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1、Processing RFQs and QuotationsIf a need for externally supplied materials should arise within your enterprise, the specific requirements are converted into purchase requisitions either manually or automatically (through the MRP runs).It may not always be possible to find the sources from which to pr
2、ocure the materials automatically (within the framework of optimized purchasing). In this case, further system support in selecting vendors is available to users in the shape of the RFQ/quotation processing functionality, which enables the purchasing entity to implement a closed competitive bidding
3、procedure. In such a procedure, any number of potential suppliers can be requested to submit quotations. These quotations are then entered in the system, after which a price comparison is carried out.After this, it is possible to generate the corresponding purchase orders (to be issued to the select
4、ed vendors) quickly and straightforwardly direct from the RFQs, to thus initiate the actual external procurement process. Unfavorable bids can be rejected.In the following example, 100 PCs, type Maxitec R 375 Persona (material number R-1000), are to be manufactured in plant 1200 (Dresden). The MRP r
5、un has determined a need for various components of which no stocks are currently available. The components involved are as follows: R-1150 (3.5 diskette drive), R-1160 (4.3GB hard disk), and R-1170 (Slimline PC case).For simplicitys sake, the purchase requisitions are to be created manually.You can
6、display the manufacturing bill of material (BOM) for the Maxitec R 375 PC as follows: Choose Logistics Production Master Data Bills of Material Evaluations BOM explosion Material BOM Structure (Multi-Level). In the Material field, enter the material number R-1000. Enter 1200 in the Plant field. In t
7、he BOM application field, enter PP01 for general production. Choose . The system shows you the multi-level BOM for the PC. Choose until the overview tree appears.Process FlowYou can find the data for this process under .1. Creating a Purchase Requisition2. Converting a Purchase Requisition into an R
8、FQ 3. Displaying an RFQ 4. Entering Quotations5. Comparison of Quotations6. Ordering an Item from One-Time Vendor who Quoted Lowest Price7. Ordering an Item from Vendor w. Master Record who Quoted Lowest PriceData Used In This ProcessFieldDataDescriptionCompany code 1000IDES AGPlant 1200Dresden plan
9、tVendors101010301950Sunny Electronics GmbHJotachi Deutschland AGOne-time vendorMaterial numberR-1150R-1160R-11703.5 HD Diskette drive4.3 GB Hard diskSlimline PC casePurchasing organization1000IDES GermanyPurchasing group007Lux, LCreating a Purchase RequisitionProcedure1. Call up the transaction as f
10、ollows:Menu PathLogistics Materials Management Purchasing Purchase Requisition CreateTransaction CodeME512. Choose .3. On the Create Purchase Requisition: Initial Screen, enter the following data:FieldDataDocument typeNB (Standard purchase order)Delivery date4 weeks from todays datePlant 1200Purchas
11、ing group0074. Choose .Skip any warning messages by choosing .5. On the Create Purchase Requisition: Item Overview screen, enter the following data:FieldDataMaterialR-1150Quantity requested1006. Choose .To skip any warning messages, choose .7. Repeat the entries for item 20 with the following data:F
12、ieldDataMaterialR-1160Quantity requested1008. Choose .To skip any warning messages, choose .9. Repeat the entries for item 30 with the following data:FieldDataMaterialR-1170Quantity requested10010. Choose .To skip any warning messages, choose .11. Choose to save your input.The system confirms that a
13、 purchase requisition has been created under the number indicated. Make a note of this number.12. Choose until the overview tree appears.Converting a Purchase Requisition into an RFQProcedure1. Call up the transaction as follows:Menu PathFrom the Purchase Requisition node, choose Follow-on Functions
14、 Assign and Process.Transaction CodeME57; ME412. On the Assign and Process Purchase Requisitions screen, enter the following data:FieldDataPurchasing group007Scope of listAPlant 1200Sort indicator13. Choose .The purchase requisition you created is displayed in the item overview.4. Select one of the
15、items you created. Choose Edit Flag for RFQ With Vendor.The Flag for RFQ Processing dialog box appears. 5. Enter the following data:FieldDataVendor1010, 1030, 1950Purchasing organization1000Ignore any existing entries.6. Choose Flag for RFQ.7. Carry out the process for the other items you entered by
16、 repeating steps 4 to 6.Once the comment Flagged for RFQ processing (several vendors) appears in all items, you can resume your processing.8. Choose Assignments.9. On the Assign and Process Requisitions: Overview of Assignments screen, you see which vendors have been flagged for the issue of RFQs. S
