Tender procedure

Kostiantyn_Bukovetsk

Hello!

I`m at the initial stage of AM implementation and working on our process migration. We have a tender procedure which applies to all purchases. The auditors require to store all proposals in the system. I see only one way to organize this: create new PO for each proposal with the same line items, but it seems too awkward for purchase manager.

Are there any other options to make it easier?

Thanks!

Brett_Moffett

You could re-purpose some of the other classes, such as "Support and Maintenance Contract", and use it as your "Tender" proposals. So long as you had the right statuses of each of them it should work. You could assign associated Vendors as the tender response and catalog items or Line Items as each of the items you want reported on.

OR, you could crate a custom class.
This would take some effort but would be the most customised as you could cover each of the items you wanted to capture.
Then you could use this tender as associated items for each SR.

Hope this answers your question

Brett_Moffett

You could re-purpose some of the other classes, such as "Support and Maintenance Contract", and use it as your "Tender" proposals. So long as you had the right statuses of each of them it should work. You could assign associated Vendors as the tender response and catalog items or Line Items as each of the items you want reported on.

OR, you could crate a custom class.
This would take some effort but would be the most customised as you could cover each of the items you wanted to capture.
Then you could use this tender as associated items for each SR.

Hope this answers your question

Kostiantyn_Bukovetsk

Thanks, Brett! Will check "Support and Maintenance Contract" for our procedure