Validations & Business Rules

1) Search / View Quotation In

       There are no any validation for search result. Search result will display the records as per search result criteria.

2) New Quotation In

       a. Compulsory to select Requisition #

       b. On selection of Requisition #, Vessel Details and some Requisition details should show on the screen.

       c. Supplier: In Supplier drop down list it will show only those supplier which are able to do the delivery to country which is

   selected in the vessel requisition.

       d. Quotation Remarks & Comments History is not compulsory.

       e. Upload Supplier Item Template : This button is provided to add quotation items unit cost send by the supplier via excel

   format which was send to them earlier.

       f. Before uploading supplier item(s) if user add any items then those items will get replaced with the original supplier item list            as per uploaded excel item list.

g. Following validations are there while uploading supplier item template:        

       i.  It is not possible to upload to same VSC Code items and also without VSC Code Items.

       ii.  Module will not accept those items for which item unit is not present in the system.

       iii. Supplier Unit added in excel has to be present in Unit master of system and also has to be convertible with Item Master Unit.

3) Send Requisition for Confirmation to Vessel

       a. Module will select automatically to address of the owner of the vessel while sending this requisition.

       b. User is allowed to add any another comma separated e-mails ID's in CC column.

       c. It should send updated quotation item(s) excel file to the captain or to vessel owner.

4) Convert Quotation to Purchase Order

       a. Purchase Order Number should be auto generated.

b. See that in when click on Convert Quotation to Purchase Order then module should show the correct details for purchase order for selected quotation only.

c. After selecting Requisition # following details are disable.

               i.  Vessel Requisition #

               ii.  Supplier

               iii.  PO Type

       d. Add New PO Item(s) should only add same Purchase Order Type Items only.

       e. If Item Qty is changed then it is necessary to change the unit cost and update the same.

       f.  If Item Unit is also changed then it is necessary to change the unit cost and update the same.

       g. If user adds any Extra Delivery Cost (Fixed Cost), then also it is necessary to update the unit cost by clicking on update button.

       i. See that when click on Update button the Fixed Cost should be equally distributed to all the items as per qty of the item(s).

       j. Following validation are there for adding Credit / Debit Note via Account to Purchase Order.        

               i.  Same Account should not be add duplicate in one PO.

               ii. When currency is selected to Debit or Credit the Account then it should be the same Purchase Order Currency which                        is selected.

               iii. Value in Percentage & Currency should not accept in negative value.

               iv. Selected Account Debit or Credit should affect on following columns before Grand Total for the Purchase Order.

                       1) Discount

                       2) Tax

                       3) Barge Cost

                       4) Crane Usage

                       5) Stevedores Expenses

5) Delete Quotation In

       a. See that proper delete confirmation message should display for Yes or No.

6) Compare Quotation:

       a. First it is necessary to select RFQs for comparison.

       b. Highest Unit Cost are shown in Red amongst all the selected quotations for the selected supplier for items.

       c. Comparison should change as per newly added Fixed Cost by user.

       d. When select Items(s) and click on E-mail button then module sends selected items to the supplier along with entire

   list of items for which supplier has already send the quotation for revised unit cost.

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