Quotation Builder

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About this page
Prerequisites
Build a quotation
- Organisation Details: Fields
- Quotation Details: Fields
Generate a quotation
Toolbar options
Navigation panel
Related topics

About this page

This page is used to enter quotation details to generate a quotation for a funding organisation.

Prerequisites

This page only displays and is editable if all of the following criteria are met:

An applied Project Type Level funding rule has both of the following settings:

• Use Pricing for Consultancy Projects? = Yes

• Use Quotation Builder = Yes

A primary fund scheme and organisation is identified for the project.
You have access to the Quotation Builder Page View CPT029 with Edit permission via either a role or User Page Views.
If not, contact your RME administrator.
The corresponding eForm application is in an editable state for you.
Background: If the eForm is read-only, this is usually because it is in a workflow state that does not involve you. For example, as a researcher, when you submit an eForm for Grants Office or Review, you can still view it but you can't edit it. In this case, when you go to CPT via the Costing and Pricing button in the eForm, CPT pages with editable elements will also be read-only.

The quotation output can only be viewed and used if the following criteria are met:

• The quotation output report is available for the project via the filter settings in the Output Configuration page (RME > Projects > Funding Rules > Output Configuration tab).

• The Costing and Pricing Tool Quotation output report has been assigned to your role.
If not, you won't be able to view or send the quotation output. Contact your RME administrator.

Build a quotation

Begin by entering details in the Organisation Details section about the funding organisation displayed in the Organisation Name field. This is automatically populated by the organisation associated to the primary fund scheme, shown in the Funding Rules page in the tool.

Long values in the grid: For some values in the grid, if it is longer than the column width, it is truncated with ellipses (...). You can either change the column width to show the full value or mouse over it to view a tooltip of the full value.

Organisation Details: Fields

Default Field Label (in alphabetical order)	Description
ABN	Australian Business Number for the organisation Auto-populated with the ABN for the organisation, if available. This can be edited in the tool for quotation purposes but the changed value will not be reflected in the core record. Source
Address	Default: Address selected for the organisation in the fund scheme RIC in the eForm Address for the quote Address options for the organisation display in a dropdown, if available. The list shows concatenated text of all the address fields. Source
Contact Email	Default: Contact email for the selected address for the organisation Email address of the contact person at the selected organisation address This can be edited in the tool for quotation purposes but the changed value will not be reflected in the core record. Source
Contact Name	Default: Contact name for the selected address for the organisation Name of the contact person at the selected organisation address This can be edited in the tool for quotation purposes but the changed value will not be reflected in the core record. Source
Contact Position	Default: Contact position for the selected address for the organisation Role held by the contact person at the selected organisation address This can be edited in the tool for quotation purposes but the changed value will not be reflected in the core record. Source
Fax	Default: Fax number for the selected organisation address Fax number for the selected organisation address This can be edited in the tool for quotation purposes but the changed value will not be reflected in the core record. Source
Organisation Name	Read only Name of the organisation selected for the primary fund scheme in the eForm
Phone	Default: Phone number for the selected organisation address Phone number for the selected organisation address This can be edited in the tool for quotation purposes but the changed value will not be reflected in the core record. Source
Website	Default: Website for the selected organisation address Web address for the selected organisation address This can be edited in the tool for quotation purposes but the changed value will not be reflected in the core record. Source

Quotation Details: Fields

Once the organisation details are completed, you enter the details for the quotation, using the table below as a guide:

Default Field Label (in alphabetical order)	Description
Additional Notes	Extra information that will be printed on the quotation
Balance to Quote	Default: Total Project Amount (excl. GST) from the Project Price (adjustments) page Running balance of the total price less entered cost for each item in the cost item grid
GST	Read only; if Include GST? in Institution Level rules is No, displays as 0 Government Services Tax amount based on the Total (ex. GST) and the GST% field in System Preferences
(Cost item grid)	Grid to enter each cost item for the quotation One line is shown by default. You can add more lines as needed via the Plus (+) icon at the end of the line. For each item, enter details in the columns of the grid as follows: • Item: Number of the item • Description: What the item is • Cost (AUD): Cost of the item in Australian Dollars Amounts cannot be negative. Amounts can be to two decimal places. A running total of the costs displays in the Total fields below the grid. The Balance to Quote value will reduce by cost amounts. To delete an item, click the Bin icon at the end of the line.
Optional Header Text	Text that displays below the quotation header
Quotation Date	Default: Today's date Date of the quotation
Quotation Number	Default: Project Code or eForm Application ID Identifier for the quotation If versions are used, the version number is included along with the Project Code or Application ID. Source
Total (ex - GST)	Total of all items entered in the cost item grid, without GST applied The total cannot be greater than the Total Project Amount (excl. GST) in the Project Price (adjustments) page.
Total (incl. GST)	Total of all items entered in the cost item grid, with GST applied
Valid to	Date to which the quotation is valid This cannot be earlier to the Quotation Date.

Generate a quotation

Once all the details are entered, save the quotation via the Save button on the toolbar.

The details are entered into a quotation output for the Costing and Pricing Tool module, created as a report in RME Designer.

You can view this via the Output button on the toolbar. This can be saved in the following formats: PDF, XLS, XLSX, RTF, MHT, HTML, text, CSV and image. You can send this in the desired format to the funding organisation (via internal processes or approval if this is required by your institution).

Toolbar options

Options	Description
Save	Saves your changes made in this page
Outputs	Costing and pricing outputs available for the project and your role Outputs with CPT data are created and managed by your RME administrators or office staff. They can be provided for different purposes, funders or stakeholders. For output filter configuration, see: Output Configuration
Close	Returns you to the eForm costing and pricing summary page that has the button/link to open the tool

Navigation panel

The panel on the left includes a list of the pages available. Page status indicators are used to inform you about the status of each page.

The Totals section at the bottom of the panel displays an overview of the project totals (read only). See: Project Summary, Totals