Approve Supplier Agreement Quotation
Explanation
This activity is used to decide 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.
The ship via code that is used in the converted supplier agreement must
exist on all the supplier addresses that are being used.
Note:
- If you approve a quotation that has expired, you will still be
allowed to do that, but you will get a warning that it has expired.
- Quotations for assortments can result only in a purchase agreement.
Prerequisites
- The supplier agreement quotation replies from the suppliers must have
been entered and saved in the Supplier Agreement
Quotation page.
- 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 page, and for internal suppliers
this can be done in the
Site to Site
Supply Chain Parameters page.
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, description
and/or the manufacturing lead time differs
from values in the Supplier for Purchase Part
page, 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.
- If the combination of purchase part and supplier is not entered, a Create
Supplier for Purchase Part? assistant will appear when you approve the quotation.
Click Yes if the displayed information is correct. Otherwise, correct the
information, and then click Yes.
- There are some conditions that must be fulfilled to add the quotation
to an existing supplier agreement. These conditions are supplier, site,
buyer, currency, delivery terms, ship via code, payment terms, agreement
type, and status of the existing supplier agreement. If any of these terms
are left blank on the quotation, i.e., delivery terms, ship via code, and/or
payment terms, they are not considered when displaying available supplier
agreements. If the Use Max Values as Estimated Values option is enabled
it will transfer the max values (Max Quantity or Max Amount) in the supplier
agreement lines to the estimated values (Estimated Quantity or Estimated
Amount) in the request lines.