Request For Quotation Process
Contents
1. de Ed vow Facer Tons KI Back gt A A Gsearch jFravortes Meda GH Dy I I I ye Address http localhostjinterSolnfindex jsp in te rSoln the business process people Username admin intersoin com Business Processes Business Templates Business Form Saturday May 27 2006 Request For Quotation a Supplier s Description i requires 1000 notebooks for their new office Ei Description Quantity Product Category Notebook 1000 COMPUTER Mouse 2000 COMPUTER Remarks Attachments ses zean Table 3 1a Request For Quotation Screen For Customer Use Only Page 9 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com Upon successful submission of the request for quote the following screen will be shown To close off all the requests at any stage select the Case Closed button This will end all business processes that are related to this request You can also view or enact on the individual requests by selecting the supplier name 3 interSoln Workflow 2 1 Microsoft Internet Explorer Bille Edit view Favorites Tools Help Back v gt O 12 A Reach jFavortes Meda D I I I Address amp http localhost interSolnjindex jsp Business Form Requestor Buyer Supplier s Request Date Our Reference Description Status 0 00 PENDING2. 0 00 PENDING Attachments 2 1 1 localintrant Table 3 1b View Request Screen At the final stage for the entire request for quote process the following screen will be shown interSoln Workflow 2 1 Microsoft Internet Explorer J amp x File Edit View Favorites Tools Help Bak gt At GsSearch GgFavortes PMedia Edy 3 SI I be address http jflocalhostjintersoinjindex isp Tv ee Logout interSoln the business process people Username admin intersoin com Saturday May 27 2006 Business Processes Business Templates Business Form Process Payment Requestor jelrrineirtarsolf ser Request Date pr ra ae te Buyer Our Reference Supplier Order Number Description Order Date es for leir rev offices Invoice Number Invoice Date Estimated Time Delivery Product Code Description Quantity Unit Price Total Price Product Category PDTOO1 Notebook 1000 1000 00 1000000 00 COMPUTER PDTOO2 Mouse 2000 20 00 40000 00 COMPUTER Grand Total Remarks Attachments For Official Use Order Received Date 95 2005 Payment Date Dates i 2 Done faz Local intranet Table 3 1c Payment Screen For Customer Use Only Page 10 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 3 2 Assigned Company Administrator Administrator has rights that normal users do not have
3. Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 3 2 2 2 Product Pricing History Report This report allows the administrator to look at the product pricing history based on individual supplier s This way the administrator can planned accordingly PRODUCT PRICING HISTORY Web Page Dialog x PRODUCT PRICING HISTORY interSoln The Business Process People PDTOOL Notebook COMPUTER 1000 1000 00 27 May 2006 123 123 com PDTOOL Notebook COMPUTER 5 900 00 27 May 2006 123 123 com PDTOOL Notebook COMPUTER 10 30 00 27 May 2006 123 123 com Pricing History Product Price SE a es ei a a Vs ee ei ee ee ee ee ee i os ee 27 May 2006 27 May 2006 27 May 2006 Invoice Date PDTOO2 Mouse COMPUTER 2000 20 00 27 May 2006 123 123 com PDTOO2 Mouse COMPUTER 8 15 00 27 May 2006 123 123 com PDTO02 Mouse COMPUTER 20 40 00 27 May 2006 123 123 com Pricing History Figure 3 2 2 2 Product Pricing History Report For Customer Use Only Page 13 of 14 Release 2 0 interSoln interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 Email enquiry intersoln com 3 2 2 3 Order Listing Report This report allows the administrator to print the order s issued to the respective supplier s based on order number invoice number etc 3 Order Listing Web Page Dialog ORDER LISTING axi interSoln The Business Process People Requestor admin intersol
4. Hence he she has the following responsibilities before normal users can proceeds with their using interSoln Workflow s Request For Quote Process 3 2 1 Product Maintenance This screen is for the administrator to maintain the entire company s product s to be used whilst requesting supplier s to quote interSoln Workflow 2 1 Microsoft Internet Explorer E l x File Edit view Favorites Tools Help Bak gt A Search Favorites media Eyr 3 SI 3 Ye Go Address 2 http localhostsinterSolnjindex jsp z interSoln the business process people Username admin intersoin com Business Processes Business Templates Business Form Logout Saturday May 27 2006 Preferences Product Maintenance Search Product Code I Go Select All M Product Code Product Name Description List Price m PDTOO1 Notebook 1200 00 PDTOO2 Mouse 4 00 E PDTOO3 Server 5000 00 Delete Product New Product lt gt 2 Done a r GE Local intranet Figure 3 2 1 Product Maintenance Screen For Customer Use Only Page 11 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 3 2 2 Request For Quote Reports At present the request for quote process is able to generate three type of reports namely Product Listing Product Pricing History and Order Listing based on the foll
