Use Agreement Items in Quote

[Montalbano Florian]

Hi everyone,
I would like to know if there is a way to create a quote using Agreement
Item.

Here what I want to do :
A client has a price agreement with my company for the product 'Gizmo'.
He asks me a Quote for 12 'Gizmo'.
I create the Quote which uses the price agreement for 'Gizmo'.

But I can't find how to create a Quote using a price agreement. I can
create an Order Entry with the wanted price agreement but not a Quote.
Is there a way to do that in the Trunk ?

Thanks,
Have a nice day,


Florian Montalbano

[Rishi Solanki]

Florian,

Just wanted share my understanding with business. When a vendor come and
share its quote with any company and company after discussion finalize some
quotation and sign an agreement. After that whenever company needs that
item it purchase as per the agreement price. Not sure why you need
agreement for quote, but may be this is kind of requirement in very
specific case.

Currently, I think no support at quote level in OFBiz of your requirement.
But quote following the order model, so you can try to change the quote
model into order and add this functionality by following the Order Entry
process for quote.


HTH!



Rishi Solanki
Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: [phone]
http://www.hotwaxsystems.com

On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
[hidden email]> wrote:

> Hi everyone,
> I would like to know if there is a way to create a quote using Agreement
> Item.
>
> Here what I want to do :
> A client has a price agreement with my company for the product 'Gizmo'.
> He asks me a Quote for 12 'Gizmo'.
> I create the Quote which uses the price agreement for 'Gizmo'.
>
> But I can't find how to create a Quote using a price agreement. I can
> create an Order Entry with the wanted price agreement but not a Quote.
> Is there a way to do that in the Trunk ?
>
> Thanks,
> Have a nice day,
>
>
> Florian Montalbano
>

[Pierre Smits]

Rishi, Florian, all,

It is fairly common in various sectors that companies have framework
agreements with their suppliers (and thus the other way around also), that
define not also the terms and conditions regarding the delivery of service
and/or goods. But also define how process flows.

So, a framework can contains all defining aspects that must be reflected in
the documents generated and relating to RFQs, quote confirmations, crders,
crder confirmations, invoices, packing slips, etc.

In the scenario described by Florian - and in often in general - the
business process goes from (framework) agreement to quote, and from quote
to order. I have yet to see a process that goes from order to quote.

As to answering the question of Florian:
Such a (set of) functions are currently not available in the feature set.
If you feel this would be an enhancement that would increase adoption, feel
free to create a JIRA issue and help getting that resolved.

Best regards,

Pierre Smits

ORRTIZ.COM <http://www.orrtiz.com>
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[hidden email]>
wrote:

> Florian,
>
> Just wanted share my understanding with business. When a vendor come and
> share its quote with any company and company after discussion finalize some
> quotation and sign an agreement. After that whenever company needs that
> item it purchase as per the agreement price. Not sure why you need
> agreement for quote, but may be this is kind of requirement in very
> specific case.
>
> Currently, I think no support at quote level in OFBiz of your requirement.
> But quote following the order model, so you can try to change the quote
> model into order and add this functionality by following the Order Entry
> process for quote.
>
>
> HTH!
>
>
>
> Rishi Solanki
> Manager, Enterprise Software Development
> HotWax Systems Pvt. Ltd.
> Direct: [phone]
> http://www.hotwaxsystems.com
>
> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
> [hidden email]> wrote:
>
> > Hi everyone,
> > I would like to know if there is a way to create a quote using Agreement
> > Item.
> >
> > Here what I want to do :
> > A client has a price agreement with my company for the product 'Gizmo'.
> > He asks me a Quote for 12 'Gizmo'.
> > I create the Quote which uses the price agreement for 'Gizmo'.
> >
> > But I can't find how to create a Quote using a price agreement. I can
> > create an Order Entry with the wanted price agreement but not a Quote.
> > Is there a way to do that in the Trunk ?
> >
> > Thanks,
> > Have a nice day,
> >
> >
> > Florian Montalbano
> >
>

[Naveen Metta]

Below is the process I have real time experience with;

1. Company A has agreement (preferred vendor  agreement) including payment terms.
Note: some companies in company B Position may request company A for credit application.  
2. Any or selected employees of Company A can request goods or services.
3.  Company B provides a quote for approval or
Company B can issue a PO OR RFQ.
4.  Company A accepts PO and sends back with authorized signature and payment as agreed.
OR
Company A Can request modification to PO.
5. Internal to company A may need capx form to be completed as needed.
6. Now company B will fulfill the PO.
7. Company A will send the payment if there is NET X days payment agreement in place.

