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Purchase offer is the official document and process in which a business requests information such as price, payment terms, delivery time and technical details from suppliers in order to procure the goods or services it needs, or the suppliers submit in response to this request.

What is Workcube Purchasing Offer Management?

Workcube Purchasing Offer Management is an end-to-end SD business that centrally archives, compares and evaluates the offers that businesses collect from suppliers during the goods and service purchasing processes in a digital environment and ultimately reaches the most optimal procurement decision. object.

In the Workcube architecture, this function is directly related to the TProposal Title and Proposal Lines database tables in the background. Module; CRM (Supplier Records and Partner Portal),SD / Warehouse (Product/Stock Cards, Shelf Definitions, Delivery Conditions), Project Management (Project and Job It works fully integrated with Related Purchasing) and Finance/Budget (Budget Compliance Control, Multiple Foreign Exchange Management and Tax Parameters) modules. The process, which begins with converting internal requests directly into a request for proposal, continues with the collection and evaluation of supplier responses on this business object.

The Importance of Purchasing Offer Management for a Business

Purchasing operations are the most critical link that directly affects the operational profitability and cash flow of a business. The strategic, financial and operational benefits that Workcube Purchasing Offer Management provides to businesses are as follows:

Cost Savings and Transparent Comparison: Parameters such as price, maturity and delivery time from suppliers are compared on a single screen and the offer with the lowest total acquisition cost (TCO) is quickly determined.
Technical Evaluation. Capability: Purchasing decisions are not only price-oriented, but are measured objectively according to the technical scoring criteria (1-10) entered by technical experts into the system.
Budget Overrun Prevention: During the proposal stage, the budget items of the relevant department or project are inspected and unapproved budget overruns are prevented.
Revision and History Traceability: Price updates in the bargaining processes with suppliers are recorded on the basis of revision number and the entire history is monitored.
Tender Flexibility: Compliance with corporate purchasing policies by supporting different tender methods such as open bidding, sealed envelope or negotiated procedure.

Process Flow / Life Cycle in Workcube

The process steps from entering a purchase offer into the system until it is accepted and converted into an order are given in the table below. shown:

Stage	Associated Module / Document	Description
1. Internal Demand	Internal Demand & Purchase Request	Department or project based material/service need is determined and approved in the system.
2. Invitation for Offer	Purchase / Main Offer	Approved requests are converted into a single main offer document and announced to the suppliers.
3. Supplier Responses	Partner Portal / Incoming Offers	Suppliers enter prices and delivery times into the system through their own portal or through the buyer.
4. Technical Scoring	Purchasing / Technical Score	Technical department officials evaluate the quality/suitability of incoming products with technical scores and comments.
5. Comparison & Selection	Purchasing / Comparison Analysis	Average technical scores and unit prices (including currency conversions) are analyzed to select the most suitable supplier.
6. Approval and Order	Purchase Order	The process is completed by converting the accepted offer into an official purchase order with a single click.

When Managing Purchase Offer Transactions What to Pay Attention to?

A. Technical Scoring Limits and Objective Evaluation

Focusing only on price during the offer evaluation phase may lead to the supply of poor quality goods. The Technical Scoring feature on Workcube requires each judge to score the products in the lines. Operationally, care must be taken not to exceed the maximum number of points determined.

B. Exchange Rates and Previous Document Relationships

In order to compare offers in different currencies, correct conversion of exchange rates is essential. If the "Get exchange rate information from the previous document" option is active in the Company Flow Parameters, the financial department must pre-configure whether the exchange rate will be the exchange rate on the day the request was created or the current exchange rate on the day the offer was entered.

C. Budget Compliance Control and Blocking Structure

Before the purchase offer is accepted, it should be checked whether the relevant cost center or project budget item exceeds the budget limits.

D. Withholding Tax, BSMV, SCT and Additional Cost Management

In the purchase offer lines, not only the bare product price; If there is a VAT included/excluded status, legal deductions and additional costs such as Withholding Rate, SCT or BSMV must be entered correctly. Incorrect tax rates contrary to VUK legislation will cause incorrect invoices and financial losses in the future.

