Purchase offers are typically submitted by a supplier or potential supplier in response to a request for a purchase offer by a buyer.
They are offered to provide the goods or services requested by a buyer at stated prices and within a specified time period.
Creating a Purchase Offer
You can start creating purchase offers with the "New" button.
Organizational Information
From the window that opens, you can select the Business Unit defined in Workplaces .
From the window that opens, you can select an Organization defined in Management Organizations .
From the "Organization Unit" window, you can select the Department defined in Management Organizations .
From the window that opens, you can select a Business Area defined in Business Areas .
You can select a Responsible Employee from the " Personnel" window.
You can select a Supplier from the window.
Finally, you can specify the Location Organization , Storage Location , and Warehouse Locations .
Finalizing the Purchase Offer Header
Once the "New Purchase Quotation" screen is saved, line items can be added. Once you have completed the recordings, you must click the "Make Quotation" button to lock the document for further processing.
Creating Purchase Quotation from Purchase Quotation Requests
After saving the " New Purchase Quotation " screen; By clicking the " Open Purchase Quotations " button, all open purchase requests for the relevant supplier are listed. It is possible to select one or more open purchase proposal request documents. After selecting the document, you can select the line items to be sent to the purchase quotation and also edit the quantities in the " Sending " field. By clicking the " Transfer Items " button, the offer line items are purchased.
Creating Purchase Quotation from Supply Requests
After saving the "New Purchase Quotation" screen; All open procurement requests are listed by clicking the "Open Requisitions" button. It is possible to select one or more open procurement request documents. After selecting the document, you can select the line items to be sent to the purchase quotation and also edit the quantities in the "Send" field. By clicking the "Transfer Items" button, the quotation items are purchased.
Purchase Offer Regulation
To edit any record in a created purchase offer, you must first press the "Accept" button. You can then make changes and once you have completed the records, you must press the "Make Offer" button again to lock the document for further processing.
Purchase Offer Deletion
To delete the entire purchase offer document, you must first press the " Accept" button, then you can use the " Delete" button.