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.