Quotation

 
Adding New Lines and Price Breaks
 
By using the Quotation Template worksheet, PO Wizard enables you to add Lines and Price Breaks to existing Quotations using the ‘Process Option’ of ‘Update’.
The simplest way to do this is to download the Quotation using the Quotation Template worksheet (Refer to section: Download Purchase Orders), then enter details either directly into the worksheet or use the forms provided.
 
 
To upload the changes, refer to the Upload Purchase Orders section for detailed instructions.
 
Important Notes - Price Breaks
 
It is important to note the following when creating Price Breaks:
 
•     When new price break lines are created Oracle will delete all of the existing price breaks and insert the new ones.  In effect the existing price breaks are deleted and the new ones inserted, therefore the existing price breaks need to be included in your worksheet.
 
•     When a change of price is made at the line level then all price breaks will be deleted by Oracle.
 
Change Existing Data
 
For Quotations the following data can be modified using the Quotation Template worksheet:
 
•     Line Price
•     Line Description
•     UOM
 
Refer to section:
Blanket Purchase Agreement
Standard Purchase Order
Change API
PO Close and Blanket Release Close
Complex PO
Cancel PO
AutoCreate
Contract Purchase Agreement
Download Purchase Orders
Upload Purchase Orders