Enter Agreement Quotation Data
Explanation
In the Agreement Quotation window, enter the quotation replies received for the
supplier agreement requests. The supplier agreement
request contains information needed to create a supplier agreement with the supplier, and refers to recurring purchases for a particular
time period.
When the supplier has received a request for a quotation, he returns a quotation that includes the data requested. Once you
receive the quotation from the supplier, enter the received data in this window. Enter the price quotation, any discounts, and
additional costs for each supplier. If the supplier has specified a ship via code other than the one requested or if the supplier
has stated a ship via code in the quotation, you can enter that particular ship via code.
In addition you can enter or change the supplier's part number
and suppliers part description. When you have entered the quotation
details, the quotation receives the Answered status and can be selected in the
Agreement Quotation Approval or Agreement Quotation Approvals window.
Prerequisites
- A request for a supplier agreement quotation must have been released.
- The supplier must have sent you the quotation reply.
System Effects
- When the quotation information is entered for a supplier, the quotation line status
will be updated from Created to Answered.
- If a ship via code is entered, that ship via code will be valid for the supplier
agreement.
- If the company is working with single tax code per line items and the
purchase part is taxable, the tax
code will be retrieved from the supplier for purchase part. Based on the values
in the amounts exclusive of tax fields, the amounts inclusive of
tax are automatically calculated and displayed in the respective fields.
-
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 corresponding request for blanket quotation line. The
setting can be changed before saving, if necessary.
- If the Use
Price Incl Tax check box is selected, the Price/Curr, and
Additional Cost fields are non editable and the price is calculated
based on the price including tax value and the tax code. The
additional cost amount is calculated based on the tax code and the
additional cost gross amount. The Price Incl Tax/Curr and
Additional Cost Gross/Curr fields are editable.
- If the Use
Price Incl Tax check box is cleared, the Price Incl Tax/Curr and
Additional Cost Gross/Curr fields are non editable and the price
including tax is calculated based on the value entered for the price and the
tax code. The additional cost gross amount is calculated based on the tax
code and the additional cost net amount. The Price/Curr and
Additional Cost/Curr fields are editable.
Window
Agreement Quotation
Related Window Descriptions
Agreement Quotation
Agreement Quotation/Part Quotation Lines
Agreement Quotation/Assortment Quotation Lines
Agreement Quotation/Activities
Procedure
- Query for the appropriate request number, and select the supplier from the Request No list.
- In the Date Received field, indicate the arrival date of the quotation.
- Save when completed.
Enter part quotation data:
- Click the
Part Quotation Lines tab.
- The Line No field displays the line number of the quotation. The Part No and
Description fields display the part and the description of the part.
- In the Price field, enter the offered price and the unit the supplier has stated in the
Price U/M field.
- In the Price Conv Factor field, enter the conversion factor between the purchase unit and the price unit. (Price Unit = Purchase Unit of Measure/Price Conversion Factor)
- In the Discount and Additional Cost fields, enter any discount or additional cost. The discount is entered
as a percentage, and the additional cost in the supplier's currency.
- Optionally, in the Supplier's Part No and
Supplier's Part Description fields enter the supplier's own part number and description.
- Repeat steps 5 through 8 for each part quotation reply.
- Save when completed.
Enter supplier assortment quotation data:
- Click the
Assortment Quotation Lines tab.
- The Line No field displays the line number of the quotation. The Supplier Assortment and
Supplier Assortment Description fields display the assortment and the description of the supplier assortment.
- In the Discount and Additional Cost fields, enter any discount or additional cost. The discount is entered
as a percentage, and the additional cost in the supplier's currency.
- Repeat steps 12 and 13 for each supplier assortment quotation reply.
- Save when completed.