Approve Supplier Agreement Quotation

Explanation

This activity is used to decided 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.

Note: Quotations for assortments can result only in a purchase agreement. 

The ship via code that is used in the converted supplier agreement must exist on all the supplier addresses that are being used.

Prerequisites

System Effects

Window

Supplier Agreement Quotation Approval
Supplier Agreement Quotation Approvals

Related Window Descriptions

Supplier Agreement Quotation Approval
Supplier Agreement Quotation Approvals
Quotation to Supplier Agreement - Parameters
Create Supplier for Purchase Part

Procedure

Approve a quotation and convert it into a supplier agreement:

  1. Query for the appropriate quotation.
  2. Select the line for the quotation that you want to accept, right-click and then click Approve Line.
  3. If the supplier's part number or the description on any of the lines differ from values in the Supplier for Purchase Part window, a message appears, click OK to update the supplier for purchase part or Cancel to cancel approving.
  4. On the message that appears, click Yes to create a supplier agreement.
  5. The Quotation to Supplier Agreement - Parameters dialog box will open.
  1. A message displays the assigned supplier agreement number and line number. To confirm, click OK.
  2. A new message appears querying whether you want to print rejection letters for all other quotations.

Approve a quotation without converting it into a supplier agreement:

  1. Query for the appropriate quotation.
  2. Select the quotation line that you want to accept, right-click and then click Approve.
  3. On the message that appears, click No if you only want to approve the line and create the supplier agreement at a later time.
  4. A new message appears querying whether you want to print rejection letters for all the quotations.

Reject a quotation manually.

  1. Query for the appropriate quotation, and select the line you want.
  2. Optionally, to enter a note, right-click and then click Notes. Enter and save the note. Click OK to close the dialog box.
  3. Click Reject from the operations menu for the quotations being rejected.
  4. A message appears querying whether you want to print the rejection letters.

Note: If you want to enter a note for the quotation line, be sure to do this before the quotation line is converted or rejected.

If the combination of purchase part and supplier is not entered, a Create Supplier for Purchase Part? dialog box will appear when you approve the quotation. Click Yes if the displayed information is correct. Otherwise, correct the information, and then click Yes.