TER Management System

TER List

TER List — Technical Evaluation Records (PR)

Central workspace for all PR-based technical evaluation records.

Active records — overview

0

↗+0% wk

0 in progress 0 awaiting approval 0 overdue 0 delivered

Total TER

0

In Progress

0

Awaiting Approval

0

On Hold

0

Overdue

0

Delivered

0

Total Items

0

Total Cost (USD)

$0

PR DB updated: — Stock DB updated: —

TER No ↕	PR / CON No ↕	Revision ↕	PR Priority ↕	Type ↕	Title ↕	Bidders ↕	Items ↕	Line Cost ↕	Status ↕	Next Action ↕	Risk ↕	Updated ↓	Technical Evaluator	Record Owner

0–0 of 0

Rows per page 1

—

Всего TE

—

В работе

—

Завершено

—

На рассмотрении

Все оценки

Название	PR No	Биддеры	Позиций	Статус	Изменено	Инженер

OTA:

0 / 0

Фильтр:

№	PR No	SAP	Описание	HS Code	Склад	Кол-во	Ед.	Серт.	Серт. описание	Производитель	Part No	Excess in PR	Transfer Qty	Transfer From	Proposed Qty

—

TER Title

—

TE No.

—

PR No.

—

Revision

Rev.0

TER Status

—

Demand Review

—

Tech Comparison

—

Default Mode

Informative Only

Technical Evaluator

—

Items

—

Duplicate SAP

0

Cross-TER Conflicts

0

Source Data

—

SLA Usage

—

Risk

—

Total PR Qty

—

Supplier Quoted Qty

—

Sys Suggested Buy

—

Applied Qty

—

PR Excessive Qty

—

Other PM (avail/raw)

—

Possible PM Transfer

—

Same TER conf

—

Hard conflicts

—

Soft reservations

—

Full Scope Kept

—

Mgmt Decision Req.

—

Validation Issues

—

💵 Potential Saving (USD)

—

💵 Actual Saving (USD)

—

	#	PR / RFQ Information									PR Excessive at PR Stock									Other PM Availability			Allocation Control						System Recommendation				Applied Decision						Financial		Reason / Note		Validation
	#	PR No	SAP	Material Description	UoM	PR SLoc	Orig PR Qty	RFQ Qty	Quoted Qty	Quoted Status	Balance	Open PR	Open PO	Reserved	Max Level	RP Level	Forecasted	PR Exc Qty	PR Exc Result	Other PM SLocs	Detected Other	Best Src	Group ID	Same TER	Other TER Hard	Other TER Soft	Available	PM Transfer	Sys Buy	Rec Result	Pot. Saving	Conf	User Buy Qty	Usage Mode	Applied Decision	Applied Qty	Conflict	Linked	Line Cost	Act. Saving	Reason Code	Reason Note	Status	⋯

Demand Quick Summary (TZ §34)

Total PR Value—

Supplier Quoted Value—

Recommended Value—

Applied Value—

Potential Saving—

Actual Saving—

PR Excessive—

Raw Other PM—

Available Other PM—

Possible Transfer—

Full Scope Kept Items—

Same TER conflicts—

Cross-TER Hard—

Cross-TER Soft—

Mgmt Decision Req.—

Open PR Qty Calc Scope

Учитывает ли ZW33 поле "Quantity in PR" нашу текущую TER PR-линию. Влияет на Recommendation Confidence.

Source Data & Freshness

PR Database—

PO / Call-off—

Stock (ZW33)—

MRP (ZW39)—

Reservations—

Storage Matrix—

TER Allocation Reg.—

Validation Summary 0

Нет проблем

By Storage Location

—

TER No.

—

PR No.

—

TER Status

—

Demand Review Status

—

Technical Evaluator

—

Discipline

—

Currency

USD

Source Data

—

Last Recalculation

—

Items

—

View Mode:

Total PR Qty

—

Sys Suggested Buy

—

Applied Qty

—

💵 Potential Saving

—

💵 Actual Saving

—

Same TER Conflicts

—

Cross-TER Conflicts

—

Items Requiring Review

—

Engineer Source Selection Required

—

#	SAP	Material Description	PR SLoc	PR Qty	Demand Signal	Other PM Signal	Detected Other PM Qty	Transfer Source Decision	Conflict	Sys Suggested Buy	Decision Mode	Applied Qty	Potential Saving	Actual Saving	Status	Details

Time	User	Action	Field	Old Value	New Value	Item

Smart View v2.8

View Mode:

Demand Review Control Summary

Smart operational snapshot of review progress, savings, Other PM utilization and actions requiring attention.

