Approve Order Quotation
Explanation
This activity is used to approve order quotations. It is possible to approve
several order lines of a single request simultaneously using the
Order Quotation
Approvals page. After approving quotation(s), you can print the rejection
letters immediately or postpone printing them.
Prerequisites
- The quotation(s) must be in the Answered status.
- The supplier category must be Supplier.
System Effects
- If the quotation(s) are only approved, the status is updated to Approved.
- When a quotation is approved, purchase order(s) are created automatically
and the quotation line(s) receive the Converted status. A message
will display the assigned purchase order number(s) and line number(s). The
new purchase order(s) receive the Planned status. Any defined ship-via
code, delivery terms, and payment terms, will be valid for the purchase
order(s). Supplier's part number and description will be transferred.
- The other quotations receive the Rejected status and the rejection
letters are printed, provided that the print option is used.
- If the approved purchase order(s) were created from IFS/Project or IFS/Project
Delivery, the supplier price will be updated or overwritten in the part
quotation list with the agreed price from the purchase order(s).
- The tax information is retrieved from the quotation line. Based on this
information, the amounts inclusive and exclusive of tax are automatically
calculated and displayed in the respective fields.
- When approving a quotation used as work order tender, the approved business-to-business
contractor is automatically copied to the Contractor field in
Prepare Work Order/Work
Task tab and the business-to-business contractor user who answered
the quotation is automatically copied to the Contractor Coordinator
field in Prepare
Work Order/Work Task tab. Any existing values in the Contractor
field and Contractor Coordinator field will be overwritten.
- When approving a quotation used as a work order tender, the contractor's
documents that are connected to the quotation lines will be connected to
the work task.