Generate Request for Supplier Agreement Quotations from an Supplier Agreement

Explanation

Use this activity to create a request for agreement quotation from a supplier agreement, using the Supplier Agreement window. Once you have created a request for agreement quotation, you need to open the Request for Agreement Quotation window in IFS/Purchasing to continue processing the request.

Prerequisites  

The supplier agreement should have at least one part or assortment line to enable the Create Request for Agreement Quotation right mouse button option in the header. Supplier Agreement’s status would not consider when enabling the specified right mouse button option. The line you want to create request must have been saved.

System Effects

The supplier agreement lines (part and assortment) are converted to a request for agreement quotation. The system informs you about the assigned request number.

Window

Supplier Agreement
 

Related Window Descriptions

Supplier Agreement
Supplier Agreement/Parts
Supplier Agreement/Supplier Agreement Assortment

Procedure

  1. Populate or query for the supplier agreement you want to convert to a request for agreement quotation.
  2. Select the desired line(s) either in the Parts tab or Supplier Assortments tab.
  3. Choose Create Request for Quotation… from the Operations menu.
  4. The Agreement to Request dialog box will open. Enter the buyer, the currency, the latest date for reply and the currency code for the request. If you do not want to transfer the max values in the supplier agreement line (Max Quantity or Max Amount) as estimated values (Estimated Quantity or Estimated Amount) in the request lines clear the Use Max Values as Estimated Values check box. This check box is selected by default.
    To add to an existing request for order quotation: Select one of the displayed requests in the table in the lower part of the dialog box. Enter the number in the Add to Request field. Click on Add Existing.
    To create a new request for agreement quotation: Click on Create New.
  5. A message displays the assigned request number.
  6. To convert all the lines in the supplier agreement to a request for agreement quotation choose the Create Request for Quotation… from the Operations menu in the header.