—

— lines — completed 💲 — actual saving — Same TER — No Buy — Missing Reason

Line Review Status

Progress of demand review lines

— Completed

Total—

Reviewed—

Pending—

Financial Impact

Savings identified vs actually applied

— Saved

Potential—

Actual—

Gap—

Realization—

Other PM Utilization

Detected transfer potential and actual use

— Used

Detected—

Used—

Remaining—

Usage—

Action Required

Items requiring engineer attention

— Open Conflicts

Same TER—

Cross-TER—

No Buy—

Hold—

Missing Reason—

Manual Overrides—

Data Basis

Source Data Bundle used vs latest

—

Used—

Latest—

Line-level drift—

#	PR No.	SAP	Material Description	Operational Item Criticality	PR SLoc	Original PR Qty	RFQ Qty ✎	Bidder Qty ✎	Demand Signal	Other PM Signal	Detected Other PM Qty	Current Balance	Used Other PM ✎	Remaining (group)	Transfer Source Decision	Conflict	Linked	Qty Reduction Source	Sys Suggested Buy	Decision Mode	Applied Qty ✎	Badge	Reason / Justification	Potential Saving	Actual Saving	Status	Reviewed	Details

Time	User	Action	Field	Old Value	New Value	Item

Smart View v2.9 — Group-Level Allocation

TER No.

—

PR No.

—

TER Status

—

Demand Review Status

—

Technical Evaluator

—

Discipline

—

Currency

USD

Source Data

—

Last Recalculation

—

SAP Groups

—

Items

—

View Mode:

Total PR Qty

—

Total RFQ Qty

—

Total Bidder Qty

—

Total Applied Qty

—

Total Other PM Detected

—

Total Used Other PM

—

Total Remaining Other PM

—

💵 Potential Saving

—

💵 Actual Saving

—

Same SAP Code Groups

—

Same TER Conflicts

—

Cross-TER Conflicts

—

Items on Hold

—

No Buy Items

—

#	PR No.	SAP	Material Description	PR SLoc	Original PR Qty	RFQ Qty ✎	Bidder Qty ✎	Demand Signal	Other PM Signal	Detected Other PM Qty	Used Other PM ✎	Remaining (group)	Transfer Source Decision	Conflict	Linked	Sys Suggested Buy	Decision Mode	Applied Qty ✎	Badge	Potential Saving	Actual Saving	Status	Details

Time	User	Action	Field	Old Value	New Value	Item

Smart View v2.9 — Group-Level Allocation

—

TECHNICAL EVALUATION FORM

To:

—

From:

—

Date:

—

Cc:

—

Subject:

—

PR XX/XXXX – —

ID	Vendor Name	Total	Accept.	Cond.	Clarify	Rejected	Not Qtd	N/A	Incompl.	Accept. %	Technical Proposal Status

Technical Criteria Summary

Bidder	Specifications / Technical Details	Certificates and Documents	Delivery Time (ROS, ETA)	Sanctions	Preservation Requirement	Overall Technical Status

Form Status

Состояние—

Текущая версия—

Locked версия—

Hash сейчас—

Final Form Readiness

—

Source Differences View

—

Generation History

Нет версий

Что в snapshot?

Snapshot — это слепок данных, на основе которых сформирована форма: bidders, items, evaluations, clarifications, шапка memo. Source hash = sha256(snapshot). Если что-то меняется → форма помечается Regeneration Required.

—

Добавить позицию для кларификации:

№	SAP	Описание	TC	Вопрос компании	Ответ поставщика	Финал

—

⏳ Загрузка…

Create TER

New Technical Evaluation Record (PR)

Step 1 — Select one PR and materials

TER № —

1 Select PR and Scope Current step

2 Data Completion Next step

3 Validation & Creation Next step

1. Search and Select PR

PR # / Subject of PR *

Evaluation Type *

—

PRs in your scope

scoped by Technical Evaluation position (B2B)

PR Approval Status ⓘ

Fully Approved—

Under Approval—

TER Processing Status

Initiated (Started)—

Planned—

Forecasted—

Tips

System will check whether selected PR is already linked to existing TER.
At least one PR line must be selected for technical evaluation.
Evaluation Type defines validation rules, required fields and downstream workflow.
After Step 1, selected PR lines will be loaded into TER Draft for data completion.
Your progress is auto-saved — you can close the page and resume later.

