A Guide for Non-Production and Production Purchasing ... · PDF fileA Guide for Non-Production and Production Purchasing Buyers and Suppliers . ... key documents between the supply

A Guide for Non-Production and Production Purchasing Buyers and Suppliers

Copyright © Ford Motor Company 2010. All rights reserved.

WebQuote Page 1 Date Issued: November 7, 2017

Table of Contents

Table of Contents .............................................................................................................................................1

WebQuote Document Delivery Overview ......................................................................................................5 DOCUMENT DELIVERY FUNCTIONS ...............................................................................................................5 SYSTEM INTERACTIONS ................................................................................................................................5

Getting Started .................................................................................................................................................6 USER ACCESS ...............................................................................................................................................6 LOGIN INSTRUCTIONS FROM FORD SUPPLIER PORTAL (FSP) ....................................................................9 NOTIFICATIONS SENT TO USERS REGARDING DOCUMENT DELIVERY ........................................................11 ADDITIONAL REQUIREMENTS ........................................................................................................................11

WebQuote Homepage ......................................................................................................................................12

Non-Production RFQ's and Quotes (CPARS) ..............................................................................................14 RESPONDING TO NON-PRODUCTION RFQ'S ................................................................................................14 DECLINE TO BID ............................................................................................................................................20

Production and Prototype RFQ's and Quotes (WIPS) .................................................................................21 EFFECTIVE DATE ...........................................................................................................................................21 RESPONDING TO PRODUCTION OR PROTOTYPE RFQ'S ..............................................................................22 TIPS FOR QUOTING .......................................................................................................................................22 COMPLETING THE QUOTE .............................................................................................................................29

ENTERING CAPACITY INFORMATION .........................................................................................................38 ENTERING PLANT PRICING INFORMATION ................................................................................................45 ENTERING TOOLING DETAILS ...................................................................................................................48 ENTERING TOOLING INFORMATION REQUIRING LESS DETAIL .................................................................49 ENTERING TOOLING INFORMATION REQUIRING MORE DETAIL ...............................................................50

Adding Components Manually ...................................................................................................................55 MAKING ATTACHMENTS TO THE QUOTE...................................................................................................57

SUBMITTING THE QUOTE ...............................................................................................................................58

Finding Documents ..........................................................................................................................................64 SEARCHING FOR ORDER DOCUMENTS .........................................................................................................64

OPTION #1: USE THE WEBQUOTE HOMEPAGE TO VIEW DOCUMENTS ..................................................65 OPTION #2: USE THE ADVANCED SEARCH FOR ORDER DOCUMENTS ....................................................70

SEARCHING FOR REQUEST FOR QUOTE DOCUMENTS (RFQS) ...................................................................75 OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND AN RFQ ..........................................................75 OPTION #2: USE THE ADVANCED SEARCH FOR RFQS ...........................................................................77

SEARCHING FOR QUOTES .............................................................................................................................81 USE THE ADVANCED SEARCH FOR QUOTES ............................................................................................81

USING THE SEARCH RESULTS .......................................................................................................................85 PRINT AN INDIVIDUAL DOCUMENT ............................................................................................................87 PRINT MULTIPLE DOCUMENTS ..................................................................................................................88

Tool Tracking ...................................................................................................................................................91 REQUIREMENTS .............................................................................................................................................91 WHAT IS IT? ...................................................................................................................................................91 GENERAL INFORMATION REGARDING TOOL TRACKING ................................................................................92 SEARCHING FOR TOOL TRACKING INFORMATION ........................................................................................93 COMPLETING TOOL TRACKING INFORMATION .............................................................................................95 MASS UPDATING TOOL TRACKING INFORMATION .......................................................................................100 HOW DO I MAKE MY PICTURES MEET THE 5MB FILE SIZE LIMIT? .................................................................103

Sourcing ............................................................................................................................................................107 REQUIREMENTS ............................................................................................................................................107



BACKGROUND AND BENEFITS ......................................................................................................................107 NOTIFICATIONS ..............................................................................................................................................109 SEARCHING FOR A SOURCING DOCUMENT ..................................................................................................110

OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND A SOURCING DOCUMENT ...............................110 OPTION #2: USE THE ADVANCED SEARCH FOR SOURCING DOCUMENTS ..............................................112

REVIEWING THE SOBA DOCUMENT .............................................................................................................115 ACCEPTING A SOBA ....................................................................................................................................117 REJECTING A SOBA .....................................................................................................................................118 REVIEWING THE PROGRAM COMMUNICATION PACKAGE (PCP) .................................................................119 REVIEWING AN 8-BIN RFQ OR CPA RFQ ...................................................................................................120 COMPLETING THE 8-BIN OR CPA QUOTE ....................................................................................................125

ADDING PRODUCTION TOOLING TO THE QUOTE ......................................................................................132 ADDING PROTOTYPE PRICING TO THE QUOTE .........................................................................................133

SUBMITTING THE QUOTE ...............................................................................................................................134 ACCEPTING THE CPA ORDER ......................................................................................................................137 RESPONDING TO THE CPA ORDER ..............................................................................................................139 SCREEN HELP ...............................................................................................................................................141 WEB AND TELEPHONE ASSISTANCE .............................................................................................................141

SUBMITTING A REQUEST FOR HELP VIA THE WEB ...................................................................................141 CALL THE HELP DESK...............................................................................................................................142



Start to Finish – What to Do in WebQuote

WebQuote is a user friendly web based application to be used for communication between

Suppliers and Ford Motor Company Purchasing. This page provides a general "To Do" list for

tasks that Suppliers complete in WebQuote. The rest of this document provides step by step

detailed directions for performing each task.

1. Logon to WebQuote through Covisint and the Ford Supplier Portal.

2. Review the WebQuote Homepage for any new RFQs or Purchase Orders.

3. Review the list of "Open Requests". If there are open RFQs, review them and decide

whether or not to send quote for them.

4. If you decide not to send a quote, open the RFQ, click [Decline to Bid], and enter your

reason for not submitting a quote.

5. If you decide to send a quote, open the RFQ, click [Go To Quote], enter all the quote

information, and submit the quote.

6. Search for and review the quotes you have submitted in the past.

7. Review the list of "Recently Approved Purchase Orders (PO's)" for any purchase orders,

tool orders, or lump sum documents that have been awarded to you.

8. Open the PO to review, print, or save it as necessary before fulfilling the order.

9. View and attach signature to Supplier-On-Board Agreement (SOBA) for early Sourcing

process.

10. View Program Communication Package (PCP) documents generated for early Sourcing

process.

11. Review and respond to 8-Bin RFQs or CPA RFQs as part of the early Sourcing process.

12. View and accept CPA Orders as part of the early Sourcing process.





WebQuote Document Delivery Overview

DOCUMENT DELIVERY FUNCTIONS

WebQuote is the global solution for Production and Non-Production Purchasing for transferring

key documents between the supply base and Ford Motor Company.

WebQuote Document Delivery functionality includes the following:

Notifications and Attachments: WebQuote contacts users through email notifications.

When a document has been generated or modified by one of the Ford Purchasing source

systems, the Supplier is notified and is allowed to view and/or print that document.

WebQuote also allows document attachments. Although these attachments will not be

copied into the source systems, they will be available through links and will be stored in

WebQuote according to record retention requirements.

Accessibility: Suppliers have access to view and/or print all documents for the Supplier

codes to which they have authority. The Find Document screen and an At-A-Glance

screen help Suppliers find the documents, and provide links to the desired documents.

History: All documents, including attachments, from the date WebQuote is launched

will be available in WebQuote for future access.

SYSTEM INTERACTIONS

WebQuote interacts with many other Ford systems. The main ones include:

Global Supplier Database (GSDB) – Formerly known as the Uniform Company

Coding System (UCCS), this system assigns each Supplier and Ford location a five-

character code that is used on various documents.

Worldwide Integrated Purchasing System (WIPS) – This system is used to generate

all legal agreements (including Purchase Orders, Claims and Automaterials) between

Ford Motor Company and its production Suppliers.

Corporate Procurement and Receiving System (CPARS) – This system is used for

requisitioning non-inventory goods or services, part specification, material control,

procurement, and accounting.

Control of Requisitions and Approvals (CORA) – This system is used in Europe to

create releases against non-inventory blanket orders and raise Purchase Notifications

(PN) which are sent to buyers in CPARS.

Advanced Sourcing Automated Process (ASAP) – This system is the corporate tool to

handle program sourcing based on the most recent Purchasing & PD processes.



Getting Started

USER ACCESS

Suppliers with WebQuote access are allowed to access, view and print the documents associated

with their permissions. The Supplier FSP Corporate Service Administrator (CSA) grants access

to site codes for WebQuote Service Packages and requested site codes.

Users request the appropriate Service Package and manufacturing site codes through Covisint's

Administration Tools link. The Supplier CSA approves or denies the requests. The

manufacturing/Supplier site codes must be requested at the 5-character level to gain access to

WebQuote data.

WebQuote Service Packages

There are four different Service Packages available for WebQuote. Select the appropriate

Service Package based on whether you are a Production or Non-Production Supplier.

WebQuote – Purchase Order Document

The WebQuote – Purchase Order Document service package allows users to view all

WebQuote Document Delivery functionality. (Currently for Production Suppliers only)

WebQuote – RFQ's and Quotes The WebQuote – RFQ's and Quotes service package allows users to view all RFQs and

update and respond to Supplier quotes.

WebQuote – Tool Tracking The WebQuote – Tool Tracking service package allows users to manage the pertinent

information related to Ford Owned Tooling, including the tool location, tool order and

part number associations, and upload tool photos required for tooling payments.

WebQuote – Sourcing

The WebQuote – Sourcing service package allows users to electronically sign and

submit Supplier-On-Board Agreements (SOBA) for Production Purchasing’s early

sourcing process. Users may also access Program Communication Package (PCP)

documents confirming receipt of the SOBA.

NOTE: We recommend that this token should be granted to only those supplier

personnel who are involved with the Sourcing process and are authorized to enter

into sourcing agreements with Ford Motor Company.

In addition, users review and respond to 8-Bin and CPA (Commercial Program

Agreement) RFQs. Users can view and accept CPA Orders, also as part of the early

sourcing process.



Requesting the Service Packages for WebQuote

The process for requesting the appropriate Service Package for WebQuote is the same as

requesting any FSP application sub-package from within Covisint.