E. Revision Tracking and Associated Offer Chain

During bargaining processes, new prices received from the supplier should not be updated by deleting or overwriting the existing offer. Instead, a new quote record should be opened with the reference and the revision number should be increased using the revision creation feature. In this way, discount rates and bargaining performance between the first offer and the last offer can be reported transparently.

Offer Details

After saving the offer, save the offers to the system with the "+" icon next to the members from whom the offer is requested. The "-" icon at the beginning of the names of the members for whom you want an offer indicates that the member has not yet returned the offer. The relevant offer number appears next to the names of the members who return the offer. Purchase offers and related offers can be viewed.
Expenditure Details: You can record the expenses made regarding the offer by entering them directly from the expense detail page.
Convert to Sales Offer: Based on the purchase you have made, it can be converted into a direct sales offer for sale. In this way, you can receive and submit an offer and continue the purchasing process based on the acceptance of the offer.
Incoming Offers: When the manager who will evaluate the offers clicks on this link, the incoming offers screen opens. This can be described as a kind of roundup of offers. Here, the offers received are evaluated based on price, shipping method and delivery dates, and the system automatically determines and displays the appropriate offer. After selecting the current and price of the offer that suits you, you can create an order from this offer by clicking the "Create Order" button. The information contained in the selected offer will be included in the order.

Purchase Offers Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Special Offer Definitions / settings.form_add_offer_currency Param Wiki

Satış teklifleri için şirket ve işleyişe göre farklı tanımlar yapılır.

Tender Method / settings.tender_type Param Wiki

Satınalma tekliflerinde kullanılmak üzere ihale yöntemlerinin tanımlanmasını sağlar.

Purchase Offer,Page Designer / purchase.list_offer Page Designer Wiki

Tedarikçilerden alınan teklifler tek bir teklif detayından girilir. Bütün teklifler toparlanarak nihai teklif oluşturulur.

Purchase Offers Basket Setting / purchase.list_offer Page Designer Wiki

Tedarikçilerden alınan teklifler tek bir teklif detayından girilir. Bütün teklifler toparlanarak nihai teklif oluşturulur.

Purchase Offer,Page Settings / purchase.list_offer Xml Setup Wiki

Tedarikçilerden alınan teklifler tek bir teklif detayından girilir. Bütün teklifler toparlanarak nihai teklif oluşturulur.

Purchase Offers Registration Process / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Purchasing Offers Print Template / settings.form_add_print_files Output Template Wiki

Kaydedilen belgelerin çıktılarının alınması için kullanılır. Standart şablonlar seçilebilir ya da özel şablonlar eklenebilir, ayrıca şablonlar yetkiye bağlanabilir.

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XML Settings

XML Settings define page-specific operating rules. It is set in the XML section under Page Settings on each page.

xml_show_ref_no Referans No Gelsin

Evet = 1 Hayır = 0

Seçim

xml_employee Çalışan / Kaydeden Alanına Sistemdeki Kullanıcı Gelsin mi?

Evet = 1 Hayır = 0

Seçim

xml_change_by_position_id Çalışan / Kaydeden Alanında Değişiklik Yapabilecek Pozisyonlar

input

x_sales_tender_type İhale Yöntemi Seçilsin mi?

İhale Yönteminin seçilmesini sağlar.

Evet = 1 Hayır = 0

Seçim

x_sales_bargaining_type Pazarlık Yöntemi Seçilsin mi?

Pazarlık Yönteminin seçilmesini sağlar.

Evet = 1 Hayır = 0

Seçim

x_form_employee_max_rating_point Değerlendirici Başına Maksimum Teknik Puanlama Sayısı

Bir değerlendiricinin puanlama sayısını belirler.

input

x_form_count_per_offer Teklif Başına Değerleme Formu Sayısı

Her Teklifte Bulunabilecek Değerleme Formu Sayısını belirler.

input

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About Workcube Objects

Purchase Offers

The offers received from suppliers are entered from a single offer detail. All offers are collected and the final offer is created.

Type: WBO Version: Catalyst v5 Licence: Standard Author: Workcube Core