enter the Last Accept Date.
Enter the Need-By date.
Select Firm to indicate that the bid is firmed.
The Approved check box indicates whether the shipment has been approved.
To enter additional quotation shipment information:
Select the More tabbed region in the Quotation Shipments window.
Enter the shipment number. Purchasing provides shipment numbers in increments of one.
Choose the Match Approval Level. The default is from the Purchasing Options window. See: Defining Default Options.
Two-Way - Purchase order and invoice quantities must match within tolerance.
Three-Way - Purchase order, receipt, and invoice quantities must match within tolerance.
Four-Way - Purchase order, receipt, inspection, and invoice quantities must match within tolerance.
Enter the Quantity Received Tolerance. The default is from the Receiving Options window. See: Defining Receiving Options.
Enter the Quantity Received Exception option. See: Defining Receiving Options.
None - Receipts may exceed the selected tolerance.
Reject - Receipts cannot exceed the selected tolerance.
Warning - The receiver gets a warning message, but receipts can exceed the tolerance.
To approve the quotation:
Select the Approve button to open the Approve Entire Quotation window. See: Approving Entire Quotations.