1. From the Covisint or FSP Homepage, click Administration Tools on the left side of the

screen.

2. Click Request a service package from the "Common Actions" section.



3. Scroll down to the Ford Supplier Portal section of the screen. Click Request Sub-package.

4. Scroll down until you find the WebQuote Service Packages. Click in the checkbox next to

the Service Package to be added.

Note: If there is no symbol in the Notes column to the right of the Service Package you

want to add, your parent company must first subscribe to the Service Package within

Covisint before you can be added as a user.

5. Enter any additional information in the Request Reason field.

6. Click [Continue].

7. Click the checkbox next to the appropriate Site codes.

8. Click [Continue].

The Request Confirmation screen displays and your request has been sent to your CSA. For

more information on Requesting Service Packages, click the How to Request an Application link

on the FSP Home Page.

There is a weekly feed between WebQuote and FSP. Depending on when you request access,

you may be granted access to WebQuote right away, or it may take up to five business days.



LOGIN INSTRUCTIONS FROM FORD SUPPLIER PORTAL (FSP)

1. From your web browser, access https://fsp.covisint.com.

2. Enter your Covisint user ID and password in the Login section of the screen.

3. Click [Submit].

4. From the Ford Supplier Portal, click the Applications tab.

6. Click the Show all Applications link or select Purchasing from the Filter by drop down list

and click [Go].

https://fsp.covisint.com/



7. Click the link for WebQuote.

The WebQuote home page displays.



NOTIFICATIONS SENT TO USERS REGARDING DOCUMENT DELIVERY

Email notifications are sent to users from WebQuote. You will be sent email notifications when

a new document is available for your use. A link to the appropriate location in the WebQuote

system is contained in the email notification.

Suppliers receive email notifications when new documents are created or amended due to new

purchase orders, RFQs, Automaterials, claims, cancellations, SOBA or PCP documents, or other

conditions.

To access WebQuote using an email notification:

1. Click on the URL in the body of the email notification.

Note: If you have not already logged in through FSP, you will be prompted to log in for

security verification. If the Secure B2B Server screen displays, click the here link to login

through Covisint.

2. The document referenced in the email notification displays. You may view, print, and

export this document, or navigate to other documents in WebQuote.

ADDITIONAL REQUIREMENTS

Documents viewed and printed from within WebQuote are presented in PDF format, which

requires Adobe Reader, or another compatible software application, to view and/or print the

document.

Adobe Reader may be downloaded free from www.adobe.com.

http://www.adobe.com/



WebQuote Homepage

The WebQuote Homepage can be accessed through either a link in an email notification or

directly from the Ford Supplier Portal.

This Homepage provides many helpful items. Starting at the top of the screen, there are four

links that are useful.



Logout – Provides users with a secure method of exiting WebQuote. Use this option if

you are working on a shared workspace or have finished using the current session of

WebQuote.

Contact Us – Click this link for information on how to contact the WebQuote support

team.

What’s New – This link provides a history of all enhancements and includes training

materials.

Training – This link provides users with an electronic copy of this manual, as well as

answers to other frequently asked questions regarding WebQuote.

The Homepage includes an Announcements section which informs users of any system issues or

recent updates.

The body of the Homepage contains a view of recent activity. The documents listed here reflect

the site codes and security access of the user. The body of the Homepage is split into two

sections, the Open Requests and the Recently Approved Purchase Orders.

To access a request for quote (RFQ) listed under the Open Requests section, click the colored

link in the RFQ Number column. To access a purchase order (PO) listed under the Recently

Approved Purchase Orders section, click the colored link in the ATP/Order Number column.

If the RFQ you are looking for is not listed on the Homepage, click the See all open requests link

to view a list of all the open RFQs for which you have not submitted a quote.

If the PO you are looking for is not listed on the Homepage, click the see all approved POs link

to view a list of all the POs received in the last 30 days.

If you would prefer not to scroll through a list, you can search for documents using the Basic

Search features on the right side of the page. See the section entitled "Finding Documents" for

more information.



Non-Production RFQ's and Quotes (CPARS)

RESPONDING TO NON-PRODUCTION RFQ'S

Using the list of RFQ's on the WebQuote Homepage or the search functionality described

elsewhere in this manual, you will find RFQ's which have been sent to your supplier code for

quoting. You must have the appropriate service package assigned to you to be able to submit a

quote.

1. Click on the RFQ number link to open the RFQ. The RFQ displays.

2. Review the RFQ. The following information and functionality is available on the RFQ:



The RFQ Number, Round Number, Status, Bid Due Date, Time Remaining to Bid, Issued

Date, and a link to Terms and Conditions are located at the top of the screen.

[Go To Quote] - Click this button to start entering your quote.

[Decline to Bid] – Click this button if you do not want to submit a quote for this RFQ.

Export to Excel – Click this link to export the RFQ to an Excel document.

Print RFQ – Click this link to print the RFQ.

RFQ Overview tab – This tab contains an overview of the RFQ information including the

Requisition number, RFQ Currency, Payment Terms, Freight on Board, Transportation

Terms, Delivery information, Buyer information, Requester information, and links to

previous rounds.

Bidding Suppliers tab – This tab contains your supplier information.

Line Items tab – This tab contains the line item information. The number on the tab is

the number of line items on the RFQ.

Line-up Meeting tab – This tab contains all the information for the Line-up Meeting.

Attachments tab – This tab lists all of the attachments. The number on the tab is the

number of items attached to the RFQ. Click the link for the attachment to open and view

the attachment.

Clauses tab – This tab contains all the clauses for the RFQ. The number on the tab is the

number of clauses for the RFQ.

3. Click [Go To Quote] to start creating your quote.



Note: Click the Decline to bid link if you decide you do not want to submit a quote. Click

the RFQ No link to view the request for quote.



Screen continued.

Note: Fields marked with * are mandatory fields.

Note: For Delivery Information select one of the radio buttons to enter either a delivery

date, or a lead time.

Note: Click the Attach another file link to add an attachment to the quote. Click the Attach

another website link to add a URL. To remove an Attachment or URL that has already been

added, click the remove link next to the field.



Screen continued.

In the example above, each line is a different type of line. Line 1 is a non-production line

item. Line 2 is a Transportation line item. On Transportation line items click the

Transportation Details link for more information. Line 3 is an amendment. Line 4 is a

deleted healthcare line item. It is highly unlikely that these line items would be found on

the same quote. They are pictured in the example above to illustrate as many examples as

possible.

4. Enter your quote information. If you are confused about any of the fields, click the What's

this? link under that name of the field to view a description of the field.

5. Once you have entered all of your quote information, click [Continue Submit].

Note: If you want to save the quote to work on it another time, click [Save Quote].

The Quote Summary screen displays.

2



6. Review the Quote Summary. If the quote is not correct, click the Back to Quote link to

make corrections.

7. Click [Send Quote] to submit the quote.

The Quote Confirmation message displays.



DECLINE TO BID

1. From the RFQ, click [Decline to Bid] if you do not want to submit a quote for an RFQ.

2. Enter the reason for not bidding in the Reason for declining to bid field.

3. Click [Yes, Decline to Bid].



Production and Prototype RFQ's and Quotes (WIPS)

EFFECTIVE DATE The RFQ and Quote screens show the WIPS effective date, which is also the Purchase Order

effective date when it is issued.

In the event that the effective date needs to be modified once the RFQ is issued, the buyer can

update it in WIPS during the quoting process and it will update both the RFQ and Quote in real

time.

The screenshots below illustrate where this effective date is in WebQuote on the RFQ and on the

Quote documents.

WIPS RFQ

WIPS Quote



How does this change impact the Quoting Process?

The supplier will know the effective date of the eventual PO during the quoting process.

The current order price on the quote will be aligned with the effective date and not just

the latest price of the part as it is currently.

Automaterials will also be aligned to the effective date on the quote. If relevant, when

adding automaterials to a quote or viewing automaterials already linked to the quote, the

system will default the index price once the other variables are chosen. If there is an

index price on the same date as the effective date, then that price will be the one

selected. Otherwise the system will select the index price closest to the effective date,

working backwards chronologically.

The benefit of this change is to greatly reduce the “back and forth” that occurs today to

align pricing.

RESPONDING TO PRODUCTION OR PROTOTYPE RFQ'S

Once suppliers are enabled to use the RFQ/Quoting module of WebQuote, email notifications are

sent to the registered email addresses of the supplier locations alerting them to the receipt of a

new document to review. Clicking on the link in the email will navigate the supplier to the

individual document. Suppliers may then respond to, print, or review the document. Suppliers

may also use the list of RFQ's on the WebQuote Homepage or the search functionality described

elsewhere in this manual to find RFQ's which have been sent.

Buyers are continuing to use the Worldwide Integrated Purchasing System (WIPS) to handle

their Purchasing transactions. The integration of WebQuote is basically seamless to the Buyers,

with the exception of a few minor screen changes and the addition of making or viewing

attachments (described elsewhere in this manual.)

TIPS FOR QUOTING

Suppliers must have the appropriate service package and site codes assigned before they

are able to respond to an RFQ and submit a quote. Check with the CSA at your

company to verify your access rights.

Mandatory Fields are marked two ways. Either with a red asterisk (*) or with yellow

highlighting. Quotes cannot be submitted unless all mandatory fields are completed.

When quoting a carryover part piece price, use EITHER the variance OR the new price

field. Data cannot be entered in both.

Attachments are allowed, and there is a 5MB limit per attachment.

If a tooling lines are being created, the tool order header information on the quote details

screen (capacity, importer of record, etc.) becomes mandatory.



If the "cost from" price has changed on a part that you are currently quoting, you will

receive an error message at the top of the quote, with detailed instructions to click

REFRESH to see the updated pricing information. You may continue to complete and

submit the quote after clicking REFRESH.

Minimum requirements for quoting include the mandatory fields on BOTH the Quote Header

screen and the Quote Details screen. This information is required for every quotation completed

in WebQuote.

Production:

or Prototype:

Complete these

fields and click

[SAVE]

Click on these

links to

complete quote

details.



REVIEWING THE RFQ

1. From the WebQuote Homepage, click on a blue hyperlink to access a document.



2. The RFQ displays.

The top of this screen, otherwise referred to as the header, shows important information

such as Round and Status information, Bid Due Date, Time Remaining, and Issue Date.