✓ Autosaved —

1. PR Context

PR No.

—

Subject of PR

—

Total Lines

—

Estimated Value

—

Stoloc: —

Required Date: —

PR Status: —

2. Supplier Participants (Bidders)

Bidders added: 0

3. Memo Header & Evaluation setup

From: *

Memo Date: *

To: * name or personnel № (Ctrl+Space)

Memo CC (optional)

Enter the names of persons to appear in the CC section of the Memo. Separate multiple names with a semicolon (;).

Technical Evaluator name: *

Evaluation Duration, days: *

Memo Language: *

Evaluation Start Date: *

Full Subject (Subject of Memo / Title of TE): *

Memo Text

Fields marked * are required.

Memo Preview

INTERNAL MEMO

From:— Date:— To:— Cc:— Subject:— Tech Eval:— Eval period:—

—

0

Bidders

0

Lines

$0

Total Cost

Fill in required fields

1. PR Review

PR No.:—

Total Lines:—

Total Cost, USD:—

Evaluation Type:—

Subject of PR: —

2. Bidders Summary

Required Bidders: 3 · Added: 0 · Valid: 0 · Warning: 0

#	Vendor Code	Vendor Name	Vendor Status	Block Status

3. Memo Header Summary

From:—

Memo Date:—

To:—

Cc:—

Subject of Memo / Title of TE:—

Memo Text:—

4. Evaluation Parameters

Technical Evaluator:—

Evaluation Duration, days:—

Memo Language:English

5. Final Validation Results

PR & Source Data Checks

Bidders Checks

Memo Checks

Workflow Checks

6. Initial Status After Creation

TER Status

Created

Workflow Status

In Progress

Demand Review

Draft / Not Started

Bid Comparison

Not Started

TE Form

Draft

SLA Counter

Starts from creation date

ⓘ After clicking Create TER, TER status transitions from Reserved (Not Created) to Created.

Final preview

INTERNAL MEMO

From:— Date:— To:— Cc:— Subject:— Technical Evaluator:— Evaluation period:—

👥

0

Bidders

📦

0

Lines

$

$0

Total Cost, USD

What will be created

✓TER Header ✓TER Items ✓Bidders ✓Memo Header ✓Rev.0 ✓Audit Event

📋

Create TER (CON) — Call-Off

Загрузите CON Database

Revise TE

Technical Evaluations (PR)

Seq	PR No	TER No	Название	Rev.	Биддеры	Позиций	Этап	Статус	Revision	Изменено	Инженер	Риск	Действия

Revise TE

Technical Evaluations (CON)

Seq	CON No	TER No	Название	Rev.	Биддеры	Позиций	Этап	Статус	Revision	Изменено	Инженер	Риск	Действия

Material Urgency Requests

Shift Handover

Ticket No.	Priority	Status	Current Action	Type	SAP Code	Material	Qty	UoM	Required	Requester	Shift Relief	Supervisor	PR No.	TER No.	PO No.	Updated	Actions

Update Master Database

Загрузка справочников из SAP

Admin

Администрирование

Журнал действий

Загрузка...

Пользователи и роли

Username	Имя	Должность	Роль

Material Urgency — Workflow Role Eligibility

Какие должности (position_title) допускаются как Ticket Coordinator и Material Item Responsible. Это справочник Master Data — кандидаты в назначениях берутся отсюда. Внешние функции (Warehouse, Procurement, Expeditor, Technical Evaluator, Cataloguing, Logistics, CM, MDEV) сюда добавлять не нужно — они только External Dependency.

Workflow Role
Position Title

Workflow Role	Position Title	Польз.	Статус

Справочник сертификатов (ZM80)

Загрузите ZM80 — система запомнит Material → QA Code и подтянет при импорте ME5A.

Записей в справочнике

—

📂

Загрузить / обновить ZM80 справочник

.xlsx, .xls, .csv

Колонки матрицы

Серт. код Серт. описание Производитель Part Number HS Code

Формула итогового решения (Final)

Правила проверяются сверху вниз — первое сработавшее определяет итог.

		#	Правило	Условия	Итог

Пользователи и роли

Username	Имя	Должность	Роль

Material Urgency Requests

Create Material Urgency Ticket

Ticket