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

  1. Open the Supplier window.
  2. 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

  1. Enter the reason code that should be associated with your sub contract, if it has not already been created.
  2. 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.

  1. 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

Entering Tender Details

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Click the Supplier tab.
  4. In the upper table, select the necessary supplier.
  5. In the lower table, enter tender details for the selected supplier.
  6. Save the information (F12).
  7. Repeat steps 4 to 6 for each supplier that is connected to the sub contract and has submitted tender response.

Awarding Sub Contract

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Right-click anywhere in the header, point to Status and then click Award. The Award Sub Contract dialog box opens.
  4. In the Reason ID field, enter XXAWRD, where XX are your initials.
  5. In the Supplier ID field, enter the supplier to whom the sub contract is to be awarded.
  6. Click OK.
  7. 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.

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