Enter Supplier Agreement Part Request Line

Explanation

The request for quotation is built in two levels, consisting of a request header and one or more request lines. The lines are divided into two tabs, one where you enter the purchase parts and one where you enter supplier assortments. Supplier agreement request lines for purchase parts, both inventory and non-inventory registered, are entered in the Part Request Lines tab.

The supplier agreement request for quotation can be entered manually. If it is connected to a project, it can also be processed from IFS/Project Delivery or IFS/Project. If the request is connected to a project, the lines will be filled in automatically based on the information in the part quotation list. By right-clicking and then clicking Create Part Request Lines, you can search for specific purchase parts or inventory parts, and then automatically add them as part request lines.

If the company tax regime is VAT, the price and tax calculations are controlled by the setting on the Use Price Incl Tax check box. The default setting of the check box is retrieved from the site. The setting can be changed before saving, if necessary.

Prerequisites

System Effects

The desired purchase parts are connected to the request for quotation.

Window

Request for  Agreement Quotation

Related Window Descriptions

Request for Supplier Agreement Quotation
Request for Supplier Agreement Quotation/Part Request Lines
Create Part Request Lines

Procedure

If adding one line at the time (used for a limited number of lines):

  1. Either populate or query for the appropriate request for the supplier agreement quotation.
  2. Select the Part Request Lines tab for the desired supplier agreement quotation.
  3. Select New.
  4. In the Part No field, enter the part number for the request line, either manually or by using the List of Values. In the Quantity field, enter the quantity for the complete supplier agreement. In the Standard Order Qty field, enter the quantity for each order. In the Purch U/M field, the unit connected to the purchase part is displayed. It is possible to change this unit if necessary. In the From Date and To Date fields, enter the validity period for the supplier agreement. The To Date field may be left empty.
  5. Repeat steps 3 and 4 for all purchase parts you want to include.
  6. Save when completed.

If adding several lines at the time:

  1. Either populate or query for the appropriate request for the supplier agreement quotation.
  2. Select the Part Request Lines tab for the desired supplier agreement quotation.
  3. Right-click and then click Create Part Request Lines.
  4. To find the parts you want to request, enter your search criteria in the selection part of the window. You can manually enter the search criteria or use the List of Values to select them.
  5. In the Quantity field, enter the total quantity for the supplier agreement line. This value will be the same on all created lines.
  6. In the Standard Order Qty field, enter the standard quantity for the supplier agreement line. This value will be the same on all created lines.
  7. Use the From Date and To Date fields to define the validity period for the supplier agreement. You may leave the To Date field empty. The dates should be the same on all created lines.
  8. Click OK when completed.

The system will automatically populate other fields with a default value. The purchase U/M value will be retrieved from the part record, and the technical coordinator will be retrieved from the purchase or inventory part record, if those values were entered on the record. If no values for these fields were entered on the records, the fields for this window will be empty.

Optional steps (remember to save your entries):