Review this information before continuing to complete the quote.



Below the header is the line level information Notice that this section is designed with

TABS.

Each tab contains different information for you to review. Note the number in

parentheses in the title of the tab. This number indicates information you should review

before continuing on to complete and submit the quote.

Navigate from tab to tab by clicking on the title of the tab.

Review the RFQ completely. The following information and functionality is available

for your review from this screen:

The first two buttons are [GO TO QUOTE] and [DECLINE TO BID.] More on

these two buttons in the next section. For now, we will review the tabs contained

on this screen.



RFQ Overview Tab – Contains general header level information such as Item

number and description, buyer name and contact information, and superseded part

number information.

Bidding Suppliers Tab – Contains supplier-specific information such as supplier

code, location details, a link to start to submit the quote, and a link to print the

RFQ. Click on Print RFQ to generate a PDF copy of the document. Adobe

Reader is required for this functionality.



Line Items Tab – Contains information relating to the line items on the RFQ.

Volumes Tab – Contains part-specific volumes information fed to WebQuote

from other Ford internal volumes systems. Volumes listed here are Production

part volumes. Prototype volumes are located on the Plant Pricing screen.



Attachments Tab – Contains any documents attached to the RFQ by the buyer

for supplier review. Click on the blue hyperlink to access the documents which

have been attached.

NOTE: There is a 5MB per file size restriction for WIPS (production)

attachments and 10MB per file size restriction for CPARS (non-production)

attachments.

Clauses Tab – This tab contains canned remarks from WIPS that are either

selected and added by the buyer, or system generated based on quote parameters.

Review these closely. These are not editable.

COMPLETING THE QUOTE

For all scenarios in WebQuote, the basic procedures of what to "pick and click" are similar. The

best advice is to READ THE SCREEN CLOSELY to make sure of what you are doing at what

time.

In this example, a production quotation with tooling details will be completed.

NOTE: In some carryover part instances, the buyer may have updated the cost-from price

before the quote on the carryover part is submitted. WebQuote has functionality that allows the

supplier to click [Refresh] on the Quote screen, which updates the cost-from price. An error

message displays if this has occurred (note screenshot below.) Once you click [Refresh], you

are able to continue quoting without returning the quote to the buyer for adjustment.





ENTERING LINE ITEM INFORMATION

To start the process of completing the quote:

1. Click [Go To Quote] from the View Request for Quote screen, or click Continue to Draft

Quote from the Bidding Suppliers tab to start creating your quote.

OR



2. The Quote screen displays. Note that it is a scrolling screen, with all general quoting

requirements and additional links on one screen for your convenience. Some important

fields to note are called out below.

Use this button to Decline To Bid.

Use these links to enter quote information, such as packaging, Importer of Record, Capacity, and Tooling. Plant level pricing is also located here under the first link. This area of the Quote is the most important part of the quoting process because it is where most of the information is entered. Start here, and remember to save your work along the way.

Use this link to navigate back to the RFQ.

Use the "What's This?" links to get more information on how to use a field in WebQuote.

Use the "Save" button to save your work and continue on with this same page, or use the "Continue to Submit" button if you are finished with the quote and would like to start the submit to the buyer process.

Use this area to add attachments to the quote. Note the limitations on size of the attachments.



3. Start your quote response by scrolling down to the Line Items and Additional Details

area of the screen, shown below.



4. Complete the mandatory fields for each line item, noted in yellow.

5. Enter any OPTIONAL information necessary in the fields under the Additional

Information header.

6. Click [Save]. The information is now saved and your quote is in DRAFT status. You

may leave this screen, or even leave WebQuote, and your entered information is retained.



7. You are now ready to complete the detailed Line Item information. Click on the first

blue hyperlink in the Part/Item Number & Description field.

Note: It is important to note that suppliers may enter information in whatever order they

decide. Remember to save your work as you complete the screens. WebQuote will hold

the data, if saved, until the supplier decides to submit the quote to the buyer. When you

have entered information and saved it correctly, WebQuote displays a message indicating

changes have been saved (see below.)



8. The Production Quote Details screen displays. Note that mandatory fields are

highlighted in yellow and are marked with an "*", and that there are three tabs on this

screen – one for Production details, one for Auto Materials, and one for Tooling (circled

below.)



9. Continue to enter quote information on the Production Tab of this screen. Use the What's

This links if you need information on a particular field. Remember to save your

information as you go.

Note: The costs entered in the Commercial Adjustments section are understood to be already

included in the total price quoted, and will not be added to them. All fields with the red

asterisk and the field colored yellow are required, but zero “0” is an acceptable entry. (At

this point, for Other, the only selection you have is Tooling Lease for China suppliers with

Ford-Owned tooling located in China.)

For carryover parts, certain fields will be filled in with default information based on the

superseded part. You may overwrite this information.

Note: If you have questions about the capacity information that is provided or how to

respond with your information, please read the next section for additional information and

instructions on how to complete this portion of the screen.

10. If required, click the Auto Materials tab to enter or update automaterials information for

this quote.

11. Click [Save and Return]. The Quote screen displays, with a confirmation message that

the Quote Details were successfully saved.

12. Continue to enter quote information from this screen. The blue hyperlinks in the middle

section of this screen should be used to access areas where information is required. Later

sections of this manual detail those areas.



ENTERING CAPACITY INFORMATION

It is required that suppliers provide APPC (Average Purchase Parts Capacity) and MPPC

(Maximum Purchase Parts Capacity) information with quotations on production parts.

The Purchase Part Capacity represents your ability to consistently supply a part to Ford on a

weekly basis. It is based on your facilities, tooling capacity, and your ability to procure

components and raw materials. You should ensure that a Capacity Analysis Report is completed

to provide the analysis details which led to the calculated PPC value(s). You are expected to

maintain records of the completed Capacity Analysis Report (CAR) for the life of the part (plus

service) plus one year for each PPC submitted, and provide the completed CAR to Ford upon

request.

The link to access the CAR template is:

https://web.qpr.ford.com/sta/Capacity_Analysis_Report.xls

When completing the production quote, the PPC section is made up of two areas as shown

below. The top half will contain PPC information from a previous RFQ and the bottom portion is

for new PPC information to be added for this RFQ.

It is required that you select at least one line of PPC information for this quote either by selecting

one of the carryover lines or creating a new one for this quotation. Also, you are being requested

to show all PPC information for the life of the part so it is possible that you may have to provide

multiple lines on PPC data to show the ramp up of capacity over time.

If this quotation also has tooling being quoted it is necessary that you select the PPC line that this

tooling supports. This manual provides examples of each of these scenarios.

Overview: This screen shot shows the PPC portion of the Line Item Quote detail screen. The

top section shows carryover PPC information from a previous quotation for the part and the

bottom section allows the user to add lines by clicking the [ADD PPC INFO] button. Note that

the combination of lines that can be added between carryover and new cannot exceed 10 lines

total.

Note: If there is a red asterisk next to the heading Supplier APPC/MPPC Volumes field then it

is required that this information is provided as part of the quotation. If there is no asterisk, then

providing the data for this transaction is optional.

https://web.qpr.ford.com/sta/Capacity_Analysis_Report.xls



Click here to add a PPC line

PPC Information that is carryover from a previous RFQ

PPC info added on this RFQ



Scenario 1: No carryover line items to select and you have one or more PPC lines with no

tooling on this quotation.

1. Click [ADD PPC INFO] to add a line of data.

2. Fill in the Effective Date, Capacity and Operating Days Required for both APPC and

MPPC. Comments are only required if PPC does not meet APW/MPW. Since this is a

quotation without tooling, it is not necessary to select one of the lines as Quote

Supports.

3. If you wish to add another line of data, click [ADD PPC INFO] again.

4. If there is a line of data that needs to be removed, click Delete box for that line.

5. Click [Save] or [Save and Return] to continue completing the quotation.



Scenario 2: No carryover line items to select, and you have one or more PPC lines with

tooling on this quotation.

1. Click [ADD PPC INFO] to add a line of data.



quotation with tooling, it is necessary to select one of the lines of corresponding capacity

by selecting the appropriate radio button in the quote supports column.



5. Click [Save] or [Save and Return] to continue completing the quotation.



Scenario 3: Carryover line items to select, and one or more PPC lines with no tooling on this

quotation.

1. In the Current PPC Information section, select each line of PPC information that

carried over from a previous RFQ that is still applicable for this RFQ by checking the box

under the heading Retain.

2. To add additional lines, in the ADDED OR UPDATED PPC INFORMATION section

[ADD PPC INFO] to add a line of data.



quotation without tooling, it is not necessary to select one of the lines as quote supports.



6. Click [Save] or [Save and Return] to continue completing the quotation. The

combination of Retained data from a previous RFQ and the new data created will be what

is submitted for this RFQ.



ENTERING AUTO MATERIALS

To enter Auto Materials information for part(s):

1. Click on the blue hyperlink Click here to fill the production quote details from the Quote

screen.

2. The Production Quote Details screen displays. Click the Auto Materials tab from the

Production Quote Details screen. The Auto Materials tab displays.



3. Use the dropdowns provided to outline the details of the automaterials that should be

attached to this part. Complete the dropdowns left to right, as each one is dependent on

the selection preceding it.

a. First select the Index/Name of the automaterial.

b. Select the country.

c. Select the unit of measure.

d. Enter a Scrap Rate.

e. Select the Effective Date/Index from the selections provided. Please note the

Automaterials effective date is based on RFQ effective date entered by the buyer.

f. Enter the weight. This is the weight of the particular material in the part.

4. Click [ADD AUTOMATERIALS]. Note the automaterial you just added is now listed

in the section above the dropdowns. You may add as many automaterials as are

applicable.

5. Click [Save and Return]. The Quote screen displays.



ENTERING PLANT PRICING INFORMATION

1. To enter plant-specific pricing information, click on one of the links circled in the below

screen shot to get started. Note that both production and prototype have Plant Pricing

functionality available though we are only showing production here.

The Plant Pricing Details screen displays.



Using the drop down in the Plant Code field, select the plant for which you have plant-specific

information to enter. Enter the plant-specific information in the remaining fields on this tab.

2. After entering information on the screen, click [Save.] You may now select another plant

from the dropdown and repeat these steps until all plant specific information is entered.



