Quote Status and Types Print This Page

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Quote Statuses

Colors in Quote List Screen

Quote Type Descriptions

Quote Statuses

WebQuote supports 29 quote statuses, as described below:

Color ID Status Name Description Page/Section of Initiation Action that Caused it
Red

28

Creating

Internal status used at the time of quote creation.

Add Opportunity page

Quote creation.

Blue

1

RFQ open - Pending Intel review

The RFQ is open. It was successfully submitted and is awaiting review by Intel.

Add Opportunity page

Disti or FSE user created and submitted a quote. Also it is moved to this status after Division escalation on initial quote request.

White

2

RFQ open - Intel rejected

The RFQ is open. It was rejected by Intel and reassigned to the Disti.

Intel Response to Quote section

Geo Approver selected RFQ Rejected radio button and clicked the Save button.

Green

3

RFQ open - Incomplete

The RFQ is open. It was marked as incomplete by Intel and reassigned to the Disti, who may update and resubmit it.

Intel Response to Quote section

Geo Approver selected RFQ Incomplete radio button and clicked the Save button.

Blue

4

RFQ open - Resubmitted by Disti

The RFQ is open. It was previously marked as incomplete or rejected by Intel. It has been updated by the Disti and resubmitted for Intel review.

Intel Response to Quote section

Disti or FSE user modified the quote [Quantity, Date MMID, etc.] and resubmitted it. The quote had been in a Rejected or Incomplete status.

Purple

5

RFQ open - Pending further Intel approval

The RFQ is open. It is awaiting further Intel approval.

Intel Response to Quote section

Geo Approver selected RFQ Pending Further Intel Approval radio button and clicked the Save button.

Blue

21

RFQ open - Pending Intel action

The RFQ is open. It is currently being reviewed by Intel.

Intel Response to Quote section

Geo Approver selected RFQ Rejected radio button and clicked the Save button.

Blue

29

RFQ Open - Hold Pending Customer Win

The RFQ is open. It is currently on hold pending a customer win.

Escalated Quote Response section

Division approved quote having Quote Type=IA Server and Internal Quote Justification=Tender

Yellow

22

RFQ Draft

The RFQ was saved, but has not been submitted to Intel.

Add Opportunity page

Disti or FSE user created the quote and clicked the Save Draft button.

White

19

Budgetary Pricing

The Disti's request for Budgetary Pricing was actioned by Intel.

Intel Response to Quote section

Geo Approver selected the Budgetary Pricing radio button and clicked the Save button.

Red

20

Closed - Budgetary Pricing

The Disti's request for Budgetary Pricing was actioned by Intel and auto-closed.

N/A   (Auto status movement)

N/A   (Auto status movement)

Green

6

DPQ open - RFQ reviewed pending Disti acceptance

The DPQ/RFQ is open. It was accepted by Intel and is awaiting Disti approval or rejection.

N/A   (Auto status movement)

N/A   (Auto status movement)

Red

7

DPQ closed - Disti rejected

The DPQ has been closed. It was rejected by the Disti.

Disti Response section

Disti or FSE user clicked the Reject DPQ radio button and clicked the Save button.

Red

8

DPQ closed - Expired

The DPQ has been closed. It had been open for more than 30 days without Disti approval or rejection.

N/A   (Auto status movement)

N/A   (Auto status movement)

Blue

9

DPQ open - Disti accepted

The DPQ is open. It was accepted by the Disti and is pending update by Intel to DPA.

Disti Response section

Disti or FSE user clicked the Accept DPQ radio button and clicked the Save button.

Blue

18

DPQ Open - Resubmitted by Disti

The DPQ is open. It had previously been approved by Intel and has been resubmitted by the Disti.

RFQ View or Opportunity View

Disti or FSE user modified the quote and clicked the Save button to resubmit it.

Blue

24

DPQ open - Pending SAP create

The DPQ is open. It was created by Intel and is pending update by Intel to DPA.

Intel Response to Quote section

Geo Approver clicked the DPQ Pending SAP Create radio button and clicked the Save button.

Pink

25

DPQ open - Pending Intel review

The DPQ is open. It is awaiting further review by Intel.

N/A   (Auto status movement)

N/A   (Auto status movement)

White

10

DPA open - Created in SAP

The DPA is open. It was changed from a DPQ to a DPA by Intel.

N/A   (Auto status movement)

N/A   (Auto status movement)

White

27

VDPA Open - Virtual DPA Open in WebQuote

The VDPA is open. It was changed from a DPQ to a VDPA by Intel via WebQuote and updated by Intel.

Intel Response to Quote section

Geo Approver clicked the RFQ Approved radio button and clicked the Save button.

Blue

11

DPA open - Disti requests update - Pending Intel review

The DPA is open. A Disti request to change the quantity and/or expiry dates was submitted and is awaiting Intel review.

DPA Maintenance section

Disti or FSE user entered data into the Extra and/or New fields and clicked the Save button.

