Within the matrix, the data of all assigned bidders is shown. The fields of this screen can be customized using CIP functions of the m_pck_quote_custom package. For more information, see Awarding.
When you enter a query in the matrix body and want to see all quote details for which any of the check boxes has been marked, you do not have to consider the bidder. You can restrict the query for the first bidder, and this restriction is applied automatically to all bidders. An example is when you want to view only quote details with no bid received. Click the Enter Query button, select the No Bid check box beneath the first bidder, and click the Exe Query button. All quote details for which any of the bidders has not submitted a bid appear.
To the left of the matrix body, the fields describing the quote detail appear.
The Engineering Requisition field shows the name (code, number) of the requisition. If more than one requisition (cycle) is associated with the quote detail, this field shows 'n DIFFERENT' with n representing the number of different requisition(s) (cycles).
The Suppl field shows the requisition supplement. It remains empty if more than one requisition line item is associated with the quote detail.
The Origin field shows the origin (branch) of the requisition. The origin only appears if the origin of all associated requisitions is the same. Otherwise, 'n DIFF' appears, with n representing the number of different origins.
The Pos field shows the requisition line item number (position). The position only appears if exactly one requisition line item is associated with the quote detail.
The Sub field shows the requisition sub line item (sub position). Within one position, material with the same ident but different group-by criteria is placed on different sub positions. The sub-position only appears if exactly one requisition line item is associated with the quote detail.
The Proc Seq field shows the order sequence number to be used for tracking related order line items through several requisition supplements if project default ZR_PROCSEQ is set to Y. This field is only filled if exactly one requisition line item is associated with the quote detail.
The Ident Code field shows the ident code placed on this line item.
The Tag Number field shows the tag number for a particular ident.
The Commodity Code field displays the commodity code for the material on this line item.
The Size 1 (to _5) field displays the sizes one (Input 1) to five (Input 5) of the ident on this line item.
The ident short description is shown in the Ident Short Description field and derived by calling the CIP procedure m_pck_std_custom.ident_desc (ident, nls).
The Group By 1 (to 5) fields display the value for the first (to fifth) group-by attribute.
The mentioned fields above appear with an orange background color if at least one bidder has created detail tags for the ident. In this case, you can double-click in any of these fields to open another window where you can see all the details that have been created by the different bidders. You can re-sequence the detail tags in this window to simplify the comparison of matching detail tags.
The No Bid indicator shows whether the bidder has submitted a bid for this position. This indicator is enabled if the bidder did not submit a bid. A quote detail can only be selected for a bidder if this indicator is not enabled.
The CE Missing indicator shows whether the bidder has passed the commercial evaluation. This indicator is enabled if the commercial evaluation is missing; that is, the CE Passed check box is not selected and the date is not set in the Final Comm Eval field. A quote detail can only be selected for a bidder after the commercial evaluation has been completed. You can perform a missing commercial evaluation on the Commercial Evaluation tab of P.30.22.
The TE Missing indicator shows whether the bidder has passed the technical evaluation. This indicator is enabled if the technical evaluation is missing; that is, the quote or quote detail requires a technical evaluation, and the TE Passed check box is not selected, and the date is not set in the Tech Eval Comp Date field. If the technical evaluation is required from engineering, a quote detail can only be selected for a bidder after the technical evaluation has been completed. You can perform a missing technical evaluation on the P.30.23 Technical Evaluation screen, to be opened from P.30.11 Inquiries using the Technical Evaluation button.
The Alt indicator shows whether alternates have been created by the bidder for the quote detail. If this indicator is selected, you can double-click this check box to open another window where essential information on the alternates appears. Here you can select an alternate for a bidder instead of the original quote detail. If an alternate represents the cheapest bid, a green background color is used. If an alternate has been assigned to a bidder, the background color is set to cyan. If an alternate has been assigned to a bidder and is the cheapest bid, the background color of this field is set to magenta.
The Split indicator shows whether a quote detail has been split by the bidder. If this indicator is enabled, you can double-click this check box to open another window where essential information on the splits appears. Splits can either be assigned completely or partly to a bidder. To assign a split completely to a bidder, you must double-click in one of the matrix body fields. Or, you assign all positions to a bidder by double-clicking on the bidder, or you select one of the alternates. To assign a split partly to a bidder, you must double-click this Split indicator and select the Sel check box in the window that opens. If a split has been assigned partly to a bidder, the background color is cyan.
The values, prompts, and formats of the fields in the matrix are determined by functions of the CIP package m_pck_quote_custom.
At the bottom of the screen, a legend illustrates the use of background colors in the matrix fields.
The first color (blue) is used in the header lines to indicate a bidder who has not completely submitted all bids for the inquiry. An incomplete bid means that either the No Bid check box has been set for a position or that the quoted quantity has been reduced compared to the quantity released to procurement by engineering.
The second color (red) is used in the header lines to indicate a bidder who has not submitted any bid or whose bid was rejected.
The third color (beige) is used in the header lines to indicate a bidder whose approval has been started but not yet completed.
The fourth color (light green) is used in the header lines to indicate an approved bidder.
The fifth color (cyan) is used in the matrix body field to highlight the bidder who was selected for the quote detail.
The sixth color (green) is used in the matrix body fields to highlight the bidder who offered the cheapest bid for the quote detail.
The seventh color (magenta) is used in the matrix body fields to highlight the bidder who was selected and who has submitted the cheapest bid for the quote detail.
Positions for which no bid has been returned, that is, for which the costs are 0 (zero), are not taken into account when marking the cheapest positions.