3. Once all plant pricing information is entered, click [Save and Return.] The quote screen

displays. Note that a confirmation message displays, and a new message regarding Plant

Pricing is displayed (shown below.)

4. In this example, we entered Plant Pricing for the Production part. Repeat this process if

you have Plant Pricing for Prototypes, remembering to [SAVE] your information as you

complete each plant.



ENTERING TOOLING DETAILS

Entering Tooling Lines is an optional function for suppliers, and can be done by using the

Tooling Details tab on the quote screen (noted below.)

Some suppliers are required to complete more tool-related details than others at this point.

If you see this screen, you are required to provide detailed tool information. Please proceed to

page 50 for instructions:

If you see the following screen, please continue with the instructions to follow:



ENTERING TOOLING INFORMATION REQUIRING LESS DETAIL

Entering Tooling Lines is an optional function for suppliers, and can be done by using the

Tooling Details tab from the quote screen.

1. Start to create the Tool Order by completing the fields relating to tooling on the quote

screen. These fields are Weekly Capacity Norm/Max, Lead Time, and Currency. These

fields are mandatory if you create any tooling lines, and these fields apply to the entire

tool order – consider it "header information" for your tool order.

2. Use the pull-down list to select the correct Tool Order Type. Your options are:

L Long Lead Tooling

J Job #1 Tooling

D Design Change Tooling

C Capacity Tooling

Z Other

3. Click [SAVE] once you have entered the information.

4. Click on [ADD TOOLING LINE.] The Quote screen refreshes, and if you scroll to the

bottom, notice that the Tooling area now has a place for you to create a tooling line.

5. Complete these fields.

a. Description – the clear, concise description of your tooling component.

b. Cost – the cost of this line. Decimals are not allowed.

c. Supp GSDB – the 5-digit supplier code where this tool physically resides. Enter

the code, and use the [Validate] button to validate that it is an active code and

populate the location address. The address information from GSDB will populate



if it is a valid code.

d. Supp Address – the physical address where the tool will reside. If the address

shown in the Supp GSDB field is not the address where the tool will reside, use

click on Tooling Location Address to enter the address information. Using this

field is not required if the "validate" function in the Supp GSDB field has the

correct information.

e. Del – a checkbox that allows the user to delete a line if necessary.

6. Click [SAVE] once the line is complete. A confirmation message is displayed at the top

of the screen.

7. If more than one Tooling Line is needed, click on [ADD TOOLING LINE] and repeat

the above steps. The Total Cost displayed at the bottom of this screen is a cumulative

total of all Tooling Lines.

8. Click [Save and Return] once you have entered all necessary tooling. The Quote screen

displays.

ENTERING TOOLING INFORMATION REQUIRING MORE DETAIL

1. Click [Show Detail] to enter the Weekly APW and Weekly MPW. Select the correct

Currency if the default needs to be changed. Select the correct Tool Order Type:



Long Lead

Job 1

Design Change

Capacity

Other

2. Click [ADD TOOL] to start the itemized tool list.



3. For the first tool, complete these fields.

Note: Fields marked with * are mandatory fields.

a. Tool Type – select from a list of tool type descriptions. Then select from a more

specific tool type list dependent on your first selection.

Injection Mold

Stamping

Castings



Assembly Fixture

Bonding

Coatings

EOAT

Gauge

Machining

Part Treatment

Punch / Trim

Skin Lamination

Verification

Experimental

Other (*Add manually)

b. Total Parts Produced/Cycle - total parts produced per cycle for all components.

c. Timing Weeks - lead time, in weeks, for buying and installing the tool

d. Total Cost/Tool - cost of the tool in the currency selected

e. Notes/Comments – Suppliers must enter detailed tooling description here. (Use

this section for any additional description information that needs to be

communicated and available on the tool order as this information will be included

on the actual tool order.)

f. Component NO/Desc - select from a list of components. See page 8 for

instructions on how to add a component, if the proper component is not listed.

g. CAD File Rev - indicate which CAD file revision this tooling supports

h. Parts Produced/Cycle - parts produced per cycle for this particular component

i. Toolmaker E-mail - e-mail address of toolmaker.

j. Toolmaker Phone - phone number, including country code, of toolmaker.

k. Supplier E-mail - e-mail address of Supplier contact person.

Note: Total Parts Produced/Cycle of all individual components must match this entered total



l. Supplier Phone - phone number, including country code, of supplier.

m. Tier Using Tool - indication of which Supplier tier is using the tool.

n. Tool Location (Supp GSDB) - GSDB code for the location at which the tool is

installed and used. WebQuote will display the location below, once the GSDB

code is confirmed by clicking [VALIDATE].

o. Tool Location (Supp Non-GSDB) - use this link to type the address where the tool

is installed and used if no GSDB code has been assigned to it.

p. TBS Attachments - Supplier may attach any appropriate documents applying to

this tool.

4. To add a second component, click [Add Component] again. You will have a second box

to start selecting component information.

5. If information on a component is incorrect, click [Delete].

6. If you are completed with your components and you have additional tooling to add, click

[SAVE]. You may view or edit the information, or delete the tool line.

7. If you have no other tooling to add, click [SAVE AND RETURN].

Note: Total Parts Produced/Cycle of all individual components must match this entered total



Adding Components Manually

To follow are instructions for manually adding a component if the component list does not

include the right choice:

1. Select the Search option as shown, and then click [Search].

2. Enter complete or partial part number and click [Search].



3. Select the correct part number from results list and click [SAVE].

4. If the correct part number is not available, click Add Manually. Complete all entries and

click [SAVE].

5. Once this component is completed, click [Add Component] to add additional

components for the tool. If all components are added, click [SAVE].

Note: This entry will be flagged to the buyer as a manually added component.



MAKING ATTACHMENTS TO THE QUOTE

Suppliers have the option to attach documents to the quote for Ford review. Attachments in

WebQuote have a per item 5MB limit.

To attach documents to the quote:

1. Click [Browse] at the bottom of the Quote screen (shown below.)

2. The "Choose File" dialog box pops up. Navigate to the desired file on your computer,

select it, and click [Open] from the dialog box. (You may also double click on the file

you wish to upload.) The file name now appears in the "Attachment" field.

3. Enter an optional description in the Description field for the file you are uploading. This

description may be a title for the document or an explanation of why you are attaching

the document.

4. Click [Upload File.] The Quote screen refreshes and if you scroll to the bottom, the

attachment is shown as a hyperlink. You may click on the link to view the attachment, or

click on [Remove] to delete the file as an attachment on this quote.



SUBMITTING THE QUOTE

1. Once you have entered all of your quote information, click [CONTINUE TO SUBMIT]

from the Quote screen (shown below.)

Note: If you want to save the quote to work on it another time, or you aren’t quite ready

to submit it back to the buyer, click [Save].



2. If mandatory fields have been left blank or have been incorrectly completed, specific

error messages are displayed at the top of the screen.

Correct the errors, using the messages as a guide to help you identify where they are on the

quote.



3. Once all errors are corrected, and you are ready to submit the quote to the buyer, click

[Continue to Submit.] The Quote Summary screen displays.

Review the Quote Summary. If the quote is not correct, click the Back to Previous Page

link at the bottom of the page, or the "breadcrumb" links at the top of the page to make

corrections.



4. Click [Submit Quote] to submit the quote to the buyer. The Quote Confirmation

message displays.

The quote is now in the hands of the buyer. All relevant data has been transferred into WIPS for

the buyer review. Buyers can access WebQuote to review any attachments made by the supplier.

Once a sourcing decision has been made by the buyer, email notification of purchase order

issuance via WebQuote will be made to the supplier.



DECLINE TO BID

1. From the either the Review Request for Quote Screen or the Quote screen, click [Decline

to Bid] if you do not want to submit a quote for an RFQ.



2. The Decline a Request for Quote Screen displays.

3. Enter the reason for not bidding in the Reason for declining to bid field.

Click [Yes, Decline to Bid]. A pop-up displays confirming your decision to decline the

business. Once you select "OK" on this pop-up, WebQuote displays a confirmation

screen, indicating the transaction was completed.



Finding Documents

The WebQuote system allows users to find documents, including purchase orders, tool orders,

lump sum orders, amendments, price change summary documents, requests for quotes, blankets,

release orders, quotes, Supplier On Board Agreements, and Program Communication Packages.

Suppliers can view all approved (or equivalent status) purchase orders for their site code(s) and

Buyers can access all Purchase Orders, regardless of whether they are the Buyer on a particular

order. Exception for Buyers: Healthcare and Joint Venture documents are the exception to this

rule; only Buyers for those documents will be allowed to view those documents.

Suppliers are allowed to access, view and print the document associated with their user codes.

The CSA can grant additional access by assigning additional site codes to the user.

SEARCHING FOR ORDER DOCUMENTS

There are several methods you can use when searching for a particular order document(s). These

methods include the following:

Use the lists of documents on the WebQuote Homepage to navigate to the desired

document(s). (Tool Tracking documents are not found this way.)

Use the Advanced Search option to enter additional criteria to search for a document.

(This is the only method for finding Tool Tracking documents.)

The Search results have a limit of 1,000 returned records. Refine your search to work

around this limitation.

These two methods are described on the following pages.



OPTION #1: USE THE WEBQUOTE HOMEPAGE TO VIEW DOCUMENTS

The body of the Homepage shows users a "snapshot" of their current activity in WebQuote.

1. Click the link in either the RFQ Number or the ATP/Order Number column to open the

desired order document.



Note: If the order document you want to open is not listed under the "Recently Approved

Purchase Orders (PO's)" section, click the See All Approved PO's link at the bottom of the

section to see the most recently approved PO's (up to 1,000 documents.) Click the

Atp/Order Number to open the document.

The Order document displays.

Below are examples of a Production PO, a Non-Production PO and a Non-Production Blanket

Order.









OPTION #2: USE THE ADVANCED SEARCH FOR ORDER DOCUMENTS

The advanced search offers you the chance to search on a wider variety of values.

1. To run an advanced search for order documents, click [Search for an Order] at the top of

the screen.

The Advanced Search screen displays.



You may search on any combination of the fields provided on the screen. The number of search

results is restricted by selecting more options from the available fields.