17、elect the lower line for vendor 1010 and choose Process Assignment.The Process Assignment: Create RFQ dialog box appears. Here you can change the RFQ header data.10. Enter the following data:FieldDataQuotation deadline14 days from todays date 11. Choose .12. On the Create RFQ: Header Data screen, en
18、ter the following data:FieldDataCollective number (Coll. no.)Any number (as long as it is the same as the one entered for the next RFQ)The collective number is used to group together the RFQs you create. If you group together all the RFQs belonging to a certain collective bidding procedure (bid invi
19、tation/tendering process) under the same number, it is then easier to select the RFQs under this number in list displays and for price comparison purposes.13. Choose .14. On the Create RFQ: Selection List of Purchase Requisitions screen, select all the items by choosing .15. Choose Adopt + Details.T
20、he data pertaining to the item level now appears on the Create RFQ: Item # screen. Acknowledge any warnings that may appear. Here you have the opportunity to check the data and make any necessary changes. 16. Choose .The next item appears. When all items have been checked, the Create RFQ: Item Overv
21、iew screen appears.17. Choose .If the Save Document dialog box appears, choose Yes.18. The RFQ number is displayed at the bottom of the Create RFQ: Vendor Address screen. Note this number.19. Choose to return to the Assign and Process Requisitions: Overview of Assignments screen.On the Assign and Pr
22、ocess Requisitions: Overview of Assignments screen, you see that the vendor has been given the status RFQ issued in the Processing note column.20. Repeat steps 9 to 18 for the vendors that do not yet have the status RFQ issued. If this process is carried out with the one-time vendor 1950, the error
23、message Please first maintain vendors address appears on the Create RFQ: Item Overview screen. To do so, choose .The Create RFQ: Vendor Address screen appears.21. Enter the address data of your choice and pay attention to any error messages. 22. Choose .If the Save Document dialog box appears, choos
24、e Yes.23. Choose .The system confirms the posting and assigns an RFQ number for the one-time vendor 1950. Make a note of the document number that appears in the status line for use in a subsequent process step.24. Choose .25. Choose until the overview tree appears.If the Exit List dialog box appears
25、, choose Yes.Displaying an RFQProcedure1. Call up the transaction as follows:Menu PathFrom the RFQ/Quotation node, choose Request for Quotation List Displays By Collective Number.Transaction CodeME4S2. On the RFQs per Collective Number screen, enter the following data:待添加的隐藏文字内容2FieldDataCollective
26、numberThe collective number you entered previously.Scope of listANFRPlant 1200Via the scope of list you determine which information is displayed in the list. You can adjust the scope of list parameters in Customizing for Materials Management. To do so, choose Purchasing Reporting Maintain Purchasing
27、 Lists. Here you will find the parameter ANFR and its settings. You also have the opportunity to create new parameters at this point, allowing you to adjust your lists on an individual basis.3. Choose .All assigned RFQs are now displayed.4. Choose until the overview tree appears.Entering QuotationsP
28、rocedure1. Call up the transaction as follows:Menu PathFrom the RFQ/Quotation node, choose Quotation Maintain.Transaction CodeME472. On the Maintain Quotation: Initial Screen, enter the following data:FieldDataRFQPreviously noted RFQ number for vendor 1010. (Use the Input help button to conduct a ve
29、ndor-specific search for an RFQ number.) 3. Choose .4. On the Maintain Quotation: Item Overview screen, enter the following data:LineFieldDataQuotation 1 (vendor 1010)10 R-1150Net price6520 R-1160Net price17830 R-1170Net price47,505. Choose .6. Select all displayed items by choosing .7. To return to
30、 the detail level, choose .The Maintain Quotation: Item # now appears for the first item.8. Enter the following data:FieldDataTax codeVN (Domestic input tax 16%)9. Choose .The Maintain Quotation: Item # now appears for the second item. 10. In the Tax code field, enter the following data:FieldDataTax
31、 codeVN (Domestic input tax 16%)11. Choose .On the Change Quotation: Item Conditions screen, enter the following data:FieldDataCondition typeRA00 (% discount on net) Rate5 (%)12. Choose .13. Choose .The Maintain Quotation: Item # screen now appears for the third RFQ item.14. Enter the following data