5. when changes are required Organizations can equally well automate and manage formal office processes interSoln Workflow Portal come with the following modules A Human Resource Process e Leave Application e Expense Application B Sales Tracking Process C Request For Quotation Process D Product s Promotion s Process This document covers the usability of the Request For Quotation Process module Please note the interSoln Workflow Portal HTML interface is totally customizable But the fundamental are the same For Customer Use Only Page 4 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 2 Getting Started Before we proceed into the later portion of this user manual you need to know the fundamental of the interSoln Workflow portal The following sections shall guide you through these 2 1 Login Start your Internet Explorer and enter the interSoln Workflow URL in the address bar You can get this information from your administrator Login with the user name and password that is assigned to you by the same administrator kil i Petit it bi skred Ex aimer ETE QO Al en e rede Jr a a Address Frp flest aid a EE o Login inveSoln AB nighte Sales Tracking Process 1 2 reserved This program ie protected by Human Resource Process 1 1 al sl or distetbution Request For Quotat
6. Each request will individually be sent to the respective personnel for approval purchase order creation invoice issuing payment terms validation delivery order etc Upon successful purchase of the products the sales persons can start quoting to their customer s through the Sales Tracking Process 3 1 Requesting supplier s to quote To request for supplier s to quote highlight the Request For Quote from Business Template and click on the Start button Upon successful request the following screen will be shown You may start requesting your supplier s to quote by entering the following details After entering the necessary information select the Submit button to send the request out to your indicated supplier s Buyer Use to pop up a buyer window for you to select the buyer that has been allocated to you by your administrator You can create delete your own buyer here as well Supplier s Use to pop up a supplier window for you to select the supplier s that have been allocated to you by your administrator You can create delete your own supplier here as well Remarks Use to add remarks to be shared with the supplier s Attachments Use to add remove attachment to be shared with the supplier s Add To add the product to be quoted by supplier s Delete To delete the selected product s in the request for quote form AR interSoln Workflow 2 1 Microsoft Internet Explorer j ale x
7. ccccccccccsssssccccccceessseccsceeeeeceesssseeusseessssueeeeeecesseas 9 3 2 ASSIGNED COMPANY ADMINISTRATOR csscccceccccccccsceccececsecccscccescecseccesccctcenssecusccaens 11 3 2 1 Product Maintenance 0 cece ceccccucccccccccccccuccccucccuccccascccueccausccuecccusccuuccsacseaucseusseeaecensess 11 322 Request For Quote Reportsssreimneissimni eim annkedteivisaiisiiritkvivtnidnet 12 3 2 2 1 Product Listing Report roorrroroonnvrrrrrornnnrrrnrernnnrvnnrennnnrvrnrsennnnvnnrsennnnvnnrsennnnsesrsennnnrsessennnn 12 3 2 2 2 Product Pricing History Report oerornnrrrrnroonnnrvrrrernnnnrrnrrennnnvenrrennnnrenrrennnnvenrsennnnrsersennnn 13 3 2 2 3 Order Listing Report 000oeseesoeeseeessssreessseseesssssreessseeeerssssrresssseeensssseresssseeesssssrresssseee 14 For Customer Use Only Page 3 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 1 Introduction Surprises and exceptions are common in daily business interSoln Workflow is a new generation of product designed with flexibility in mind to meet the needs of people who work in varying business situations interSoln Workflow allows business professionals to improve business processes through experimentation and learning Teams can coordinate their work by building the work process following the progression of the work and authorised users can adapt the process
8. er and administration preferences select Preferences from the top right hand side of the web page Depending on your access rights given to you by your administrator you ll be allowed different access to different option in the preferences menu interSoln Workflow 2 1 Microsoft Internet Explorer 3 i 7 18 Elle Edit View Favorites Tools Help EI Bak gt amp A A Qsearch Favorites PMedia l a 3 aag Address a http flocalhost interSolnfindex jsp i Go in te rSo In the business process people 2 Username admin intersoin com docurtay M y 27 2006 Business Processes Business Templates Business Form Preferences User Profile Business Process Management o nge Password e Configurator Maintenance Human Resource Process Download User Manual Cost Centre Maintenance Leave Type Maintenance User Maintenance Generate Reports Sales Tracking Process e Country Maintenance e Customer Maintenance e Product Maintenance e Sales Review Request For Quote Process e Product Maintenance e Reports Figure 2 5 Preferences Screen For Customer Use Only Page 8 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 3 Request For Quotation Process The Request For Quotation Process allows a requestor to request from a list of selected suppliers to quote for particular quantity of product s
9. interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com USER MANUAL Request For Quotation Process Prepared by interSoln Date May 25 2006 Document Number QUOTE2 0 Revision 2 0 For Customer Use Only Page 1 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com COPYRIGHT This proposal is copyrighted proprietary material of interSoln No part of this work may be copied reproduced modified published uploaded posted transmitted or distributed in any way without interSoln s prior written permission interSoln respects copyright law and expects our users to do the same Unauthorized copying distribution modification public display or public performance of copyrighted works is an infringement of the copyright holders rights This work is classified as confidential information and is disclosed only to the recipient to whom this work is addressed This confidential information is to be used solely for the purpose of the recipient to evaluate if it should accept the technical solution proposed by interSoln The contents or subject matter of this work or part thereof must not be revealed to any third party without prior written permission from interSoln The third party to whom the communication is made includes an individual firm or company or an employee or empl
10. ion 10 Figure 2 1a Login Screen Upon successful login you ll see the following screen Please take note of the location of the arrows below The following section will detail how to manoeuvre through them 1 Ge to indicate current login user 5 We as filter to look at current active business processes 2 Ue toviewcurrent active business processes 6 Ue toindicafe current systemdate 3 Use tostart newbusiness template 7 Ge to enter preferences settings 4 Use to enter business details for opr aan eo Eo 8 Use tologout of interSdn active business processes PD M Maa APP 1 See ee anoe on mm Workflow me ve TITT Pee Figure 2 1b My Worklist In tray Screen For Customer Use Only Page 5 of 14 Release 2 0 interSoln interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 Email enquiry intersoln com 2 2 Business Process Menu To open your current task in a business process move your mouse over the Business Process menu pop up window will indicate two options for you to select My Worklist In Tray Use to indicate all the active process the require your action now Browser Use to provide a graphical view of the business process that you re a participant of jinkerSokn Workflow 2 1 Microsoft Inbennet Explorer Be Got Wew Pgwortes Tock piep stock mm JG ah seen aa eda G r Gb Gt ls br aner GE Ret floraen f r Somsnden pep In te r he tl ihe bu
11. l enquiry intersoln com 2 4 Business Form Menu To share business details information pertaining to an active business process move your mouse over the Business Form menu after you ve open an active business process A pop up window will indicate four options for you to select Attachment s Use to add remove attachment to opened active business process Comment s Use to add comments on opened active business process History Use to provide a graphical view of the opened active business process ReAssign Use to reassign current task in opened business process to someone else in the interSoln Workflow user directory Jer ersaln Wakile 2 1 Hunnia Internet Explore ce Cet few Fr te pk Hee Jama e o GD E a aeh Giyravortes Goede 3 he Gb ol lel i Agdene E hehe oe alot farer Sofis ap t es LLELE In I k 0 n DW CHUN SS F moega I Dii Ulperrnassar ada mie reer cden EL m Friby Mhay 36 FAM hres Poe hiraw Dagta Leave Request Form name PTR Appkeation no P emaa o e fm El starting Fron ETE vo 3 Total bays iere relevant dots in full where late APPRIOVE DISAPPROVE Tir ii Arras Laxe Balance 3 uted of 10 j i ee Figure 2 4 Business Form Screen For Customer Use Only Page 7 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com 2 5 Preferences Menu To set your us
