Convert Quotation into Purchase Order

Explanation

This activity is used to convert one or more order quotations into a purchase order(s). You can convert several order quotations of a single request, simultaneously, using the Order Quotation Approvals page. When converting quotations, you can include them to an existing purchase order, create a new purchase order or let the system add the quotation to the first available purchase order. If several quotations for different suppliers are converted simultaneously, several purchase orders will be created.

Prerequisites  

The quotation line(s) must be in the Approved status.

System Effects

• The quotation line(s) get converted, and receives the Converted status.
• If a new purchase order is created, it receives the Planned status. A message displays the assigned purchase order number and line. Any defined ship-via codes, delivery terms, payment terms and price including tax settings will be valid for the purchase order. Supplier's part number and description will be transferred.
• The applicable tax code(s) or tax structure will be retrieved from the quotation line.
• The demand code on the purchase order line will also be copied from the purchase requisition line. If the purchase order is created from an order quotation that originates from a project-connected purchase requisition, the relevant purchase order line will inherit the project connection.
• If request for quotation originated from a purchase requisition, and if procurement clause phrases were generated for that purchase requisition line, connections will be regenerated for the purchase order line created.
• If request for quotation originated from a purchase requisition, and if procurement clauses phrases of that purchase requisition line were manually created or edited, same connections are made for the purchase order line created.

Pages

Order Quotation Approval
Order Quotation Approvals

Activity Diagrams

Handle Supplier Order Quotation