32、:FieldDataTax codeVN (Domestic input tax 16%)15. Choose .16. You are back on the Maintain Quotation: Item Overview screen.17. Choose .The system confirms with a message in the status line.18. Repeat steps 3 to 13 for the second RFQ (to be issued to vendor 1030) with the data below:This vendor does n
33、ot grant any additional concessions for individual items. Instead a header condition applies to the total order quantity.LineFieldDataQuotation 2 (vendor 1030)10 Material R-1150:Net price75Tax codeVN20 Material R-1160:Net price190Tax codeVN30 Material R-1170:Net price50Tax codeVNVendor 1030 grants y
34、ou a discount of 10 % on the total delivery value. This is a header condition, relating not to individual items but to the purchasing document as a whole. To maintain this header condition, choose Header Conditions on the Maintain Quotation: Item Overview screen.19. On the Change Quotation: Item Con
35、ditions screen, enter the following data:FieldDataCondition typeRL01 (Vendor discount)Rate10 (%)20. Choose .21. Choose .22. On the Maintain Quotation: Item Overview screen, choose .23. Repeat steps 3 to 13 for the third RFQ (to be issued to vendor 1950) with the data below:LineFieldDataQuotation 3 (
36、vendor 1950)10 Material R-1170:Net price61,50Tax codeVN20 Material R-1171:Net price193Tax codeVN30 Material R-1170:Net price52,5Tax codeVNThis vendor offers no additional concessions, either at item or at header level.24. On the Maintain Quotation: Item Overview screen, choose .25. Choose until the
37、overview tree appears.Comparison of QuotationsUsageIn the following process step, you first compare the quotations that have been submitted. From the quotation comparison list created, you can see which are the best prices for individual items and which vendor has submitted the most favorable quotat
38、ion overall. A purchase order can be created on the basis of either the lowest overall quotation or the lowest quote for individual items.Procedure1. Call up the transaction as follows:Menu PathFrom the RFQ/Quotation node, choose Quotation Price Comparison.Transaction CodeME49; ME132. On the Price C
39、omparison List screen, enter the following data:FieldDataPurchasing organization1000Collective RFQYour number.3. Choose .4. On the Price Comparison List screen, you get an overview of existing quotations, sorted according to the lowest total price. The lowest individual prices are marked accordingly
40、.The quotation price comparison list shows the lowest individual prices. You can save these for the relevant materials as market prices in order to document them as generally valid.Make a note of the lowest individual prices with the relevant material number. You will need this data later.5. Note do
41、wn the lowest price for the material R-1150 and choose Edit Save market price.A dialog box appears, stating that Price from quotation # will be saved as market price.6. Choose .A message appears in the status line indicating that the market price for material # has been saved.7. Repeat steps 5 to 7
42、for materials R-1160 and R1170.As a further aid to the decision-making process, you have the option of displaying the current vendor evaluations for vendors 1010 and 1030.8. Position the cursor on one of the two vendors (Bidder line) and choose Environment Vendor Evaluation.The Display Vendor Evalua
43、tion: Overview of Main Criteria screen appears. This screen provides information on the main criteria, the corresponding scores, and their weighting in the calculation of the overall score (which is also shown).Furthermore, from within the price comparison list you can have information records creat
44、ed or updated. In the process, the conditions from the quotation items are adopted in the info record. This is not possible for the one-time vendor 1950 because a collective account is involved in this case. Choose to access the Price Comparison List in Currency DEM screen.9. On the Price Comparison
45、 List screen, select the most favorable individual quotation item for material R-1160 and choose Quotation.10. On the Maintain Quotation: Item # screen, enter the following data:FieldDataInfoUpdateB11. Choose .After saving, you can view the purchasing info records.12. Reselect the item you have just
46、 processed and choose Quotation.13. On the Maintain Quotation: Item # screen, choose Environment Info Record from the menu bar.The Display Info Record: General Data screen appears.14. Choose Conditions .The system displays the conditions that have just been adopted from the quotation.15. Choose until the Price Comparison List screen appears.16. Repeat steps 9 to 15 for the most favorable quotation item for material R-1170. Make a note of the vendor who has submitted the lowest bid in each case.If you update the purchasing info records for vendor 1030 as described, the information bo
