Bids (tpest3100m000)

Use this session to display or maintain the bid. To view the estimate lines for the bid, select the Bid Lines option on the References menu.

Related topics

 

Project

The code that uniquely identifies the project

Description

The description or name of the code.

Status

The status of the project.

Version
Description

The description or name of the code.

Status

If the estimate version status is Free, you can add structures to the estimate version, change the estimate version amount, and so on. For example, you can still change the primary structure for one of the other additional structures. If the version status is Final, the version is frozen. You can change the status back to Free and/or change the sort structure.

Bid Number

The bid number.

General
Bid Details
Description

The description or name of the code.

Business Partner

The project business partner.

Address

The address of the business partner.

Note

Use the Maps section to view the location of the Address. You must select only one record at a time.

Description

The description or name of the code.

Contact

The contact. Use contacts to register the information that you need about your customers' and suppliers' employees. For each business partner you can define the business partner's contact.

Use the browse arrow to zoom to the Contacts (tccom4540m000) session to select a record.

Description

The description or name of the code.

Probability Percentage

A percentage associated with a bid that represents the probability of the business partner accepting the bid. The default success percentage is zero.

Reference
Customer Reference

The reference to identify the customer.

First Reference

The reference text to be printed on the bid, for example, the name of a contact person or a customer reference number.

Second Reference

The reference text to be printed on the bid, for example, the name of a contact person or a customer reference number.

Internal Sales Representative

The code of the internal sales representative, defined in the Employees - General (tccom0101m000) session.

Description

The description or name of the code.

External Sales Representative

The name of the employee who is the external sales representative for the bid, defined in the Employees - General (tccom0101m000) session.

Bid Values
Cost Amount

The default estimate-version currency.

Cost Amount

The bid amount can be the calculated cost amount from the bid lines or you can enter an amount.

Cost Amount

The cost amount in home currency.

Sales Amount

The default business partner currency.

Sales Amount

The bid amount can be the calculated sales amount from the bid lines or you can enter an amount.

Sales Amount

The sales amount in home currency.

Profit Margin

The currency of the profit margin.

Profit Margin

The profit is the difference between the cost and the sales amount.

Profit Margin

The profit margin in home currency.

Sales Tax Amount

The sales tax amount payable to the tax authority.

Home Currency

The sales tax amount payable to the tax authority in the home currency.

Text

If this check box is selected, a text is present.

Selling
Invoicing
Sales Office

When you enter a bid, LN retrieves the sales office from the Sold-to Business Partner (tccom4110s000) session. This value can be changed.

Description

The description or name of the code.

Invoicing Method

The invoicing method for the bid.

Description

The description or name of the code.

Invoice Discount

The percentage calculated as a discount on the invoice amount of the bid.

Tax
Tax Classification

The tax classification for the bid, defined in the Tax Classifications (tctax0116m000) session.

Description

The description or name of the code.

Tax Country

The tax country for the bid.

Description

The description or name of the code.

Own Tax Number

The tax number allotted by the government.

Tax Code

The tax code defined in the Tax Codes by Country (tcmcs0536m000) session for the bid.

Description

The description or name of the code.

BP Tax Country

The tax country of the sold-to business partner for the bid.

Description

The description or name of the code.

BP Tax Number

The tax number allotted by the government to the sold-to business partner.

Tax Exemption Certificate Number

The tax exemption certificate number, if tax is exempted for the bid.

Note

You can specify the tax exemption certificate number if the Exempt check box is selected.

You can view this field if in the Tax Parameters (tctax0100m000) session:

  • the Tax Exempt Level field is set to Extended and
  • at least one of the search sequence levels is set to Exemptions by Country or Exemptions by Country Set.
Tax Exemption Reason

The code that identifies the reason if tax is exempted on the contract line.

Note

You can enter the tax exemption reason if the Exempt check box is selected.

You can view this field if in the Tax Parameters (tctax0100m000) session:

  • the Tax Exempt Level field is set to Extended and
  • at least one of the search sequence levels is set to Exemptions by Country or Exemptions by Country Set.
Description

The description or name of the code.

Paying
Payment Method

The payment method for the bid.

Description

The description or name of the code.

Payment Terms

The payment terms for the bid.

Description

The description or name of the code.

Competitor Data
Competitor 1

The code that identifies the competitor company. Use the browse arrow to zoom to the Competitors (tppdm0135m000) session to select a record.

Competitor 2

The code that identifies the competitor company. Use the browse arrow to zoom to the Competitors (tppdm0135m000) session to select a record.

Competitor 3

The code that identifies the competitor company. Use the browse arrow to zoom to the Competitors (tppdm0135m000) session to select a record.

Miscellaneous
Bid Origin
Bid Prepared By

The employee who prepares the bid.

Bid Approved

Select the check box to approve the bid.

Bid Approval By

The employee who approves the bid.

Bid Creation Date

The date the bid is created. However, this value can be modified, for example, if the bid process is initiated external to LN.

Submitted Date

The date on which the bid is approved. This date is used for tracking purposes.

Bid Status

The status of the bid. The bid can have the following status:

Allowed values

Bid Status

Phase

The code that identifies the phase. Use the browse arrow to zoom to the Phases (tppdm0147m000) session to select the record.

Description

The description or name of the code.

Reason Code

The reason code for the bid. The code is mandatory if the bid is rejected.

Expiry Date

The date on which the bid has expires. If the expiry date is in the past, all the fields except the Reason Code field and the Expiry Date field are disabled.

 

Calculate Amounts

Calculates the bid cost amount and the bid sales amount.

Print Bids

Starts the Print Bids (tpest3400m000) session used to print a report on a bid.