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.