12. n com Buyer Acme Pte Ltd Supplier HPPH Pte Ltd Request Date Our Reference Order Number Description Acme requires 1000 notebooks for their new Order Date office Product Code Description Notebook Mouse Order Received Date 31 May 2006 Payment Date 01 Jun 2006 Invoice Number Invoice Date Estimated Time Delivery 27 May 2006 10 58 9 11 27 May 2006 11 08 INYDICEO001 27 May 2006 11 08 30 May 2006 Quantity Unit Price Total Price Product Category 1000 1000 00 2000 20 00 1000000 00 COMPUTER 40000 00 COMPUTER Grand Total 1040000 00 Requestor admin intersoln com Buyer Acme Pte Ltd Supplier HPPH Pte Ltd Description Product Code Description Notebook Mouse Server Report Completed Request Date Our Reference Order Number Order Date Invoice Number Invoice Date Estimated Time Delivery 27 May 2006 11 12 12 14 27 May 2006 11 14 INYOICE0002 27 May 2006 11 14 29 May 2006 Quantity Unit Price Total Price Product Category 900 00 15 00 6000 00 4500 00 COMPUTER 120 00 COMPUTER 54000 00 COMPUTER Figure 3 2 2 3 Order Listing Report End of User Manual For Customer Use Only Page 14 of 14 Release 2 0
13. owing condition Product Category Product Name Order Number Invoice Number After Date Created and Before Date Closed interSoln Workflow 2 1 Microsoft Internet Explorer E e x File Edit View Favorites Tools Help Bak A search GaFavorites media A B 3 GI 3 Gr Address E http localhost interSoln index jsp z Qao Logout interSoln the business process people Username admin intersoln com Business Processes Business Templates Business Form Saturday May 27 2006 Preferences Request For Quote Reports Proceed PRODUCT LISTING PRODUCT LISTING PRODUCT PRICING HISTORY ORDER LISTING Invoice Number ALL v Report By Reports Type Product Category Product Name Order Number Supplier Code ALL v After Date Created Before Date Closed a Done men fox Local intranet Figure 3 2 2 Request For Quote Report s Screen 3 2 2 1 Product Listing Report This report allows the administrator to generate the entire company s product s whilst categorising them into their respective product category 2 PRODUCT LISTING Web Page Dialog x PRODUCT LISTING interSoln The Business Process People Product Code Product Name Product Location PDTOO1 Notebook Hong Kong PDTOO2 Mouse Hong Kong PDTOOS Server Hong Kong Report Completed Figure 3 2 2 1 Product Listing Report For Customer Use Only Page 12 of 14 Release 2 0 interSoln 30
14. oyees of such a firm or company The recipient by its receipt and non rejection of this work acknowledges that this work is confidential information and contains proprietary information belonging to interSoln and further acknowledges its obligation to comply with the provisions of this notice For Customer Use Only Page 2 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Email enquiry intersoln com Table Of Contents PIN a de ccccagacsccvcaccscessieceebevcesinetessacasuus ceases ivecdecsucncscurs wesesbaaacaststuavenseanssectececsioe 2 TABLE OF GOIN TIN NT 3 1 INTRODUCTION cesna aE E E SEAE NA EEEE ASKON 4 2 GETTING STARTED riiai dapandieaa A sacaaeuceiiasacdeiacsevscussaasadeaarsaceeiecseesces 5 2 1 ION 5 2 2 BUSINESS PROCESS MENU eeeernervnnevrnenvnnevnnnevrnenvnnennnnevsnnnvnnenennsvnnnsvnnenennevenesvnnesennevnnesennessnneee 6 2 3 BUSINESS TEMPLATE MENU 0 0 0ccccceccccccccsceccnccccscconseccnccccecccnseccsccceccessceesscnscecesscaenses 6 2 4 BUSINESS FORM MENU ccsccccscccsceccccccccccecceccuccassccesccceececseccuscecsesecseccusccasnsenseceusseaseces 7 25 PREFERENCES MENU voices diesvecedoecetdvnsdecaceeascavadsteassdecnscadeibetedestecwavedeavensevessbacseendGutuddeesdansioeannowns 8 3 REQUEST FOR QUOTATION PROCESS wisiscsccesisceccsecccesavacessesehecssasacedescvcssasseucetacecccasbecesteatiees 9 3 1 REQUESTING SUPPLIER S TO QUOTE ccc
15. siness process prope ARE het SE Piy V oridist j Friday Mur 26 2006 Hrnwspr _ Templates My Worklist In Tray kh cnr ils Weaied hart Date Desk ed Sinden Ba pp 12 APPLY EXPENSE 2A FS 00 23 05 2006 05 3001 C PD 13 MANAGER APPROVAL o 2320s 05 00 2290 20 05200 Sem Figure 2 2 Business Processes Pop Up Screen 2 3 Business Template Menu To start a new business request click on the Business Template menu and depending on the rights that you ve been given by your administrator you ll be able to start different business request w E TE en R internet Explorer _ ml x fie Cdt Yew Favortes Toots tiep Hik gt G Al Ah ae Breede I de ol J a Agdress E hep nozahostirtersonfesex sp ew in terSoln the business process peaple Username adin ipntercols come friday May 26 2006 Business Processes Business Templates Business Form Business Templates t ern gistere I Registers G EXPENSE APPLICATION Human resource module adnan 23 05 2006 05 14 Cc LEAVE APPLICATION Human resource module wdnan 43 03 2006 05 44 ce OPPORTUNITY Sales teaching process mo cule adran 23 05 2006 04 45 C REQUEST FOR QUOTE Request for quotation module advan 73 05 2006 04 07 Stare lg bone 1 T BP Local intranet Figure 2 3 Business Templates Screen For Customer Use Only Page 6 of 14 Release 2 0 interSoln 30 Cecil Street 15 00 Prudential Tower Singapore 049712 inte rs O in Emai
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