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 (tpest3210m000) 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
- Selection
-
- Project
- The project code.
- Project Status
-
The status of the project.
Allowed values
- Free
- Active
- Finished
- Closed
- Archived
- Blocked
- Version
- The estimate version code.
- Version Status
-
The estimate version status.
Allowed values
- Free
-
If the status is Free, you can change or add data.
- Final
-
If the status is Final, data is frozen.
- Primary Structure ID
- The primary structural element ID. The primary structure is specified in the Estimate Versions (tpest1100m000) session.
- Structure Type
-
The type of structure.
Allowed values
- Activity
-
A project activity structure, defined in the Activities (tppss2100m000) session for the project.
- Element
-
A project element structure, defined in the Elements (tpptc1100m000) session.
- Cost Component
-
A cost component structure is a flat structure, defined in the Cost Components (tcmcs0148m000) session.
- Extension
-
An extension is created in the Project Extensions (tpptc0510m000) session.
- User Defined
-
A user defined structure is the only structure type that can be defined more than once for a version. A user defined structure can be, for example, an organization breakdown structure.
Note: This option is available only if the All Activity Types check box is selected in the Project Parameters (tppdm0100s000) session.
- Bid Lines Generation Details
-
- Structure Node
- The structure node of the estimate version.
- From
- The From and To fields define a range of structural elements.
- Level for Support Lines for Top Down
- The level of detail for the estimate type.
Allowed values
- Total
- Cost Type
- Other Structure
- Detail
- Discrete Lines Selection
-
- Discrete Lines
- If this check box is selected the estimate lines associated with the project is displayed.
- Line No.
- The From and To fields define a range of
estimate lines associated with the project.Note: This field is enabled only if the Discrete Lines check box is selected.
- 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 Bids (tpest3100m000) 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 Versions (tpest1100m000) session. If not specified, 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 Versions (tpest1100m000) 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. LN will not default any data based on the new sales office and business partner.
- The value in this field is defaulted from the Bids (tpest3100m000) 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 Bids (tpest3100m000) 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 Bids (tpest3100m000) 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.