Awarding Sub Contract—Key Exercises
Basic Data Setup
Supplier
Purpose: The purpose of this
exercise is to show you how to set up a supplier in the system.
Windows:
Supplier
- Open the Supplier window.
- Create the supplier(s) that should be associated
with your sub contract, if it has not already been created.
General exercise for
Supplier Setup
Reason Code
Purpose: The purpose of this
exercise is to show you how to register a reason code.
Windows:
Sub Contract Basic Data/Reason Code
- Enter the reason code that should be associated
with your sub contract, if it has not already been created.
- The reason code ID to use is XXAWRD, where XX are
your initials. The description of the reason code is Excellence in
Quality.
General exercise for
Sub Contract
Basic Data and Requirements
Required Data
Submitting Invitation to Tender
Purpose: The purpose of this
exercise is to show you the required data that is used in the exercises below.
-
Submit invitation to tender to the
supplier(s).
General exercise for
Submitting Invitation to Tender
Main Exercise
Purpose: The main purpose of this exercise is to show you how to award a sub contract to the most suitable supplier. Once
invitations to tender are submitted to prospective suppliers, and tender
response is received, you need to enter tender details for each supplier. When
the final date for receiving tenders is over, all received tenders are compared
using selection criteria, e.g., best price and/or excellent quality, previously
defined by the company. As a result, the best supplier is selected
and awarded the sub contract. This supplier is now considered the sub contractor
of the work.
Note: Comparing tenders can be done
manually or by using IFS/Purchasing. For comparing tenders using purchasing
functionality see the extended lesson
>>
Windows:
Sub Contract
- Open the
Sub Contract window.
-
Populate (F2) or query (F3) for the necessary sub
contract.
- Click the
Supplier
tab.
- In the upper table, select the
necessary supplier.
- In the lower table,
enter tender details for the selected supplier.
-
Save the information (F12).
-
Repeat steps 4 to 6 for each supplier that is
connected to the sub contract and has submitted tender response.
- Open the
Sub Contract window.
-
Populate (F2) or query (F3) for the necessary sub
contract.
- Right-click anywhere in the
header, point to Status and then click Award. The
Award
Sub Contract dialog box opens.
- In
the Reason ID field, enter XXAWRD, where XX are your initials.
-
In the Supplier ID field, enter the supplier to
whom the sub contract is to be awarded.
- Click
OK.
- Verify that the sub contract is
in the Awarded status. The ID of the supplier to whom the sub
contract was awarded appears automatically in the Supplier ID field
found in the header of the window.