Enter Supplier Agreement Part Request Line
Explanation
The request for quotation is built in two levels, consisting of a request header and
one or more request lines. The lines are divided into
two tabs, one where you enter the purchase parts and one where you enter supplier
assortments. Supplier agreement request lines for purchase parts, both inventory and non-inventory
registered, are entered in the
Part Request Lines tab.
The supplier agreement request for quotation can be entered manually. If it is connected to a
project, it can also be processed from IFS/Project Delivery or IFS/Project. If
the request is connected to a project, the lines will be filled in
automatically based on the information in the part quotation list. By right-clicking and then clicking
Create Part Request Lines, you can search for specific purchase parts or inventory parts, and then automatically add them as part request lines.
The price and tax calculations are controlled by the setting on
the Use Price
Incl Tax check box. The default setting of the check box is retrieved from the
site. The setting can be changed before saving, if necessary.
Prerequisites
- A request for quotation header must have been entered and saved.
- The demanded part(s) must have been entered in the purchase part record.
- The technical coordinator, if applicable, must have been entered
in
Inventory Basic Data/Technical Coordinators.
System Effects
The desired purchase parts are connected to the request for quotation.
Window
Request for Agreement Quotation
Related Window Descriptions
Request for Supplier Agreement Quotation
Request for Supplier Agreement Quotation/Part Request Lines
Create Part Request Lines
Procedure
If adding one line at the time (used for a limited number of lines):
- Either populate or query for the appropriate request for the supplier
agreement quotation.
- Select the
Part Request Lines tab for the desired supplier
agreement quotation.
- Select New.
- In the Part No field, enter the part number for the request line, either manually or by
using the List of Values. In the Quantity field, enter the quantity for the complete
supplier agreement. In the Standard Order Qty field, enter the quantity for each order. In the Purch
U/M field, the unit connected to the purchase part is displayed. It is possible to change
this unit if necessary. In the From Date and To Date fields, enter the validity period
for the supplier agreement. The To Date field may be left empty.
- Repeat steps 3 and 4 for all purchase parts you want to include.
- Save when completed.
If adding several lines at the time:
- Either populate or query for the appropriate request for the supplier
agreement quotation.
- Select the
Part Request Lines tab for the desired supplier
agreement quotation.
- Right-click and then click Create Part Request
Lines.
- To find the parts you want to request, enter your search criteria in the selection part of the window. You can manually enter the search criteria or use the List of Values to select them.
- In the Quantity field, enter the total quantity for the
supplier agreement line. This value will be the same on all created lines.
- In the Standard Order Qty field, enter the standard quantity for
the supplier agreement line. This value will be the same on all created lines.
- Use the From Date and To Date fields
to define the validity period
for the supplier agreement. You may leave the To Date field empty. The dates
should be the same on all created lines.
- Click OK when completed.
The system will automatically populate other fields with a default value. The purchase U/M value will be retrieved from the part record, and the technical coordinator will be retrieved from the purchase or inventory part record, if those values were entered on the record. If no values for these fields were entered on the records, the fields for this window will be empty.
Optional steps (remember to save your entries):
- Change or add miscellaneous information, such as notes and document
text.
- Specify or change the technical coordinator either manually or by using the List of Values. If a technical coordinator has been entered for the purchase part (or inventory part), this technical coordinator will be defaulted to the
request for supplier agreement quotation.