Comparative statement and award

The comparative statement (CS) is built by itself from the confirmed quotations of an RFQ.

Reading the CS

• L1, L2, L3 rank the vendors per line and for the whole RFQ, by landed cost: the price, plus freight, packing and other charges (estimated by your company's rules when a vendor left them open), minus the GST your company claims back.
• Last price shows what you paid before, and the difference.
• Warnings flag what to read before awarding: no validity, no payment terms, a price far from the last one, a vendor short of documents, a quotation not confirmed in writing, and an answer to an attribute your company said must match what the RFQ line asked (a grade offered that is not the grade asked, or no answer): the offer stays in the comparison, and the technical verdict is still yours.
• What the line asks and what each vendor answered (a grade, a standard, a heat number) is shown under the line and under each offer, when your company keeps attributes about RFQ and quotation lines.
• First vs final price shows what negotiation saved.

How landed cost is worked out (freight estimates, GST rules, which charges count) is your company's own: Settings → Rules → Comparative statement.

Versions

Save as version 1 keeps the CS as it is now, with its numbers. Later versions (after a new quotation version, a negotiation) are compared side by side under Compare versions. If the CS changed while you looked at it, saving asks you to look again.

Negotiation

Ask the lowest vendors (your rule's number, 3 by default) for a better price: their new versions come in as quotations, and the CS updates.

The award

Award decides, line by line, who gets what:

• All lines to one vendor, or a split award: lines to different vendors. The page says Split award and how many vendors.
• A vendor who is not L1 on a line needs a reason (faster delivery, quality, a running contract); the reason is kept and the approvers see it.
• Lines can be left not awarded (not needed now, re-RFQ later), with a reason.
• An award needs every awarded line to have an acceptable technical verdict and a confirmed price.

Then Send for approval: your company's policy for awards names the approvers (by value, location or other facts). Withdraw from approval takes it back before anyone decides.

After the decision

• Approved: draft POs are made at once, one per vendor of the award.
• Sent back: change the award (or not) and send it again; the reason is shown on the RFQ.
• Rejected: the award ends; the RFQ can be awarded again later.