Is any one can recommend a short term solution based on above process?

Thank you. Sent from my iPhone.
 
Naveen Metta

> On Jul 12, 2016, at 4:08 AM, Pierre Smits <[hidden email]> wrote:
>
> Rishi, Florian, all,
>
> It is fairly common in various sectors that companies have framework
> agreements with their suppliers (and thus the other way around also), that
> define not also the terms and conditions regarding the delivery of service
> and/or goods. But also define how process flows.
>
> So, a framework can contains all defining aspects that must be reflected in
> the documents generated and relating to RFQs, quote confirmations, crders,
> crder confirmations, invoices, packing slips, etc.
>
> In the scenario described by Florian - and in often in general - the
> business process goes from (framework) agreement to quote, and from quote
> to order. I have yet to see a process that goes from order to quote.
>
> As to answering the question of Florian:
> Such a (set of) functions are currently not available in the feature set.
> If you feel this would be an enhancement that would increase adoption, feel
> free to create a JIRA issue and help getting that resolved.
>
> Best regards,
>
> Pierre Smits
>
> ORRTIZ.COM <http://www.orrtiz.com>
> OFBiz based solutions & services
>
> OFBiz Extensions Marketplace
> http://oem.ofbizci.net/oci-2/
>
> On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[hidden email]>
> wrote:
>
>> Florian,
>>
>> Just wanted share my understanding with business. When a vendor come and
>> share its quote with any company and company after discussion finalize some
>> quotation and sign an agreement. After that whenever company needs that
>> item it purchase as per the agreement price. Not sure why you need
>> agreement for quote, but may be this is kind of requirement in very
>> specific case.
>>
>> Currently, I think no support at quote level in OFBiz of your requirement.
>> But quote following the order model, so you can try to change the quote
>> model into order and add this functionality by following the Order Entry
>> process for quote.
>>
>>
>> HTH!
>>
>>
>>
>> Rishi Solanki
>> Manager, Enterprise Software Development
>> HotWax Systems Pvt. Ltd.
>> Direct: [phone]
>> http://www.hotwaxsystems.com
>>
>> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
>> [hidden email]> wrote:
>>
>>> Hi everyone,
>>> I would like to know if there is a way to create a quote using Agreement
>>> Item.
>>>
>>> Here what I want to do :
>>> A client has a price agreement with my company for the product 'Gizmo'.
>>> He asks me a Quote for 12 'Gizmo'.
>>> I create the Quote which uses the price agreement for 'Gizmo'.
>>>
>>> But I can't find how to create a Quote using a price agreement. I can
>>> create an Order Entry with the wanted price agreement but not a Quote.
>>> Is there a way to do that in the Trunk ?
>>>
>>> Thanks,
>>> Have a nice day,
>>>
>>>
>>> Florian Montalbano
>>

[Pierre Smits]

Naveen,

The short answer to your question,  is 'yes, use OFBiz for either the
processes of companyA or the processes of company B'.

Your posting, albeit related to the generics of procurement and sale
process, seems - based on the simple processes descriptions - more complex
than can be assessed from it.

I suggest you hire external help to get all the necessary requirements on
the table before implementing a complex solution solution like OFBiz.

Best regards,

Pierre Smits

ORRTIZ.COM <http://www.orrtiz.com>
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Tue, Jul 12, 2016 at 11:52 AM, Naveen Metta <[hidden email]>
wrote:

> Below is the process I have real time experience with;
>
> 1. Company A has agreement (preferred vendor  agreement) including payment
> terms.
> Note: some companies in company B Position may request company A for
> credit application.
> 2. Any or selected employees of Company A can request goods or services.
> 3.  Company B provides a quote for approval or
> Company B can issue a PO OR RFQ.
> 4.  Company A accepts PO and sends back with authorized signature and
> payment as agreed.
> OR
> Company A Can request modification to PO.
> 5. Internal to company A may need capx form to be completed as needed.
> 6. Now company B will fulfill the PO.
> 7. Company A will send the payment if there is NET X days payment
> agreement in place.
>
> Is any one can recommend a short term solution based on above process?
>
> Thank you. Sent from my iPhone.
>
> Naveen Metta
>
> > On Jul 12, 2016, at 4:08 AM, Pierre Smits <[hidden email]>
> wrote:
> >
> > Rishi, Florian, all,
> >
> > It is fairly common in various sectors that companies have framework
> > agreements with their suppliers (and thus the other way around also),
> that
> > define not also the terms and conditions regarding the delivery of
> service
> > and/or goods. But also define how process flows.
> >
> > So, a framework can contains all defining aspects that must be reflected
> in
> > the documents generated and relating to RFQs, quote confirmations,
> crders,
> > crder confirmations, invoices, packing slips, etc.
> >
> > In the scenario described by Florian - and in often in general - the
> > business process goes from (framework) agreement to quote, and from quote
> > to order. I have yet to see a process that goes from order to quote.
> >
> > As to answering the question of Florian:
> > Such a (set of) functions are currently not available in the feature set.
> > If you feel this would be an enhancement that would increase adoption,
> feel
> > free to create a JIRA issue and help getting that resolved.
> >
> > Best regards,
> >
> > Pierre Smits
> >
> > ORRTIZ.COM <http://www.orrtiz.com>
> > OFBiz based solutions & services
> >
> > OFBiz Extensions Marketplace
> > http://oem.ofbizci.net/oci-2/
> >
> > On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[hidden email]
> >
> > wrote:
> >
> >> Florian,
> >>
> >> Just wanted share my understanding with business. When a vendor come and
> >> share its quote with any company and company after discussion finalize
> some
> >> quotation and sign an agreement. After that whenever company needs that
> >> item it purchase as per the agreement price. Not sure why you need
> >> agreement for quote, but may be this is kind of requirement in very
> >> specific case.
> >>
> >> Currently, I think no support at quote level in OFBiz of your
> requirement.
> >> But quote following the order model, so you can try to change the quote
> >> model into order and add this functionality by following the Order Entry
> >> process for quote.
> >>
> >>
> >> HTH!
> >>
> >>
> >>
> >> Rishi Solanki
> >> Manager, Enterprise Software Development
> >> HotWax Systems Pvt. Ltd.
> >> Direct: [phone]
> >> http://www.hotwaxsystems.com
> >>
> >> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
> >> [hidden email]> wrote:
> >>
> >>> Hi everyone,
> >>> I would like to know if there is a way to create a quote using
> Agreement
> >>> Item.
> >>>
> >>> Here what I want to do :
> >>> A client has a price agreement with my company for the product 'Gizmo'.
> >>> He asks me a Quote for 12 'Gizmo'.
> >>> I create the Quote which uses the price agreement for 'Gizmo'.
> >>>
> >>> But I can't find how to create a Quote using a price agreement. I can
> >>> create an Order Entry with the wanted price agreement but not a Quote.
> >>> Is there a way to do that in the Trunk ?
> >>>
> >>> Thanks,
> >>> Have a nice day,
> >>>
> >>>
> >>> Florian Montalbano
> >>
>

[Montalbano Florian]

Thank you for your answers !
It is exactly as Pierre said.

To my mind that it is an improvement but from what Rishi said, it may be
a specific need.
It could be nice if we could get a few more opinions about this subject.

Should I open a Jira now to launch the improvement, start to think about
how to implement this and see if there are more people interested ?

Thanks again : )
Have a nice day,

Florian Montalbano

Le 12/07/2016 11:08, Pierre Smits a écrit :

> Rishi, Florian, all,
>
> It is fairly common in various sectors that companies have framework
> agreements with their suppliers (and thus the other way around also), that
> define not also the terms and conditions regarding the delivery of service
> and/or goods. But also define how process flows.
>
> So, a framework can contains all defining aspects that must be reflected in
> the documents generated and relating to RFQs, quote confirmations, crders,
> crder confirmations, invoices, packing slips, etc.
>
> In the scenario described by Florian - and in often in general - the
> business process goes from (framework) agreement to quote, and from quote
> to order. I have yet to see a process that goes from order to quote.
>
> As to answering the question of Florian:
> Such a (set of) functions are currently not available in the feature set.
> If you feel this would be an enhancement that would increase adoption, feel
> free to create a JIRA issue and help getting that resolved.
>
> Best regards,
>
> Pierre Smits
>
> ORRTIZ.COM <http://www.orrtiz.com>
> OFBiz based solutions & services
>
> OFBiz Extensions Marketplace
> http://oem.ofbizci.net/oci-2/
>
> On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[hidden email]>
> wrote:
>
>> Florian,
>>
>> Just wanted share my understanding with business. When a vendor come and
>> share its quote with any company and company after discussion finalize some
>> quotation and sign an agreement. After that whenever company needs that
>> item it purchase as per the agreement price. Not sure why you need
>> agreement for quote, but may be this is kind of requirement in very
>> specific case.
>>
>> Currently, I think no support at quote level in OFBiz of your requirement.
>> But quote following the order model, so you can try to change the quote
>> model into order and add this functionality by following the Order Entry
>> process for quote.
>>
>>
>> HTH!
>>
>>
>>
>> Rishi Solanki
>> Manager, Enterprise Software Development
>> HotWax Systems Pvt. Ltd.
>> Direct: [phone]
>> http://www.hotwaxsystems.com
>>
>> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
>> [hidden email]> wrote:
>>
>>> Hi everyone,
>>> I would like to know if there is a way to create a quote using Agreement
>>> Item.
>>>
>>> Here what I want to do :
>>> A client has a price agreement with my company for the product 'Gizmo'.
>>> He asks me a Quote for 12 'Gizmo'.
>>> I create the Quote which uses the price agreement for 'Gizmo'.
>>>
>>> But I can't find how to create a Quote using a price agreement. I can
>>> create an Order Entry with the wanted price agreement but not a Quote.
>>> Is there a way to do that in the Trunk ?
>>>
>>> Thanks,
>>> Have a nice day,
>>>
>>>
>>> Florian Montalbano
>>>

