Approve Supplier Agreement Quotation
Explanation
This activity is used to decided which quotation to approve and which to reject. When
you approve a quotation, you have several procedures from which to choose. Some of them
include the conversion into a supplier agreement and printing the rejection letter. When converting the quotation into a supplier
agreement, you can add the quotation to an existing supplier agreement or
create a new supplier agreement.
- You can approve the chosen quotation and directly convert it
into a supplier agreement. When requested, you can indicate whether you want to print the
rejection letters right away.
- You can approve the chosen quotation and delay the conversion into a supplier
agreement.
When requested, you can indicate whether you want to print the
rejection letters right away.
- You can reject one or more quotation lines without approving any of them. When
requested, you can indicate whether you want to print the
rejection letters right away.
Note: Quotations for assortments can result only
in a purchase agreement.
The ship via code that is used in the converted
supplier agreement must exist on all the supplier addresses that are being used.
Prerequisites
- The supplier agreement quotation replies from the suppliers must have been entered and saved in
the Supplier Agreement
Quotation window.
- The quotation line must be in the Answered status.
- The supplier category must be Supplier.
- Normally, supply chain parameters should be defined
for the supply chain relation. For external suppliers, this can be done in
the
Supplier to Site Supply Chain Parameters window, and for
internal suppliers this can be done in the
Site to Site Supply Chain
Parameters window.
System Effects
- The quotation is approved and receives the Converted status
when a supplier agreement is created. A message displays the assigned supplier
agreement number and
line number. The other quotations receive the Rejected status. The rejection letters are
printed, provided that the print feature is used. If a new
supplier agreement is created, it receives the Planned status. Any
defined ship via codes, delivery terms, and payment terms, will be valid for the
supplier agreement. If supplier's part number and description
differs from values in the Supplier for Purchase Part
window, then a message will be
given and the supplier for purchase part will be updated.
- The quotation is approved, and the status is updated to
Approved. The other quotations receive the Rejected status, and rejection letters are
printed provided that the print feature is used.
- The quotation is rejected, and the status is updated to
Rejected. The other quotations are still in the Answered status.
- If the approved supplier agreement was created from IFS/Project or
IFS/Project Delivery, the supplier price will be updated or overwritten in
the project records with the agreed price from the approved supplier agreement.
- If the purchase part is taxable, the tax code will
be retrieved from the supplier for purchase part. The amounts inclusive of tax will be automatically
calculated and displayed in the respective tax fields.
Window
Supplier Agreement Quotation Approval
Supplier Agreement Quotation Approvals
Related Window Descriptions
Supplier Agreement Quotation Approval
Supplier Agreement Quotation Approvals
Quotation to Supplier Agreement - Parameters
Create Supplier for Purchase Part
Procedure
Approve a quotation and convert it into a supplier agreement:
- Query for the appropriate quotation.
- Select the line for the quotation that you want to accept, right-click and
then click Approve Line.
- If the supplier's part number or the description on any of the
lines differ from values in the Supplier for Purchase Part
window, a message appears,
click OK to update the supplier for purchase part or Cancel to
cancel approving.
- On the message that appears, click Yes to create a supplier agreement.
- The Quotation to Supplier Agreement - Parameters dialog box will open.
- To create a new purchase agreement: Decide whether it is going to be a
purchase agreement or a blanket purchase order (purchase agreement is set as default).
Optionally, enter the supplier agreement group and the supplier's agreement reference, and change the maximum amount. Click
Create New.
- To add the quotation to an existing supplier agreement: Decide whether it
is going to be a purchase agreement or a blanket purchase order. Choose from the
available supplier agreements in the table, and enter the supplier agreement number in the Add to
supplier agreement field.
Click Add To Supplier Agreement.
- A message displays the assigned supplier agreement number and line number.
To confirm, click OK.
- A new message appears querying whether you want to print rejection letters for all
other quotations.
- Answer Yes and the Report Print dialog box opens. Print the
rejection letters by clicking OK.
- Answer No and no rejection letters will be printed at this time.
Approve a quotation without converting it into a supplier agreement:
- Query for the appropriate quotation.
- Select the quotation line that you want to accept, right-click and then
click Approve.
- On the message that appears, click No if you only want to approve the line and create
the supplier agreement at a later time.
- A new message appears querying whether you want to print rejection letters for all
the quotations.
- Click Yes, and the Report Print dialog box opens. To
print the
rejection letters, click OK.
- Click No, and the rejection letters will not be printed at this time.
Reject a quotation manually.
- Query for the appropriate quotation, and select the line you want.
- Optionally, to enter a note, right-click and then click Notes.
Enter and save the note. Click OK to close the dialog box.
- Click Reject from the operations menu for the quotations
being rejected.
- A message appears querying whether you want to print the rejection
letters.
- Click Yes, and the Report Print dialog
box opens. To print the rejection letters, click OK.
- Click No, and the rejection letters will not be printed at this time.
- Click Cancel, and the quotation will not be rejected.
Note: If you want to enter a note for the quotation line, be sure to do this
before the quotation line is converted or rejected.
If the combination of purchase part and supplier is not entered, a
Create
Supplier for Purchase Part? dialog box will appear when you approve the quotation.
Click Yes if the displayed information is correct. Otherwise, correct the information,
and then click Yes.