Wiki

Case Status
Log In

Wiki

 
Manufacturer Connectivity»Juno Connectivity»Sending a Project order with R…
  • RSS Feed

Last modified on 6/18/2012 6:27 PM by User.

Tags:

Sending a Project order with RFQ pricing

 

OASIS has the ability to send orders directly to Juno through its explore JLG ecommerce site.  The orders will be created instantly and be visible on explore JLG ecommerce site.  Users will send 2 types of orders:

·         Project and Stock orders that do not have an RFQ with approved pricing from Juno

·         Project orders that have a RFQ pricing. 

Note:  National Account orders with Agreement pricing cannot be sent directly at this time.  You can send it through explore JLG ecommerce site or send it through your current Oasis email method.

Change orders cannot be sent directly to Juno.  You need to send change orders to Juno through you current Oasis email method.

 

Sending an Order with an RFQ to Juno

 In order for users to receive the requested RFQ pricing, OASIS has to convert the corresponding JLG RFQ at the time an order is placed.  During the basic sales process, the user sends an agency RFQ (no winning customer selected).  Juno only allows the conversion of customer specific quotes, so the user will need to resend the RFQ for pricing by selecting the winning customer and sending another RFQ request that can be released for order.  (Please note: Juno assigns a new quote number at this time.  They do not revise quotes.)

For assistance in sending a Customer Specific RFQ request, please see the Sending an RFQ to Juno helpsheet.

The only additional fields sent to Juno on an order that has an RFQ that are sent are the following:

·         MFG Quote on the General Tab- This can be manually filled in by the user but will be filled in automatically at the time of transmission with the manufacturer quote number listed on the part lines.

 

·         MFG Quote field on the part lines in the Items tab. These are automatically entered on the part lines when the RFQ is sent to Juno.

 

When the Order has been created with the Agency RFQ number

OASIS will not allow the transmission of an order with an Agency assigned RFQ number.  It will notify you that one does not exist and then let you send a new RFQ from the order.  Users will see the following popup.

The MFGQuote, 633772-NC, is not approved for the customer in this order. 
Would you like to submit an RFQ for this customer at this time?

Yes - Submit RFQ to Juno

No - I have a valid RFQ already.  Cancel order submission.
         Note: Enter the correct Juno Quote Number in the MFG
        Quote field on the General tab and then resubmit the order to Juno.

Sending  a Customer Specific RFQ Request from Inside the Order.

This type of request is done behind the scenes in the order. There is no need to return to the quote as the items cannot be reconverted.  If you use this option, the RFQ number will not be updated in the quote and this will send the items that contained in the order as an RFQ request.

1.       Select “Yes” to send a customer specific RFQ request for this information. 

PLEASE NOTE:  you will not see a preview screen of the RFQ, all items on the order will be included in the RFQ. 

2.       You will see the following box popup with the customer specific RFQ number.

 

This will be the ONLY indication that your RFQ has been successfully sent. The order will display a FAILED indicator as the order was not sent.

Please Note: This is still an RFQ that must be viewed, approved and released for order.  You will receive an email from your Juno Quote Representative when this is done indicating that you can try to send the order at that time.

Sending a Customer Specific RFQ request from the Quote AFTER an order has been created with an Agency RFQ.

Users can choose to go back to the quote to send the RFQ request but it will NOT update or convert to the order.  The user will have to manually enter the Customer specific RFQ number in the MFG Quote field on the general tab of the order.  OASIS will copy it to all of the lines at the time the order is placed.