Purple

26

DPA Open - Update pending further Intel approval

The DPA is open. A Disti request to change the quantity and/or expiry dates was submitted and is awaiting further Intel approval.

Intel Response to Quote section

Geo Approver escalated the quote to Division by selecting the RFQ Pending Further Intel Approval radio button and clicked the Save button.

Green

12

DPA open - Update reviewed, pending Disti acceptance

The DPA is open. The Disti request to change the DPA quantity and/or expiry date has been approved by Intel, and is awaiting Disti acceptance.

Intel Response to Quote section

Geo Approver clicked the RFQ Approved radio button and clicked the Save button.

Blue

13

DPA open - Update accepted by Disti

The DPA is open. The Disti request to change the DPA quantity and/or expiry date has been approved by Intel, and has been accepted by the Disti.

DPA Maintenance section

Disti or FSE user clicked the Disti Accepts Update radio button and clicked the Save.

White

14

DPA open - Update expired

The DPA is open. Changes requested by the Disti and approved by Intel went more than 30 days with no Disti acceptance. The DPA update has expired.

N/A   (Auto status movement)

N/A   (Auto status movement)

White

15

DPA open - Update rejected by Disti

The DPA is open. Changes requested by the Disti were approved by Intel but rejected by the Disti. The DPA is still within the validity period.

DPA Maintenance section

Disti or FSE user clicked the Disti Rejects Update radio button and clicked the Save button.

White

16

DPA open - Intel rejected DPA update

The DPA is open. An update requested by the Disti was rejected by Intel. The DPA is still within the validity period.

DPA Maintenance section

Geo Approver checked the Intel Reject Extra Quantity and/or the Intel Reject New DPA Expiry Date boxes and clicked the Save button.

White

23

DPA open - Update created in SAP

The DPA is open. It was changed from a DPQ to a DPA by Intel, following a Disti update request.

N/A   (Auto status movement)

N/A   (Auto status movement)

Red

17

DPA Closed

The DPA was closed because the validity period has passed.

N/A   (Auto status movement)

N/A   (Auto status movement)

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Colors in Quote List Screen

In the Quote List, colors are used to identify the general status for each quote. Here is a simple definition of what each color means:

 

Color Description
Blue

The quote creator has actioned the quote and is waiting for Intel to respond. It is Intel's call for action.

Green

Intel has responded to the quote and action is therefore required.

Pink

The quote has been sent to SAP, however was returned in error and was not fully processed. The Geo Approver needs to review the quote for error correction.

Purple

The quote has been escalated. Further Intel approval is required.

Red

The quote has been closed and thus can no longer be edited.

Yellow

A quote has been created then saved in a draft. These quotes will not be visible to internal users.

White

No action is required by either Intel or the quote creator. The quote can stay at this status until it closes.

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Quote Type Descriptions

WebQuote supports 16 quote types. Here is a brief description of each quote type:

Type Description

Broad Channel Deal

MMBP initiated, temporary price reduction on product with no market segment or end customer requirements due to new product introduction, an opportunity to gain share without officially dropping CAP, specific meetcomp needs, or excess/opportunistic inventory

Budgetary Pricing

Request for estimated pricing for forecasted product needs (this is an estimate only, no DPAs will be awarded)

Contract

Request for special pricing from an already-negotiated contract.

Design Win Exception

Request for special pricing above and beyond what was awarded with an approved Design Win registration.

Design Win Meet Competition

Request for special pricing due to competitive bidding plus an approved Design Registration. Competitive information fields are mandatory upon the Disti selecting this quote type and an approved Design Registration must be in place for the distributor requesting this quote type.

Design Win Registration

Request for special pricing awarded with an approved Design Win registration.

IA-Disti Rebate Equalization

Request to equalize OEM pricing with rebates being offer to channel customers buying through authorized distributors.

IA-Pullin - Meetcomp

Request to allow for an earlier effective pricing date in order to allow the customer to have finished products on retailer shelves in time for a planned price move.

IA-SEED

Request to offer limited quantities of product to customers free-of-charge for sampling or meetcomp purposes.

I-A Tender

Request for quote that emulates the mandatory requirements of IA Meetcomp fields. Upon Division approval, quote will move into RFQ Open - Hold Pending Customer Win status. Not available to Disti users.

LCAP

Lump-Sum Exception to Customer Authorized Pricing. Used for meetcomp programs that are paid out as a lump sum rather than as a line item ECAP since the discount is applied across multiple products. Used only on an exception basis.

Meet Competition

Request for special pricing due to competitive bidding. Competitive information fields are mandatory upon the Disti selecting this quote type.

Non-IA-Tender

Request for quote that emulates the mandatory requirements of IA Meetcomp fields. Upon division approval, quote will move into RFQ Open - Hold Pending Customer Win status.

Promotion

Request for special pricing due to a promotional event (e.g., Floor Days).

Volume

Request for special pricing due to volume of product requested.

Other

Request for special pricing that doesn't fit into any other quote type provided (e.g., Government or Education pricing).

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Updated: 15-May-2013 12:58