Quotation Price Breaks

To enter quotation pricing information:

1. Navigate to the Quotation Price Breaks window

2. Select the Price Breaks button to open the Quotation Price Breaks window. This button is available only when the header Type has a Quotation Class of Catalog.

3. In the Price Break alternative region, enter the price break line Number. Purchasing supplies line numbers in increments of one.

4. Enter the Quantity for this price.

5. Enter the shipping UOM for the quotation price break. The supplier may ship the item in different units of measure depending on the quantity you order. Purchasing defaults the unit of measure from the quotation line.

6. Enter the unit Price for the quotation price break.

7. Enter the Organization.

8. Enter the Ship-To location for the quotation price break. Purchasing defaults the ship-to location from the quotation header.

9. Enter the Discount percentage from the unit price for the quotation price break. If you enter a unit price and break price for this shipment, Purchasing does not automatically calculate the discount. You should provide either a break price or a discount, not both. If you enter both values for the quotation, Purchasing prints only the break price on the quotation. If you provide a discount without providing a break price, Purchasing prints the discount on the quotation.

10. Enter the Effective Date when you want to be able to start using this quotation. If you leave this field blank, Purchasing applies the quotation effective date from the Quotation Header window. You can also enter lead time information instead of date information.

11. Enter the Expiration Date when you no longer need the quotation. If you leave this field blank, Purchasing applies the expiration date from the quotation header.

12. Enter the Lead Time for this price break.

13. Enter the UOM you want to use to define the lead time.

14. Enter the Payment Terms for the quotation. Purchasing prints these terms on the quotation only if they are different from the terms on the quotation header. The default is the payment terms from the quotation header.

15. Enter the Freight Terms for the price break. Purchasing prints these terms on the quotation only if they are different from the freight terms on the quotation header. The default is the freight terms from the quotation header.

16. Enter the FOB point for the price break. Purchasing prints this FOB point on the quotation only if it is different from the FOB point on the quotation header. The default is the FOB name from the quotation header.

17. Enter the freight Carrier for the price break. Purchasing prints this carrier on the quotation only if it is different from the carrier on the quotation header. The default is the carrier from the header.

18. Save your work.

To enter additional quotation pricing information:

1. Select the More alternative region in the Quotation Price Breaks window.

2. Enter the line number. Purchasing provides line numbers in increments of one.

3. Select Taxable to indicate that the item is taxable. If you entered an item in the Quotation Lines window, Purchasing defaults the taxable status from the item record. If you do not enter a predefined item, Purchasing defaults this value from the Default region of the Purchasing Options window. 

4. Enter or use the default Tax Name for taxable items. The tax name defaults from the following sources, in the following order:

• The Purchase Order Preferences window. If you have specified a preferred tax name in this window, Purchasing defaults this tax name onto the quotation shipment.
• The Tax Defaults region in the Purchasing Options window. If you have specified a tax defaulting hierarchy in this window, Purchasing searches for and defaults the tax name corresponding to that tax defaulting hierarchy. You can accept the default tax name or select another. 

5. Choose the Invoice Matching option. The default is from the Purchasing Options window. 

• 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.

6. Enter the Quantity Received Tolerance. The default is from the Receiving Options window. 

7. Enter the Quantity Received Exception option. 

• 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.

8. Save your work.