Reviewing and Approving SPA Quotes
When the supplier receives an SPA quote request, the partner manager reviews it, evaluating the individual line items, comparing it to similar quotes received for the same end customer, and finally either approves or rejects the quote.
Depending on how SPA was set up, multiple approvers might be required. For more information on the SPA approval flow, see Setting Up the SPA Approval Flow.
An approved quote automatically creates a pricing agreement. For more information about agreements, see Siebel Field Service Guide. The agreement is created by the Siebel HTIM SPA Quote Approval Workflow process. For more information about the SPA Quote Approval workflow process, see HTIM SPA Quote Approval Workflow.
This task is a step in Process of Managing SPA Quotes and Claims.
To review and approve or reject a pending SPA quote
Navigate to the SPA Quotes screen.
In the SPA Quotes list, drill down on an SPA quote that has a status of Submitted.
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.
Navigate to the Similar Quotes view to see other SPA quotes that are potential duplicates.
Review the listed quotes to verify pricing on similar parts to maintain pricing integrity across quotes.
In the SPA quote form, set each line item to Approve, Reject or Return.
Click Commit Actions to automatically change the Status of the SPA quote.
The following list describes the possible outcomes:
If a line item is set to Reject or Return, the Status is immediately updated to Rejected or Returned. No further approval action is required.
If a line item is set to Approve and no other approvers are required, the Status is immediately updated to Approved. Otherwise, the status remains Pending Review.
If any line items are still Pending Review, the entire SPA quote is routed to the next approver.
If there are no Pending Review items but at least one Returned item, the entire SPA quote is returned to the submitter.
If there are no Pending Review or Returned items, the SPA quote is fully approved, and a pricing agreement is created.
Use the following procedure to review an agreement for an SPA quote.
To review an agreement for an SPA quote
Navigate to the SPA Quotes screen.
Drill down on an SPA quote that has a status of Approved or Partially Approved.
Navigate to the Agreement view to see the agreement generated for the SPA quote.
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.
Balance Quantity
Number of parts not yet claimed through the SPA claim process. The value automatically decreases with each approved SPA claim.
Approved Quantity
Number of parts quoted in the approved SPA.
Field
Description
Purchase Cost
Price at which the distributor purchased the parts.
Suggested Resale Price
Price suggested by the distributor. This price prevents excessive margins.
Authorized Cost
The agreed, reduced-purchase cost, based on the SPA quote.