This is a global system, accessed by both production and non-production users. Because of this,

the fields may have different meanings to different users. If you are confused about what type of

information should be entered in the field, click the What's this? link under the field name.

1. Enter any or all of your search criteria in the appropriate fields.

Note: ATP/Order Number and Part/Item Number both have a drop down list containing

four options, "is (exactly matches)", "contains", "begins with", or "ends with". Select "is



(exactly matches)" if you know the whole number. Select "contains", "begins with", or

"ends with" if you only know part of the number.

Note: If at any time, you want to return to the homepage from the Advanced Search screen,

click the Basic Search link or the Home link.

2. Click [Search] at the bottom of the screen.

The search results display.

3. Click on the bottom link under the ATP/Order Number, which is View Info. The View

Order Information screen displays, as shown below.



The View Order Information Link provides a document management screen which allows

suppliers to do the following:

view selected order information details,

link to the RFQ Information in WebQuote, if applicable,

export the document data to Excel,

open and print the purchase order,

add a flag that the order has been reviewed, and

add supplier notes to be used internally for the order.

NOTE: Both the supplier flag and notes can only be viewed by the supplier and are not visible

to the buyer or other Ford users.



4. Click the ATP/Order number to open the document.

The document displays as a PDF.

If no results match, an error message will display.



SEARCHING FOR REQUEST FOR QUOTE DOCUMENTS (RFQS)

There are several methods you can use when searching for requests for quotes. These methods

include the following:

Use the lists of documents on the WebQuote Homepage to navigate to the desired RFQs.

Use the Advanced Search option to enter additional criteria to search for an RFQ.

These two methods are described on the following pages.

OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND AN RFQ

The body of the Homepage shows users a "snapshot" of their current activity in WebQuote. The

newest RFQs are listed in the "Open Requests" section.

5. Click the link in the RFQ Number column to open the desired RFQ.



Note: If the order document you want to open is not listed in the "Open Requests" section,

click the See All Open Requests link at the bottom of the section then click the link in the

RFQ Number column.

The Request for Quote displays.



OPTION #2: USE THE ADVANCED SEARCH FOR RFQS


1. To run an advanced search for RFQs, either click [Search for an RFQ] at the top of the

screen.










Note: RFQ Number, Part/Item Number, and Requisition Number all have a drop down list

containing four options, "is (exactly matches)", "contains", "begins with", or "ends with".

Select "is (exactly matches)" if you know the whole number. Select "contains", "begins

with", or "ends with" if you only know part of the number.


click the Basic Search link or the Home link.










SEARCHING FOR QUOTES

There is one method you can use when searching for quotes.

USE THE ADVANCED SEARCH FOR QUOTES


1. To run an advanced search for quotes, click [Search for a Quote] at the top of the screen.












Note: Quote Number, Part/Item Number, and Requisition Number all have a drop down list

containing four options, "is (exactly matches)", "contains", "begins with", or "ends with".

Select "is (exactly matches)" if you know the whole number. Select "contains", "begins

with", or "ends with" if you only know part of the number.


click the Basic Search or the Home link.






4. Click the link in the Quote Number column to open the quote. You can review the RFQ

details and the information you included in the quote.

5. If you wish to print a .pdf copy of the quote, click [Print Quote].



USING THE SEARCH RESULTS

WebQuote displays the search results based on the search criteria you entered in the Advanced

Search fields. Once the search results have been returned, you may view a particular document,

export the list to Microsoft Excel or print the order(s).

By default the search results are arranged by the first column. You may change this order by

clicking on the header of any column. The search results will be reordered based on which

column was clicked.

The following functionality is available on the Search Results screen:

1. You can return to the WebQuote Homepage by clicking the Home link in the navigation

trail at the top of the screen. You can return to the Advanced Search screen by clicking

the Advanced Search for (an order, RFQ, Quote) link in the navigation trail at the top of

the screen.

1

2

3

4

5



2. The Search Criteria used for this particular search is displayed in the Search Criteria

section. Click Edit this search to edit the search criteria or click New search to enter all

new search criteria.

3. Export to Excel will allow you to export the list of results to Microsoft Excel. The entire

list of results will be exported to Excel, not just the ones seen on the first page of results.

Click the Print link to print the list of search results.

4. To print the legal document, you must click on the link in the first column to access the

document, and then select Print from the PDF Viewer software (i.e., Adobe Reader or

Acrobat).

5. The number of results displays at the bottom of the result list. You can page through the

results if there are too many to show on one page (circle #5).



PRINT AN INDIVIDUAL DOCUMENT

The documents that are printed from WebQuote are identical to the documents received in hard

copy format. Documents such as Purchase Orders and Tool Orders are legal documents, unless

otherwise noted with a disclaimer that the document being viewed is a reprint. Individual

Documents can be printed or saved after you open them.

NOTE: It is not possible to print a completed quote in WebQuote.

1. Search for the appropriate document.

2. Click the associated ATP/Order number, RFQ number, or Quote number link to open the

document.

3. Click the File menu and select Print. Follow the prompts on the print menu as you would to

print any other document.

Note: To save the document, click the File menu and select Save As. Follow the prompts

on the save menu as you would to save any other document.



PRINT MULTIPLE DOCUMENTS

WebQuote includes functionality that allows you to print multiple documents at one time, or

save multiple documents in a single electronic file. Currently this function only applies to

Purchase Order type documents, but eventually it will be expanded to work with RFQs as well.

Also, you cannot print completed quotes using this function.

1. Search for the appropriate document using the Advanced Search instructions.

2. Click the box in the first column in front of the documents, or click the box under Select All

to include all documents from the search results list.

3. To create one .pdf file with all the documents included, click Print Selected.

A pop-up window will appear, first showing the status progression of the creation of the .pdf

file, and then displaying the .pdf file itself.

The first page of the file has a list of the ATP/Order Numbers of the documents in the file.

This file is formatted with every second page being deliberately blank, so when the file is

printed on a duplex printer, each document will be on its own page. Use the standard print

or save functionality as you wish.



4. Selecting the Save Selected option works the same way, except that instead of one .pdf file

with all the documents, you will have a zip file of the documents. Select the documents you

want using the boxes in the first column, and then click Save Selected.

A pop-up window will appear showing the status progression of the file, and then providing

a link to the documents to be downloaded.

5. Click the Download Documents link. You will be asked if you wish to open, save, or cancel.



6. Clicking Open will show you that you have created a zip file with the documents you have

selected. You may open the documents, remove or add documents, and then choose to save

the zip file.

Clicking Save will allow you to name the zip file and save it where you want to.



Tool Tracking

REQUIREMENTS

All suppliers using the Tool Tracking functionality are required to have an additional token

granted through Covisint. The Corporate Security Administrator (CSA) at each supplier location

must request this sub-package through Covisint for all users at all site codes.

For additional assistance regarding tokens, sub-packages, or general access information, please

send an email detailing your request to [email protected].

WHAT IS IT?

Tooling Tracking functionality has been created in WebQuote to help Ford better manage its

assets around the globe. Tool Tracking, in conjunction with assigning asset numbers to each tool

in 2009, has created a place for suppliers to keep Ford updated on the latest information on these

tools.

There are three primary reasons a supplier must utilize the Tool Tracking functionality of the

application as follows:

1. Supplier payment is requested for a new tool order or amendment. Consistent with

current policy cited below, the supplier would enter data pertaining to the tools (i.e.

location, photo evidence) that is required to obtain payment from Ford. This replaces this

existing process of sending pictures to an email address when requesting tooling

payment.

2. Component Tools are moved to a new location, and therefore the location of the Tool

must be updated in the WebQuote.

3. A Resourcing action occurs and existing tool are moved to the new supplier. The new

supplier's responsibility is to update the location (at a minimum) to update the record of

where it is located

Consistent with Section 34 of the Ford Production Purchasing Global Terms and Conditions

(PPGTC January 1, 2004) and the Tooling Procurement and Audits Web-Guide, Production

Tooling located on the premises of a Tier I Supplier or its sub-suppliers must be, and remain,

permanently tagged or marked to reflect Ford's ownership of the tool. In addition, suppliers are

required to submit photographic evidence of compliance with the tagging/marking requirements

at the same time as the invoice. Tooling payment is dependent on supplier compliance.

NOTE: The date of the invoice to Ford determines when photographs are required.

For a complete copy of the "Enhanced Supplier Tool Tagging / Marking Requirements and

Revised Payment Approval Process," please visit the following website:

https://web.fsp.ford.com/gtc/docs/supptooltagging.pdf.

mailto:[email protected]

https://web.fsp.ford.com/gtc/docs/supptooltagging.pdf



The Tool Tracking functionality in WebQuote is meant to streamline this process and provide

suppliers a central location to update information regarding tooling.

The Tool Tracking functionality in WebQuote provides:

an easy to use, WebQuote based, method to upload tool photos.

the ability for suppliers to see their inventory of Ford owned tooling, the tool locations,

tool order and part number associations.

an easy method to update tooling information over time (movements, modifications, part

number associations).

North American suppliers launched the Tool Tracking functionality on WebQuote in 2010.

For a copy of the original 2008 and 2009 communications regarding this requirement, suppliers

should contact their Ford Buyer.

GENERAL INFORMATION REGARDING TOOL TRACKING

Tool Tracking information must be updated as Tool status changes. As tooling

components are moved, resourced, etc., the supplier must update the Tool Tracking

information accordingly.

All information entered for Tool Tracking is updateable only by the supplier. The buyer

can make no modifications to information entered.

WebQuote automatically creates Tool Tracking Lines when a Tool Order is approved in

WIPS. WIPS creates Tool Orders when (1) a new tool is required and the location and

pictures are requested from the supplier, or (2) business is resourced for any reason and

information such as pictures and location need updating.

Tool Tracking Lines are created for each individual asset number on a Tool Order. For

example, if one tool order contains five asset numbers, five Tool Tracking Lines will be

automatically created in WebQuote, which must be completed by the supplier.

Although other documents delivered to you are shown on the WebQuote Homepage for

convenient access, Tool Tracking Sheets are not shown on the Homepage when they are

created.

All users registered at your location that have the Tool Tracking permissions in Covisint

will get an email notification that there has been a new Tool Tracking Line(s) created.

This notification may be saved for a later date, a date that may be closer to PSW or closer

to invoicing for the requested tooling. This notification will contain the Tool Order

number and a link directly to the Tool Tracking information in WebQuote.

