Create the agreement based on a quote summary - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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Smart Materials/Smart Reference Data Version
10.1

Why should I create an agreement based on a quote summary?

After the suppliers have provided their quotes, and the awarding has been approved, you can create agreements based on the quote summaries, to order the required materials or services.

  1. Select Based on quote summary.

  2. Click Inquiry Number Com_LOV_Add ICON and select a quote summary from the list.

  3. Click Next.

  4. If necessary, enter or update the agreement number.

    SHARED Tip Alternatively, select a number rule and click Generate Number to create the agreement number based on the pre-defined number rule.

  5. Select the agreement type from the list.

  6. If necessary, update or enter any other value.

    SHARED Tip Alternatively, you can use another agreement as template to copy the header information from. Select Copy from existing agreement at the bottom of the screen, click Agreement Template Com_LOV_Add ICON and then select the agreement that should be used as a template.

  7. Click Create Agreement.