[Pierre Smits]

Florian,

It is a good suggestion to wait and and see whether other contributors will
provide their insights and concerns before creating a improvement issue in
JIRA. As a suggestion, you could wait e.g. the standard minimum delay
period of 72h before applying lazy consensus.

And then work from there, with e.g. definitions of requirements and
solution direction. That way everybody can be kept on the page.

Best regards,



Pierre Smits

ORRTIZ.COM <http://www.orrtiz.com>
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Tue, Jul 12, 2016 at 5:55 PM, Montalbano Florian <
[hidden email]> wrote:

> Thank you for your answers !
> It is exactly as Pierre said.
>
> To my mind that it is an improvement but from what Rishi said, it may be a
> specific need.
> It could be nice if we could get a few more opinions about this subject.
>
> Should I open a Jira now to launch the improvement, start to think about
> how to implement this and see if there are more people interested ?
>
> Thanks again : )
> Have a nice day,
>
> Florian Montalbano
>
> Le 12/07/2016 11:08, Pierre Smits a écrit :
>
>> Rishi, Florian, all,
>>
>> It is fairly common in various sectors that companies have framework
>> agreements with their suppliers (and thus the other way around also), that
>> define not also the terms and conditions regarding the delivery of service
>> and/or goods. But also define how process flows.
>>
>> So, a framework can contains all defining aspects that must be reflected
>> in
>> the documents generated and relating to RFQs, quote confirmations, crders,
>> crder confirmations, invoices, packing slips, etc.
>>
>> In the scenario described by Florian - and in often in general - the
>> business process goes from (framework) agreement to quote, and from quote
>> to order. I have yet to see a process that goes from order to quote.
>>
>> As to answering the question of Florian:
>> Such a (set of) functions are currently not available in the feature set.
>> If you feel this would be an enhancement that would increase adoption,
>> feel
>> free to create a JIRA issue and help getting that resolved.
>>
>> Best regards,
>>
>> Pierre Smits
>>
>> ORRTIZ.COM <http://www.orrtiz.com>
>>
>> OFBiz based solutions & services
>>
>> OFBiz Extensions Marketplace
>> http://oem.ofbizci.net/oci-2/
>>
>> On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[hidden email]>
>> wrote:
>>
>> Florian,
>>>
>>> Just wanted share my understanding with business. When a vendor come and
>>> share its quote with any company and company after discussion finalize
>>> some
>>> quotation and sign an agreement. After that whenever company needs that
>>> item it purchase as per the agreement price. Not sure why you need
>>> agreement for quote, but may be this is kind of requirement in very
>>> specific case.
>>>
>>> Currently, I think no support at quote level in OFBiz of your
>>> requirement.
>>> But quote following the order model, so you can try to change the quote
>>> model into order and add this functionality by following the Order Entry
>>> process for quote.
>>>
>>>
>>> HTH!
>>>
>>>
>>>
>>> Rishi Solanki
>>> Manager, Enterprise Software Development
>>> HotWax Systems Pvt. Ltd.
>>> Direct: [phone]
>>> http://www.hotwaxsystems.com
>>>
>>> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
>>> [hidden email]> wrote:
>>>
>>> Hi everyone,
>>>> I would like to know if there is a way to create a quote using Agreement
>>>> Item.
>>>>
>>>> Here what I want to do :
>>>> A client has a price agreement with my company for the product 'Gizmo'.
>>>> He asks me a Quote for 12 'Gizmo'.
>>>> I create the Quote which uses the price agreement for 'Gizmo'.
>>>>
>>>> But I can't find how to create a Quote using a price agreement. I can
>>>> create an Order Entry with the wanted price agreement but not a Quote.
>>>> Is there a way to do that in the Trunk ?
>>>>
>>>> Thanks,
>>>> Have a nice day,
>>>>
>>>>
>>>> Florian Montalbano
>>>>
>>>>
>

