Prepare Bid (tpest3210m000)

Use this session to select which part of the estimate lines falls in to the bid. You can do this by selecting the primary structure and the estimate lines linked to the structural element s, or by selecting estimate lines that do not have a primary structure. These lines are called discrete lines. Discrete lines can only be copied as a range, they do not have linked structure.

In the Estimate Lines (tpest2100m000) session you can change bid lines. After modification you have to start the Prepare bid. session again.

For bottom-up lines linked to a structural element, all conditions for transferring bottom up lines are valid. In case of discrete lines, Include In Scope must be selected and either Include In Cost or Sales must be selected.

Field Information

Bid Details
Copy from Previous Bid

If this check box is selected, the details associated with the previous bid is defaulted to the Business Partner, the Sales Office, the Cost Currency and the Sales Currency field. The text and additional information are also copied to the bid header.

Previous Bid

The code of the previous bid number.

Note: This field is enabled only if the Copy from Previous Bid checkbox is selected.
Description

The description or name of the code.

New Bid Number

The code of the current bid number.

Description

The description or name of the code.

Business Partner

The project business partner. The value is defaulted based on the business partner specified for the estimate version.

Note: The value in this field is defaulted from the Bid based on the bid number selected in the Previous Bid field.
Sales Office

The code of the sales office.

Note: 
  • This value is defaulted from the Estimate Version session. If not specified, Infor LN defaults this value from the Sold-to Business Partner (tccom4110s000) session. However, you can modify this value.
  • If the sales office specified in the Estimate Version session is different from the sales office specified in the User Profile (tppdm0101s000) session, a notification message is displayed.
  • If the sales office or business partner is changed, the generated bid lines are not affected. Infor LN will not default any data based on the new sales office and business partner.
  • The value in this field is defaulted from the Bid based on the bid number selected in the Previous Bid field.
Cost Currency

The default currency is the estimate version currency.

Note: The value in this field is defaulted from the Bid based on the bid number selected in the Previous Bid field.
Sales Currency

The business partner currency is the default currency.

Note: The value in this field is defaulted from the Bid based on the bid number selected in the Previous Bid field.
Option
Finalize Estimate Lines

If this check box is selected, all the estimate lines for this version are finalized. You can no longer change the lines.