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At the bottom of Project Parts page is a series of tabs that display information, and allow you to perform certain actions, on the selected Part.
To see information specific to a Part, and perform actions on it, you must select the Part. To do this, click the Part Title (checking the checkbox does not select the Part, it is used for selecting multiple Parts for bulk actions).
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This tab shows information about the Part itself, rather than its product. Some details, such as Title and Product Code, can be edited and saved.
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This tab shows the different stages of the Project workflow for the selected Part. Expected and Completed dates can be entered for each stage of the Quote Request Project workflow, enabling the Service Provider to track whether the Project progressed as planned. The next action for the Part can also be initiated from within the Workflow, using a button that corresponds to the Next Action button in the Project Parts section (e.g. Place Order). When a step has been completed, the button for the previous step disappears.
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Specification
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This tab displays the Project Part specification for a Quote Request.
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Sourcing
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This tab provides an overview of Part sourcing, and includes the selected suppliers, services and their costs. The primary function of this section is for the Service Provider to set the prices for the Part, based on the quotes received from the Supplier. This is simply a matter of entering the Cost and Markup and clicking Save Prices. Other functions are listed below: Edit Scenarios
Add Extra<<Not sure what to say about this. Allows you to add a new service from the same supplier, but (a) not clear if / where it's saved when you click Save Prices, (b) there's an address drop-down list for Quantity instead of a number field, and (c) why would you enter a service here rather than select it from the official list? What's the point of having an agreed list if the SP can just enter any service here?>>
Supplier Declined
Resend Quote Request
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Sales Order
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This tab displays the details of the sales order and allows you to save, reject or place the order. Reject Order
Place Order
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Supplier PO
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This tab shows a summary of Supplier PO information, including Supplier name, PO number and PO value.
For more information, see Service Provider approves Purchase Order. |
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Deliveries
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This tab provides similar delivery information and functionality as in the Quote Request form. You can search for, edit and add delivery addresses.
For more information see Completing a Quote Request form. |
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Invoicing
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This tab displays a summary of Customer and Supplier invoice details. You can access each invoice via a link, view it, edit it and return to the Project Parts page.
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Documents
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This tab contains Project Part documents and any attachments associated with the Part. Part documents
Attachments
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This tab provides a record of administrator actions on the Project, such as adding and deleting Parts, a workflow being marked as completed, or Quote prices or details being changed after the Customer user accepted the quote. This information is useful in the event that there is a problem with the Project, or there is a change of administrator. |
Savings
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This allows the Service Manager to register a ‘previous price’ for the project part, allowing the system to track the ‘saving’ by comparing the previous price with the current pricing. The Previous Prices are entered manually. You can enter the Total Price only and the system will automatically calculate the Unit Price based on the Quantity. You can also choose a reason for the saving:
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