Tool Tracking has been updated to require the APPC and MPPC for each tool. In order

to complete a Tooling Line Item with all the appropriate information for payment, the

user will now have to provide this information. This is now required for all newly

created tool orders and also any lines that were incomplete on July 28, 2012. For those

items already completed by 7/28/12, it is not a requirement to add this data.



SEARCHING FOR TOOL TRACKING INFORMATION

Scenario: A supplier has a Tool Order that needs to be invoiced. The supplier knows that

before payment can be made, a Tool Tracking Sheet must be completed and images must be

provided. The supplier logs in to WebQuote using the Ford Supplier Portal via Covisint and

searches for the Tool Tracking Sheets using the following method:

From the WebQuote Homepage, click the Tool Tracking button.

The Advanced Search for Tool Tracking screen displays.



Any combination of criteria can be selected on this screen. The more elements that are selected,

the more narrow the search becomes. Use the “What’s This?” links for more information on

valid field entries.

Once search criteria are entered, click Search. All Tool Tracking Information matching the

criteria selected are displayed on the Tool Tracking Information screen.

NOTE: The Tool Order Number field only accepts numbers, not letters. Do not use any letters

in this search field.

NOTE: The Tool Order Number field does not accept letters, only numbers.



COMPLETING TOOL TRACKING INFORMATION

When you are ready to enter your location and upload tool images, access the WebQuote

application either:

from a link in an emailed notification,

or by clicking the WebQuote link on the Applications Tab of your Ford Supplier

Portal via Covisint.

If you access WebQuote from a link within an email, all sheets that have been created against

that particular Tool Order number are displayed.

NON US and Canada:



In this example, 5-digit supplier code was the criteria used in the search, and there are over 500

Tool Tracking Lines to be completed for this supplier code (note circle.) In this case, the user

should modify the search criteria to see all relevant results.

Each line displayed in this search is an individual asset. All mandatory fields (highlighted fields

in yellow) must be completed before payment can be issued properly.

Use the “What’s This?” link under each field name to obtain help on completing the field.

Each line has a header – circled below.

It contains the following important information that is not updateable:

TO Number: This is the system generated Tool Order number from WIPS. This number is also

a link that will allow users with Purchase Order permissions to view the original Tool Order in

WebQuote.

Ford Tooling Asset Number: A unique asset identifier assigned by WIPS to all tool line items

HEADER



on a tool order that have a cost associated with them. Each asset number consists of the Tool

order number, the amendment number and the tooling line number.

End Item Part Number: The part number the tool order has been issued against.

Supplier: The five-digit GSDB supplier code to which the Tool Order was issued.

Complete the line as follows:

1. Select Asset Type by using the dropdown. In this column, an Original Tooling Asset

Number and Supplier Asset Number may also be completed but are not required.

2. Select Tool Status by using the dropdown.

NOTE: The status “In Transit” is used in most all Resourcing actions, even zero-cost tool

orders. “In Transit” will already be selected on Resourced Tool Orders, and because this

is a living document, as it becomes active at the final location, this document should be

must be updated by the receiving location.

3. The Description field is automatically populated with the line item description from the

Tool Order. Note that it cannot be updated.

4. The Notes field is used for any additional important information about the tools

identification. Suppliers can enter information here.

5. In Tool Location, enter the five digit- GSDB code of the tool's physical location. Click

the “Get Address” button. If a valid code was entered, the address is populated and can

be modified once populated.

6. Component Part Number indicates the part numbers that are produced using this

particular line item. Remember, each line completed in Tool Tracking relates to a line

item on a tool order. This field allows suppliers to enter the complete list of parts

produced using this tool.

NOTE: On multiple sheets for the

same Tool Order, use the “Copy From

Above” functionality to save time if

the GSDB code of the current line is

the same as the previous line.



To add more than one part number, enter the part number using the convention provided

and click Add. Repeat for each part number desired.

7. Click Save.

NOTE: This form is not submitted to Ford. It is saved in the database. This feature

allows you to work on any number of lines during any given session using WebQuote. A

user could complete one or two lines of the same tool order and come back tomorrow to

complete more of the same document.

8. The final column on the line is Attachments. It is designed for suppliers to upload

images of the tools, as required by Ford policy.

NOTE: Attachments uploaded here are limited to 5MB per file. See section

below entitled "How do I make my pictures meet the 5MB file size limit for

submission to WebQuote" for more information on meeting this requirement.

9. Click the Upload link and browse to find attachments.

Highlight and attachment and use the Open link to view the attachment or highlight an

attachment and use the Delete link to remove something once it is attached.

Click Save. Move on to the next line item, if applicable, and repeat the above steps.

US & Canada:

If you see the Invoice, PSW and Tool Image Icons (see the blue arrow below) then this tool order can use

the new process via WebQuote and sending paper documents is no longer necessary. The invoice will be

electronically sent by WebQuote to Accounts Payables and they will have access to the same WebQuote

screens to review any files that are attached.



By clicking the upload link just like in the old process it will take you to a screen where you can upload files. The only change is that now you also have to select the attachment type from the dropdown (Invoice, PSW, Tooling Picture or Other) to indicate the type of file attached to ensure all the mandatory information is provided. Invoice files must have an extension of .jpg, .jpeg. .tiff or .pdf to load successfully. If you do not have one of these file extensions on the invoice file you will receive the following error message from the system and the line item will not be complete.

Other attachments for PSW and Tooling Pictures do not have this restriction.

Invoice and PSW files are only required on the first line of the tool tracking lines created for a tool order. All subsequent lines will only require a tooling picture consistent with the current process. There is not a need to attach the invoice or PSW files to every line, it only needs to be attached once. Note: For TO’s using the electronic invoicing method, if a tool invoice includes VAT and the VAT has been deemed recoverable by Ford OGC, a hardcopy of the original invoice including the total tooling amount and VAT will need to be mailed to: Ford World Headquarters Attn: VAT Tax Analyst 7th floor Accounts Payable One American Road, Dearborn, MI 48126



MASS UPDATING TOOL TRACKING INFORMATION

Scenario: A supplier has a Tool Order with multiple items that need to be updated to show new

Tool Locations, Component Part Numbers, or notes. The changes to the Tool Tracking

functionality to allow you to utilize it more efficiently as follows:

1. Additional search criteria were added to allow searching on additional part attributes.

These will be in addition to the search fields already provided and will be listed at the

bottom of the search page.

2. The search box for Tool Order Number and Ford Tooling Asset Number now allows

searching for multiple records at a time by entering multiple values (comma separated).

3. There is now a second type of search called Mass Update. This allows the supplier to

update in mass the following fields

a. Tool Location

b. Notes

c. Component Part Numbers

The primary reason for the Mass update is to allow suppliers to more easily update these fields

on an ongoing basis and will better support updating the data when tools are moved at the sub-

supplier level (Tier 2, 3 etc.). These changes can now be done for 1,000 records at a time for

these fields instead of one by one.

Two searches now available. The default and

primary search is still the advanced search. Mass

Update is primarily used for ease of updating tool

locations that change

Both of these

fields now

allow

searching for

multiple

records at a

time



Mass Search Function

As stated above, the primary reason for suppliers to use the Mass Update Function would be to

update Tooling Locations which will now allow for 1,000 records to be updated at once instead

of one at a time. This could be very valuable to suppliers especially when sub supplier tools are

moved. This allows this process to not be as time consuming and provides efficiency in updating

the data.

First select Mass Update and enter the criteria needed to pull up the data needed for update.

Could be a supplier location or a series of tool order numbers for instance, then click search.

This provides the following result set:

Now you can update any of the fields listed below under Update Fields, select the line below by

checking the corresponding line(s) you want updated and click update to change the data.



If the update has been successful you will see the following success messages and will be able to

see on each record the data has been updated.



HOW DO I MAKE MY PICTURES MEET THE 5MB FILE SIZE LIMIT?

While there are hundreds of options for resizing pictures for web use, here are two methods

that are fairly standard for Windows Operating Systems users. Similar capabilities exist for

Apple products.

OPTION #1:

1. Assuming you have saved the pictures to be uploaded in "My Pictures," click the "Start"

button and select "My Pictures."

2. Find the pictures you wish to upload and select them (Single - by left-clicking on a

picture once or multiple – by holding down the SHIFT or CTRL key and left-clicking

once on the photos.)

3. With the pictures selected, right mouse click once over the selected pictures and select

"Send To > Mail Recipient."



4. In the pop-up that appears, select "Make all my pictures smaller" and click OK.

5. Your email program creates an email message with the resized pictures attached.

6. Select all the pictures in the e-mail note and copy. (Using right mouse click, and selecting

Copy.)

7. Open a new folder using Windows Explorer and paste the pictures in the folder.

8. You will now have a resized set of the pictures for uploading into WebQuote.



OPTION #2: (requires Microsoft Office Picture Manager or equivalent)

NOTE: We recommend saving a copy of the pictures in a separate folder and

performing the following steps on the copies, since this action will modify the pictures,

without backup.

1. Open the folder on your computer where the pictures to be uploaded are stored.

2. Right mouse click over the selected pictures and select Open with > Microsoft Office

Picture Manager.

3. Once Picture Manager opens, select "Picture" from the Menu Bar and pick "Compress

Pictures" from the dropdown menu.



4. A new menu appears on the right side of your screen. Select "Compress for: Web pages".

5. Click OK. You may use the arrows at the bottom of the screen to page through and select

other files in this selected folder to compress.

6. Once complete, exit out of Microsoft Office Picture Manager and save all the modified

files. (This is when creating a new folder for the resized pictures comes in handy; you

won’t have to remember which ones are resized and which ones are renamed, etc.)

7. Upload the resized photos to WebQuote.

Validate that the estimated total file size is under 5MB.

Notice the size of the original picture and the newly resized photo displays for your reference.



Sourcing

REQUIREMENTS

All suppliers using the Sourcing functionality are required to have an additional token granted

through Covisint. The Corporate Security Administrator (CSA) at each supplier location must

request this sub-package through Covisint for all appropriate users at all site codes.

Suppliers need to take action by working with their internal CSA’s to ensure that proper access

for ALL SITE codes is given for the Sourcing token in WebQuote. Ford does not grant user or

site location access for suppliers.

