Commercial Evaluation - Intergraph Smart Materials - 10.2 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.2)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2

The commercial evaluation of quotes is an essential part of the collaboration among engineering, procurement, and bidder. The commercial evaluation is mandatory in the process of creating an agreement based on the inquiry.

The commercial evaluation ensures a representative and comparable bid analysis. While the bid creation is already part of that aim, the evaluation of bids makes certain that the best total price, with the lowest risk for the project, is selected.

The commercial evaluation of quotes in general marks the step before bidder selection. The final step ā€“ the approval of a bidder ā€“ is a simple workflow. However, the process to get to this final step is much more complex. Smart Materials provides a wider definition of the commercial evaluation process.

The commercial evaluation contains the following main functions:

  • Control quote summary status

  • Manage quote detail information

    • Manage quote detail prices, delivery conditions, and dates

    • Manage other costs (quote summary and detail level)

    • Manage cancellation costs

  • Download RFQs (in case E-Supplier is not used for the bidding process)

  • Load RFQs (in case E-Supplier is not used for the bidding process)

  • Assign commercial evaluation complete status

  • Award (select) supplier(s)

  • Approve the supplier selection

The commercial evaluation is done by the buyer assigned to the inquiry.

The commercial evaluation is executed from the P.30.11 Inquiries screen.

If the inquiry is approved and displayed with a magenta background color in the Inquiry Number field, double-click in this field, or click the Commercial Evaluation button at the bottom of the screen to open the P.30.22 Commercial Evaluation screen.

On the P.30.22 Commercial Evaluation screen, the Quote Summaries tab shows the accumulated prices for the actual quotes for each bidder.