Convert Quotation into Supplier Agreement
Explanation
This activity is used to convert quotations into supplier agreements. When you convert the quotation, you can add it either to a new
Supplier agreement, or to an
existing purchase agreement
or a blanket purchase order.
Note: Quotations for assortments can only result 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
- The quotation line must be in Approved status.
- 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 window, and for
internal suppliers this can be done in the
Site to Site Supply Chain
Parameters window.
System Effects
- The quotation is converted and receives the Converted status when a supplier
agreement is
created or the quotation is added to an existing supplier agreement. A message displays
the assigned supplier agreement number. If a new supplier agreement was created, it receives
the Planned
status . Any defined ship via code, delivery terms, payment terms and price including tax settings will be valid for the supplier agreement. Rejection letters are printed for the other quotations, provided that the
print feature is used.
- The tax code will be
retrieved from the
Supplier for Purchase Part window. Based on the
tax code retrieved, the maximum amount inclusive of tax will be calculated and
displayed in the Period Max Gross Amt field.
Window
Agreement Quotation Approval
Agreement Quotation Approvals
Related Window Descriptions
Agreement Quotation Approval
Agreement Quotation Approvals
Quotation to Supplier Agreement - Parameters
Procedure
Approve a quotation and convert it into a supplier agreement:
- Query for the appropriate request for quotation.
- Select the quotation line that you want to convert into a supplier
agreement, right-click and then click Create Supplier Agreement.
- A message appears. Click Yes to create a supplier agreement.
- The Quotation to Supplier Agreement - Parameters dialog box opens.
- To create a new purchase agreement: Decide whether it will be a purchase
agreement or a blanket purchase order (purchase agreement is set as default). Optionally,
enter the supplier agreement group and the supplier's agreement reference, and change
the maximum amount. Click Create New.
- To add the quotation to an existing supplier agreement: Decide whether it is going to be a
purchase agreement or a blanket purchase order. Choose from the available
supplier agreements
in the table, and enter the supplier agreement number in the Add to
Supplier Agreement field. Click
Add To Supplier Agreement.
-
In
the
Quotation to Supplier Agreement - Parameters
dialog box, existing orders are filtered according to the price including tax
setting. If you select an approved agreement quotation line with the Use
Price Incl Tax check box selected and try to convert that to a supplier agreement, then
the
Quotation to Supplier Agreement - Parameters
dialog box will only show existing supplier agreements with the Use Price
Incl Tax check box selected and vice versa.
- A message displays the assigned supplier agreement number and line number.
To confirm, click OK.
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.