NOTE: We recommend that this token should be granted to only those supplier personnel

who are involved with the Sourcing process and are authorized to enter into sourcing

agreements with Ford Motor Company.

For additional assistance regarding tokens, sub-packages, or general access information, please

send an email detailing your request to [email protected].

BACKGROUND AND BENEFITS

When a new model program is being implemented, personnel from various Ford departments

(Engineering, Purchasing, Finance, STA, etc.) contribute to a product development plan using an

internal system called the Advanced Sourcing Automated Process (ASAP). This new application

interfaces with the existing WebQuote application to provide electronic sourcing document

deliveries to its suppliers. There are five stages in the ASAP timeline where the supplier may

become involved.

Step 1: Supplier On Board Agreement (SOBA)

At a certain point in ASAP, the source for the part is selected. Through WebQuote, the Supplier

is provided a Supplier-On-Board Agreement (SOBA) in which the Buyer commits the sourcing,

provides program timing and other information about the part. The supplier is alerted via email

notifications from WebQuote when to log in to review, download and print the Sourcing

documents.

Electronically, the supplier approves the SOBA and by doing so, agrees to abide by the timing

and conditions as outlined in the letter, thereby joining Ford’s cross-functional team.

NOTE: This is why Ford recommends that only those Supplier personnel who are

authorized to enter into sourcing agreements are allowed access to this portion of the

WebQuote tool.

mailto:[email protected]



Step 2: Program Communication Package (PCP)

At a later point in the product development process, another document, the Program

Communication Package (PCP) is generated, which acknowledges receipt by Ford of the SOBA,

and provides to the Supplier other important documents such as an Early Statement of Work

(ESOW), Design Assumptions, and Commercial Principals. The PCP is also delivered

electronically via WebQuote and can be reviewed and downloaded.

Step 3: 8-Bin Request for Quote

Further along in the development process is the 8-Bin Quote Process which is the first time a

supplier is asked to provide a formal quote for new model parts. (8-Bins of detailed cost

information are gathered from the supplier.) Receiving the data from this quote allows program

management to verify that the supplier-provided information is aligned with key assumptions

and is feasible for the part being sourced. The quote should be calculated using the established

raw material rates (PEL, or Program Economic Level assumptions provided in the RFQ, such as

Automaterials, eRMA, Co-Managed Buys, etc.).

At this point, initial quotes for production tooling and prototype pricing can be submitted to

Ford.

Step 4: Commercial Program Agreement (CPA) Request for Quote

As the program development timeline nears Job1, the supplier will be requested to respond to

another RFQ, this time entitled a CPA (Commercial Program Agreement) quote. The format and

required fields are virtually identical to the 8-Bin quote that the supplier may have responded to

months earlier. The supplier may choose to adjust their pricing, or add additional information

such as tooling or prototype pricing that they did not have available earlier. The process for

viewing the CPA RFQ is identical to the 8-Bin RFQ, so this manual will only describe the

process once.

Step 5: CPA Order

Following the program team’s acceptance of the supplier’s CPA Quote is the issuance of the

CPA Order.



NOTIFICATIONS

The supplier is alerted via email notifications from WebQuote when to log in to review,

download and print the Sourcing documents.

This is an example of the notification the supplier will receive when a Supplier-On-Board

Agreement is available for them to review and approve.

Subject: Supplier On Board Agreement for Switch - Window Regulator on Front Side Door is Available for Review SOBA 6120213-1 is available for review. The SOBA for Switch - Window Regulator on Front Side Door from Rick Schenkel and for supplier site code ARCLA is available for review in the WebQuote system. Please Click the URL https://fim.covisint.com/ap/ford?TARGET=https.... to process the SOBA.

This is an example of the notification the supplier will receive when a Program Communication

Package document is available for them to review.

Subject: Program Communication Package for Glowring is Available for Review PCP 6119857-3 is available for review. The PCP for Glowring from Rick Schenkel and for supplier site code ARCLA is available for review in the WebQuote system. Please Click the URL https://fim.covisint.com/ap/ford?TARGET=https://wwwqa.webquote.ford.com/WQ/viewEsa.... to review the PCP

This is an example of the notification the supplier will receive when an 8-Bin RFQ is available

for them to review.

Subject: 8-Bin RFQ for Reinforcement - Center Pillar is Available for Review 8-Bin RFQ 14404-0is available for review. The8-Bin RFQ for Reinforcement - Center Pillar from Rick Schenkel and for supplier site code ARCLA is available for review in the WebQuote system. Please Click the URL https://fim.covisint.com/ap/ford?TARGET=https://wwwqa.webquote.ford.com/WQ/viewEsa.... to process the 8-Bin RFQ

https://fim.covisint.com/ap/ford?TARGET=https

https://fim.covisint.com/ap/ford?TARGET=https://wwwqa.webquote.ford.com/WQ/viewEsa

https://fim.covisint.com/ap/ford?TARGET=https://wwwqa.webquote.ford.com/WQ/viewEsa



SEARCHING FOR A SOURCING DOCUMENT (SOBA, PCP, 8-Bin RFQ, CPA RFQ, or CPA Order)

There are several methods you can use when searching for the documents for the early sourcing

program. These methods include the following:

Use the lists of documents on the WebQuote Homepage to navigate to the desired

Sourcing document

Use the Advanced Search option to enter additional criteria to search for a Sourcing

document.

These three methods are described on the following pages.

OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND A SOURCING DOCUMENT

The body of the Homepage shows users a "snapshot" of their current activity in WebQuote. The

newest Supplier-On-Board Agreement (SOBA) documents are listed in the "Open Requests"

section. You must have the appropriate service package assigned to you to be able to view and

respond to a SOBA.



1. Click the link in the RFQ Number column to open the desired SOBA, 8-Bin RFQ, or

CPA RFQ. In this case, the RFQ number is the PSA (Project Sourcing Action) number.

Note: If the document you want to open is not listed in the "Open Requests" section, click

the See All Open Requests link at the bottom of the section then click the link in the RFQ

Number column.

The SOBA or RFQ displays (SOBA shown in example below).

The Program Communication Package and CPA Order documents are listed in the “Recently

Approved Orders” section.

1. Click the link in the ATP/Order Number column to open the desired PCP or CPA Order.



Note: If the document you want to open is not listed in the "Recently Approved Orders"

section, click the See All Approved PO’s link at the bottom of the section then click the link

in the ATP/Order Number column.

The document displays (PCP document shown in example below).

OPTION #2: USE THE ADVANCED SEARCH FOR SOURCING DOCUMENTS


1. To run an advanced search for sourcing documents, click [Sourcing] at the top of the screen.





results is restricted by selecting more options from the available fields. If you are confused

about what type of information should be entered in the field, click the What's this? link under

the field name.




Note: Document Number and Part Number all have a drop down list containing four

options, "is (exactly matches)", "contains", "begins with", or "ends with". Select "is (exactly

matches)" if you know the whole number. Select "contains", "begins with", or "ends with"

if you only know part of the number.

Note: Status has a drop down list containing five options, “open”, “accepted”, “received”,

“rejected”, or “obsolete”.


click the Home link.






REVIEWING THE SOBA DOCUMENT

1. Review the SOBA information displayed on the screen.

Status:

Open New document, or one that has not been

‘signed’ and sent back to Ford

Accepted Supplier has ‘accepted’ document and

sent it back to Ford

Received (not valid for SOBA search)

Rejected Supplier has ‘rejected’ document and sent

it back to Ford

Obsolete Document is past the due date with no

response sent back to Ford



Attachments tab: This tab lists all of the attachments. The number on the tab is the

number of items attached to the SOBA. Click the link for the attachment to open and

view the attachment.

2. Click View Print Agreement to view the SOBA in .pdf format. It can be printed, if you

wish.



ACCEPTING A SOBA

Accepting the SOBA indicates to Ford that you are committing to sourcing for the future model

programs indicated.

1. Open the SOBA document.


3. The current user’s name will be affixed to the document when it is sent to Ford. Type the appropriate Job Title in the highlighted field (required).

4. Click View Print Agreement to view the SOBA in .pdf format. It can be printed, if you wish.

5. Click [Accept] to send the SOBA to Ford, thereby acknowledging your commitment to the sourcing.



REJECTING A SOBA

Rejecting the SOBA indicates to Ford that you are not committing to sourcing for the future

model programs indicated. You should follow up with communications to the program team

outlining your reasons for rejecting the document.


2. Click [Reject] to indicate to Ford that you are not committing to this sourcing.



REVIEWING THE PROGRAM COMMUNICATION PACKAGE (PCP) Receiving the Program Communication Package (PCP) acknowledges receipt by Ford of the SOBA, and provides to the Supplier other important documents such as an Early Statement of Work (ESOW), Design Assumptions, and Commercial Principals.

1. Review the PCP information displayed on the screen.

Status:

Received Ford validated SOBA and PCP is available

Attachments tab: This tab lists all of the attachments to the PCP. Click the link for the

attachment to open and view the attachment.

2. Click View Print Agreement to view the PCP in .pdf format. It can be printed, if you wish.



REVIEWING AN 8-BIN RFQ OR CPA RFQ The supplier will receive an email notification that there is an 8-Bin RFQ or CPA RFQ document for their review. The process of searching for and opening an 8-Bin RFQ or CPA RFQ is the same as for a regular Production or Prototype RFQ, though the information being requested is different.

1. From the WebQuote Homepage, click on a blue hyperlink to access a document.



2. The RFQ displays.

The top of this screen, otherwise referred to as the header, shows important information such

as Round and Status information, Bid Due Date, Time Remaining, and Issue Date. Review

this information before continuing to complete the quote.



Below the header is the line level information Notice that this section is designed with TABS.

Each tab contains different information for you to review. Navigate from tab to tab by

clicking on the title of the tab.

Review the RFQ completely. The following information and functionality is available

for your review from this screen:

There is a button [GO TO QUOTE]. More on this button in the next section.

For now, we will review the tabs contained on this screen.

RFQ Overview Tab – Contains general header level information such as

Commodity Name, Model Year and Program/Platform name, MP1 Date,

Requestor/Engineer, and Buyer.

My Information Tab – Contains supplier-specific information such as supplier

code, supplier name, a link to start to submit the quote, and a links to print the

RFQ or (later) the completed quote. Click on Print RFQ to generate a PDF copy

of the document. Adobe Reader is required for this functionality.



