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Project ID in Supplier Agreement

  • Apr 28, 2021 10:27 AM UTC
  • 3 replies
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Asela Munasinghe
Superhero (Customer)
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What step of the Supplier Agreement flow that we enter a Project ID? In the planned state or after in the Agreement, IFS won’t let me enter a Project ID either from the LOV or manually. 

I was wondering if a Supplier Agreement can be used for a Project based purchase at all? The business requirement is, the project needs to release a PO through an active agreement. 

 

 

Best answer by Asela Munasinghe

Found it myself guys. Hence closing this thread. What I did was,

  1. Created a Demand line in the Project
  2. A new line is created in the quotation list tab of the project. Create RFQ through right mouse
  3. Zoom into the newly created RFQ. Add Supplier. Release RFQ
  4. Right mouse select on the Supplier to go to Quotation
  5. Enter a Price and right mouse select the approval
  6. Approve and a dialog box appears asking if a new agreement can be created. Say yes.
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    3 replies

    Piyal Perera
    Hero (Partner)
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    • Piyal Perera
    • Hero (Partner)
    • Apr 28, 2021 10:37 AM UTC

    Using Project Quotation list in the project set up, you can create Request for Quotation. When you approve with supplier and price, you can create project specific supplier agreement. Not sure this will help you though.

     

     

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      Asela Munasinghe
      Superhero (Customer)
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      • Asela Munasinghe
      • Author
      • Superhero (Customer)
      • Apr 28, 2021 10:57 AM UTC

      Thanks @Piyal Perera, it will help. Can you please elaborate the steps only please, if you can? For instance I am unable to add a new quotation list ID here. During what state of the project should I do it?

       

      https://www.linkedin.com/in/asela61/
      Asela Munasinghe
      Superhero (Customer)
      Forum|alt.badge.img+24
      • Asela Munasinghe
      • Author
      • Superhero (Customer)
      • Answer
      • Apr 28, 2021 2:54 PM UTC

      Found it myself guys. Hence closing this thread. What I did was,

      1. Created a Demand line in the Project
      2. A new line is created in the quotation list tab of the project. Create RFQ through right mouse
      3. Zoom into the newly created RFQ. Add Supplier. Release RFQ
      4. Right mouse select on the Supplier to go to Quotation
      5. Enter a Price and right mouse select the approval
      6. Approve and a dialog box appears asking if a new agreement can be created. Say yes.
      https://www.linkedin.com/in/asela61/
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