Below is the process I have real time experience with; 1. Company A has agreement (preferred vendor agreement) including payment terms. Note: some companies in company B Position may request company A for credit application. 2. Any or selected employees of Company A can request goods or services. 3. Company B provides a quote for approval or Company B can issue a PO OR RFQ. 4. Company A accepts PO and sends back with authorized signature and payment as agreed. OR Company A Can request modification to PO. 5. Internal to company A may need capx form to be completed as needed. 6. Now company B will fulfill the PO. 7. Company A will send the payment if there is NET X days payment agreement in place.
Is any one can recommend a short term solution based on above process? Thank you. Sent from my iPhone. Naveen Metta > On Jul 12, 2016, at 4:08 AM, Pierre Smits <[email protected]> wrote: > > Rishi, Florian, all, > > It is fairly common in various sectors that companies have framework > agreements with their suppliers (and thus the other way around also), that > define not also the terms and conditions regarding the delivery of service > and/or goods. But also define how process flows. > > So, a framework can contains all defining aspects that must be reflected in > the documents generated and relating to RFQs, quote confirmations, crders, > crder confirmations, invoices, packing slips, etc. > > In the scenario described by Florian - and in often in general - the > business process goes from (framework) agreement to quote, and from quote > to order. I have yet to see a process that goes from order to quote. > > As to answering the question of Florian: > Such a (set of) functions are currently not available in the feature set. > If you feel this would be an enhancement that would increase adoption, feel > free to create a JIRA issue and help getting that resolved. > > Best regards, > > Pierre Smits > > ORRTIZ.COM <http://www.orrtiz.com> > OFBiz based solutions & services > > OFBiz Extensions Marketplace > http://oem.ofbizci.net/oci-2/ > > On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[email protected]> > wrote: > >> Florian, >> >> Just wanted share my understanding with business. When a vendor come and >> share its quote with any company and company after discussion finalize some >> quotation and sign an agreement. After that whenever company needs that >> item it purchase as per the agreement price. Not sure why you need >> agreement for quote, but may be this is kind of requirement in very >> specific case. >> >> Currently, I think no support at quote level in OFBiz of your requirement. >> But quote following the order model, so you can try to change the quote >> model into order and add this functionality by following the Order Entry >> process for quote. >> >> >> HTH! >> >> >> >> Rishi Solanki >> Manager, Enterprise Software Development >> HotWax Systems Pvt. Ltd. >> Direct: +91-9893287847 >> http://www.hotwaxsystems.com >> >> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian < >> [email protected]> wrote: >> >>> Hi everyone, >>> I would like to know if there is a way to create a quote using Agreement >>> Item. >>> >>> Here what I want to do : >>> A client has a price agreement with my company for the product 'Gizmo'. >>> He asks me a Quote for 12 'Gizmo'. >>> I create the Quote which uses the price agreement for 'Gizmo'. >>> >>> But I can't find how to create a Quote using a price agreement. I can >>> create an Order Entry with the wanted price agreement but not a Quote. >>> Is there a way to do that in the Trunk ? >>> >>> Thanks, >>> Have a nice day, >>> >>> >>> Florian Montalbano >>