Line Items Tab – Contains information relating to the line items on the RFQ.

There may be only one line indicating a single part, or multiple lines if the PSA

includes multiple parts.

Program Economic Level (PEL) Tab – Contains the Programs Economic Level

(PEL) information that it is assumed the supplier will use to calculate their quote.

Supplier Name



Attachments Tab – Contains any documents attached to the RFQ by the buyer

for supplier review. Click on the blue hyperlink to access the documents which

have been attached.

NOTE: There is a 5MB per file size restriction for attachments.

Clauses Tab – This tab contains remarks from ASAP added by the buyer.

Review these closely. These are not editable.



COMPLETING THE 8-BIN OR CPA QUOTE

For all scenarios in WebQuote, the basic procedures of what to "pick and click" are similar. The

best advice is to READ THE SCREEN CLOSELY to make sure of what you are doing at what

time.

NOTE: There is an automatic system time-out for non-activity set for 30 minutes, so please

save your work periodically, and especially before you leave your desk, take a phone call,

or leave your screen to do a non-WebQuote task. You will be given a warning at 25

minutes that the time-out will occur. The message reads:

RESPONDING TO AN 8-BIN OR CPA RFQ/QUOTE

To start the process of completing the quote:

1. Click [Go To Quote] from the View Request for Quote screen, or click Continue to Draft

Quote from the Bidding Suppliers tab to start creating your quote.

OR

Supplier Name



2. The Quote screen displays. Note that it is a scrolling screen, with all general quoting

requirements and additional links on one screen for your convenience. Some important

fields to note are called out below.

Use this link to navigate back to the RFQ.

Use these links to enter Production tooling information, or Prototype Pricing information

Mandatory: Information for all fields must be completed.



Use the "What's This?" links to get more information on how to use a field in WebQuote.

Mandatory: Complete the Confirmation of Quoting Assumptions questions, with explanation if the answer is ‘No’.

Use this area to add attachments to the quote. Note the limitations on size of the attachments.

Mandatory: Select Feasible or Not Feasible. If selecting Not Feasible, a reason must also be selected.

Use the "Save" button to save your work and continue on with this same page, or use the "Continue to Submit" button if you are finished with the quote and would like to start the submit to the buyer process.



3. Start your quote response by scrolling down to the Line Items area of the screen, shown

below.

4. Complete the appropriate fields for each line item.

5. The Shipping Location field has two ways of being completed.

a. Use the pull-down list to select a GSDB code fed from the ASAP system.

b. Use the pull-down list to select the Add Ship Code option.

then,

c. When manually adding a ship code, type the 5-digit GSDB code of the site.

WebQuote will validate with GSDB that the code is legitimate and related to the

same parent code as the quoting supplier code.

6. The Sub Total and Total Price fields will be calculated by WebQuote as data is entered

in the other fields.

7. If only a total price is to be printed, enter it in the Sub Total field and it will populate the

Total Price field.

8. Click [Save]. The information is now saved and your quote is in DRAFT status. You

may leave this screen, or even leave WebQuote, and your entered information is retained.



Note: It is important to note that suppliers may enter information in whatever order they

decide. Remember to save your work as you complete the screens. WebQuote will hold

the data, if saved, until the supplier decides to submit the quote to the buyer. When you

have entered information and saved it correctly, WebQuote displays a message indicating

changes have been saved (see below.)



9. Continue down to the Supplier Contact Information. This section is mandatory for each

quotation.

Note: Remember that mandatory fields are shaded in yellow or flagged with a red

asterisk.

10. Proceed to the Additional Information section. The Feasible/Not Feasible section is

mandatory.



11. If desired, enter any notes to the buyer, including additional information if the feasibility

sign-off selection was Not Feasible. Supplier Reference Number is a supplier’s internal

number assigned to a proposal or quote. This is for supplier cross-reference purposes

only.

12. Answer the Confirmation of Quoting Assumptions questions, adding short explanation

for all No responses. The Confirmation of Quoting Assumptions section is mandatory.

Add any attachments that are required to accompany this quote see page 48 of this

manual for instructions).

13. Click [SAVE]. A confirmation message is displayed at the top of the screen.



ADDING PRODUCTION TOOLING TO THE QUOTE

Suppliers have the option to add production tooling to their 8-Bin or CPA quotes.

1. After completing the primary quote information described above, save the quote as a

draft and go back to the top of the quote page. Click Click here to Add Tooling.

2. Enter details for each tool on a separate line. For each tool, select the part or parts

impacted by the tool (hold the CNTL key as each part is selected to highlight multiple

parts). Continue adding normal and maximum tooling capacity, lead time, cost, country,

and currency for each tool.

3. Click [SAVE] to save the tooling information as a draft. When completed, click [SAVE

AND RETURN].



ADDING PROTOTYPE PRICING TO THE QUOTE

Suppliers have the option to add prototype pricing to their 8-Bin or CPA quotes.

1. After completing the primary quote information described above, save the quote as a

draft and go back to the top of the quote page. Click Click here to Add Prototype

Pricing.

2. Enter the part number, piece price or multiplier, tooling (if any), select the currency, and

enter prototype tooling lead time (if tooling was entered).

Note: Multiplier is a number that represents a multiple of the production cost of the part

to derive the price to pay for prototypes. Either a piece price or multiplier must be

provided for each part quoted, however you can only submit one or the other.

3. Click [SAVE] to save the prototype information as a draft. When completed, click

[SAVE AND RETURN].



SUBMITTING THE QUOTE

1. Once you have entered all of your quote information, click [CONTINUE TO SUBMIT]

from the Quote screen (shown below.)

Note: If you want to save the quote to work on it another time, or you aren’t quite ready

to submit it back to the buyer, click [Save].

2. Review the Quote Summary. If the quote is not correct, click the Back to Previous Page

link at the bottom of the page, or the "breadcrumb" links at the top of the page to make

corrections.

3. Click [Submit Quote] to submit the quote to the buyer. The Quote Confirmation

message displays.

Successful quote message:



REVIEWING THE CPA ORDER

The CPA in WebQuote contains two parts which make up the CPA: the CPA RFQ/Quote and

the CPA Order. Only after completing both parts will the CPA submission be considered

complete.

The appropriate order is to open the Order to “Accept CPA” or to “Respond with Quote Only.”

Clicking the appropriate button from the order page has the following result:

Accept – Accepts the CPA which completes the Action. The supplier will not be able to

send a quote back after they click [Accept CPA].

Respond with Quote Only – Allows the supplier to send the quote information back the

buyer. Once the user clicks [Respond with Quote Only] they will be prompted to go to

the quote screen which allows them to fill out the quote and submit it to the buyer.

Begin by reviewing the CPA Order document.

1. Open the CPA Order document.



2. Review the CPA Order information displayed on the screen.

Status:

Open New document, or one that has not been

‘signed’ and sent back to Ford

Accepted Supplier has ‘accepted’ document and its

content (including targets) and sent it

back to Ford

Responded Supplier had found a problem with the

document. This allowed the Supplier to

send a new quote back to the Buyer for

review.

Attachments tab: This tab lists all of the attachments. The number on the tab is the

number of items attached to the CPA Order. Click the link for the attachment to open

and view the document.

3. Click View Print Agreement to view the CPA Order in .pdf format. It can be printed, if

you wish.



ACCEPTING THE CPA ORDER

Accepting the CPA document means you believe that you can meet the targets.




4. Click View Print Agreement to view the CPA Order in .pdf format. It can be printed, if you wish.



5. Click [Accept] to notify Ford that the CPA Order document is acceptable to you. Clicking the Accept button means that you agree to the CPA and all its content including targets. Clicking Accept is final and will not allow any modification to the CPA.

6. You will receive the following message:



RESPONDING TO THE CPA ORDER

Responding to the CPA Order document using the “Respond with Quote Only” option will alert

Ford that you have an issue with the document and wish to requote.




4. Click View Print Agreement to view the CPA Order in .pdf format. It can be printed, if you wish.



5. Click [Respond with Quote Only] if you cannot approve the CPA and require further modification of the CPA document. This will allow the buyer to update the CPA if required and send it back to the supplier.

6. The following message will appear and prompt you to click the link to the Quote screen.

7. Please refer to instructions starting on page 111 for how to complete the CPA quote (using the same instructions as for the 8-bin quote). Acceptance of this CPA could then occur in the future via WebQuote when the buyer creates a new iteration of this CPA that would go back to the buyer for a response.



Getting Help

SCREEN HELP

The screens of WebQuote are used for both production and non-production purchasing. Because

of this, the fields may have different meanings to different users. If you are confused about what

type of information you should enter into a field, click the What's this? link near the field. A pop

up window will display with a description of each field.

WEB AND TELEPHONE ASSISTANCE

SUBMITTING A REQUEST FOR HELP VIA THE WEB

If the documentation and on screen field descriptions have not answered your question, submit a

request for assistance through the web. Complete the following steps to submit a request for

assistance through the web.

1. From the WebQuote Homepage, click Contact Us in the upper right corner.

2. Follow the prompts to report your problem.



CALL THE HELP DESK

If all other methods of obtaining help fail, you should call the help desk directly. However, do

this as a last resort. Often the information you need is available through the methods described

previously, and the Customer Care Representatives will ask if you have tried the other methods

first.

1. Before calling the help desk, compile the following information and answers to the

following questions. The Customer Care Representative will request this information. The

more information you can provide the faster and more accurately your problem can be fixed.

Your organization's name and/or code.

Your department name and/or code (if applicable).

Your manager's name and CDS ID (if applicable).

Can you access WebQuote at all?

Can other users in your area or department access WebQuote?

Is the problem preventing you from completing tasks in WebQuote?

If so, be sure to tell the help desk representative that this is a high priority.

Are other users in your area or department encountering the same problem or able to

duplicate your problem?

Are you receiving an error message? If so, write down the exact error message.

Write down any relevant document or item numbers, such as the following:

Covisint ID or equivalent FSN ID

GSDB site code

e-mail address

Company name

Part numbers

2. From the Web Quote Homepage, click Contact Us and look for the link that offers the

appropriate phone numbers for your area.

3. Locate the helpdesk telephone number for your area, dial the number, and provide the

Customer Care Representative the information you gathered in step 1.

Important: Be sure to indicate that you are a WebQuote user.