Siebel High Tech and Industrial Manufacturing Guide > Special Pricing Authorization > Process of SPA Quote and Claim Management >

Reviewing and Approving SPA Quotes (Supplier)

When the supplier receives an SPA quote request, the regional sales manager or sales operations manager reviews it, evaluating the individual line items, comparing it to similar quotes received for the same end customer (OEM manufacturer), and finally either approves or rejects the quote.

An approved quote automatically creates a pricing agreement. For more information about agreements, see Siebel Field Service Guide. The agreement is created by the HTIM SPA Quote Approval workflow process. For more information about the workflow process, see Workflows for High Tech and Industrial Manufacturing.

This task is part of Process of SPA Quote and Claim Management.

To review and approve or reject a pending SPA quote

1. Navigate to the SPA Quotes screen.
2. In the SPA Quotes list, drill down on an SPA quote of status Submitted.
3. Review the line items for the selected SPA quote. For each line item:
   • Modify the Authorized Cost field as needed.
   • Modify the Suggested Resale Price field as needed.
   • Set the status as appropriate. Each individual line item must be reviewed before the entire SPA quote can be approved.
4. Click the Similar Quotes view tab to see other SPA quotes for the same end customer (the OEM manufacturer of the finished goods for which the line item is to be used).
5. Review the listed quotes to verify pricing on similar parts for the same end customer in order to maintain pricing integrity across quotes.
6. In the SPA quote form, set status to Approved or Rejected as appropriate.

   Setting the status to Approved initiates the HTIM SPA Quote Approval workflow process and generates the agreement.

To review an agreement for an SPA quote

1. Navigate to the SPA Quotes All Quotes Across Organizations view.
2. Drill down on an SPA quote of status Approved.
3. Click the Agreement view tab to see the agreement generated for the SPA quote.
4. Drill down on the agreement name for more information on the agreement.

   The Entitlements - Price Details view appears. Some of the fields in the Price Details list are described in the following table.

   Field	Comments
   Balance Quantity	Number of parts not yet claimed through the SPA claim process. Value automatically decreases by quantity of each approved SPA claim.
   Approved Quantity	Number of parts quoted in the approved SPA.
   Purchase Cost	Price at which the distributor purchased the parts.
   Suggested Resale Price	Price suggested by the distributor; protects against excessive margins.
   Authorized Cost	Agreed upon reduced purchase cost from the SPA quote.

   NOTE:  The agreement entitlement is valid for three months starting from the day of approval. The time period can be changed by modifying the QUOTE_EXPIRATION_PERIOD LOV. See Siebel eSales Administration Guide for details on how to set quote expiration dates.