Creating and Submitting a Single Line Quote (Disti)

1

From the WebQuote Home page, do one of the following to open the Add Opportunity page:

• In the Left Navigation Menu, click the Add Quote button, or

• In the first sentence under the main paragraph, click the Here link.

2

In the Confirm Disti information section, most of the information will be pre-populated.

• In the Sold to Number field, if the desired Sold To information is not displayed, click on the List box and select the appropriate item.

• Line items pertaining to Sold To numbers that have been marked as inactive in SAP are at the bottom of the list, highlighted in red with an (INACTIVE) tag.

3

In the Enter Quote Details section, click the Quote Type drop-down list and select the quote type.

If you select the Design Win Meet Competition or Meet Competition Quote Types, a Questionnaire link will appear above the Quote Type drop down list. Click the Questionnaire link to display the EID Meet Competition Questionnaire. Fill out the questionnaire and click Submit to return to the quote.

4

In the Enter Customer Information section, be sure at least to fill all fields that have asterisks. For example, the Customer Type, Customer Name, and Customer Country fields.

Available Customer Types:

If you select United States as the Customer Country, the Customer US State field becomes mandatory.
The End Customer fields are only mandatory if the Customer Type is End Customer.

5

In the Add Product Details section, enter the information about the product. The mandatory fields are MM Number, Sales Out (From), Sales Out (To), Quantity, and Target Cost.

Use one of the following methods to enter the Intel Part Number or Intel Part #:

• If you have the entire Intel Part number or MMID number, enter it into the Intel Part # field or MM Number field, respectively.

• If you have at least three consecutive digits of the Intel Part number or MMID number, enter them into the Intel Part # field or MM Number field, respectively, and click the button located to the right of the field. Then in the Product Code popup window, click the MMID number of the part.

• If you have at least three consecutive digits of the Intel Part Number's first seven digits, enter them into the Intel Part# field and click the button located to the right of the field. Then, in the Product Code popup window, click the MMID that corresponds to the part number.

• If you want to select the part according by product type, click the Intel Product Tree View button [located between the Intel Part # and MM Number fields], and use the tree view to locate the appropriate product.

6

If you get an MMID Invalid popup when trying to create a quote using what is known to be an existing MMID, it might be in a Status, Product Visibility, or Custom Indicator setting for which a quote cannot be created. For example, you cannot create quotes against products that have a Product Visibility = H (Hide) or Custom Indicator = Y.

To determine the current settings for the MMID, do the following:

1. Go to the Product Search tool, accessed by clicking the Product Search link in the Tools section of the left nav.

   

2. Enter the MMID into the popup window field, clear the Show Accessible Only box, and click the Search button.

   

3. Information pertaining to the MMID (including Intel Part#, Forecast ID, Status, Product Visibility, and Custom Indicator) will now be displayed in the window.
   
   If an MMID's Status = Active and the Product Visibility = H (Hide), you will need to work with the product planners within your division to move this product out of a Hide status before you can create quotes using it.

7

In the Competitive Information section, the Competitor Name, Part, and Buying Price fields are mandatory if you had selected the Meet Competition or Non-IA Tender quote types.

8

In the Comments section, you can enter comments which can be seen by all WebQuote users. (It is also possible to enter comments after the quote has been submitted.)

9

Do one of the following:

• If you want to submit the quote now, click the Submit button.

• If you want to submit the quote at a later time [for example because you need to add more information to the quote before submitting it], click the Save Draft button. A message at the top of the form will indicate that the draft has been saved. In Quote List, a line item for a draft quote will be displayed with a yellow background.

• If you want to add more lines to the quote, click the Add More Lines button. This will open a popup window, prompting you to specify the number of additional lines to add to the quote.

10

If the Target Cost is determined to be higher than the Base Disti Cost, a popup window will appear. Click the OK button, then adjust the price and click the Submit button again.

11

The submitted quote will now have a Quote ID, displayed in the upper left of the Quote Information field. At this point you can click the Return button to go to the Quote list.