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.
Note that 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.
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. If
the manufacturing lead time differs from what is registered in the
supplier for purchase part record, it will be updated and used when
validating the dates on the created order. For no part purchases, the
manufacturing lead time is ignored.
- 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.