[Jacques Le Roux]

I see no problems with the idea so creating a Jira fits for me

Jacques


Le 12/07/2016 à 18:14, Pierre Smits a écrit :

> Florian,
>
> It is a good suggestion to wait and and see whether other contributors will
> provide their insights and concerns before creating a improvement issue in
> JIRA. As a suggestion, you could wait e.g. the standard minimum delay
> period of 72h before applying lazy consensus.
>
> And then work from there, with e.g. definitions of requirements and
> solution direction. That way everybody can be kept on the page.
>
> Best regards,
>
>
>
> Pierre Smits
>
> ORRTIZ.COM <http://www.orrtiz.com>
> OFBiz based solutions & services
>
> OFBiz Extensions Marketplace
> http://oem.ofbizci.net/oci-2/
>
> On Tue, Jul 12, 2016 at 5:55 PM, Montalbano Florian <
> [hidden email]> wrote:
>
>> Thank you for your answers !
>> It is exactly as Pierre said.
>>
>> To my mind that it is an improvement but from what Rishi said, it may be a
>> specific need.
>> It could be nice if we could get a few more opinions about this subject.
>>
>> Should I open a Jira now to launch the improvement, start to think about
>> how to implement this and see if there are more people interested ?
>>
>> Thanks again : )
>> Have a nice day,
>>
>> Florian Montalbano
>>
>> Le 12/07/2016 11:08, Pierre Smits a écrit :
>>
>>> Rishi, Florian, all,
>>>
>>> It is fairly common in various sectors that companies have framework
>>> agreements with their suppliers (and thus the other way around also), that
>>> define not also the terms and conditions regarding the delivery of service
>>> and/or goods. But also define how process flows.
>>>
>>> So, a framework can contains all defining aspects that must be reflected
>>> in
>>> the documents generated and relating to RFQs, quote confirmations, crders,
>>> crder confirmations, invoices, packing slips, etc.
>>>
>>> In the scenario described by Florian - and in often in general - the
>>> business process goes from (framework) agreement to quote, and from quote
>>> to order. I have yet to see a process that goes from order to quote.
>>>
>>> As to answering the question of Florian:
>>> Such a (set of) functions are currently not available in the feature set.
>>> If you feel this would be an enhancement that would increase adoption,
>>> feel
>>> free to create a JIRA issue and help getting that resolved.
>>>
>>> Best regards,
>>>
>>> Pierre Smits
>>>
>>> ORRTIZ.COM <http://www.orrtiz.com>
>>>
>>> OFBiz based solutions & services
>>>
>>> OFBiz Extensions Marketplace
>>> http://oem.ofbizci.net/oci-2/
>>>
>>> On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[hidden email]>
>>> wrote:
>>>
>>> Florian,
>>>> Just wanted share my understanding with business. When a vendor come and
>>>> share its quote with any company and company after discussion finalize
>>>> some
>>>> quotation and sign an agreement. After that whenever company needs that
>>>> item it purchase as per the agreement price. Not sure why you need
>>>> agreement for quote, but may be this is kind of requirement in very
>>>> specific case.
>>>>
>>>> Currently, I think no support at quote level in OFBiz of your
>>>> requirement.
>>>> But quote following the order model, so you can try to change the quote
>>>> model into order and add this functionality by following the Order Entry
>>>> process for quote.
>>>>
>>>>
>>>> HTH!
>>>>
>>>>
>>>>
>>>> Rishi Solanki
>>>> Manager, Enterprise Software Development
>>>> HotWax Systems Pvt. Ltd.
>>>> Direct: [phone]
>>>> http://www.hotwaxsystems.com
>>>>
>>>> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
>>>> [hidden email]> wrote:
>>>>
>>>> Hi everyone,
>>>>> I would like to know if there is a way to create a quote using Agreement
>>>>> Item.
>>>>>
>>>>> Here what I want to do :
>>>>> A client has a price agreement with my company for the product 'Gizmo'.
>>>>> He asks me a Quote for 12 'Gizmo'.
>>>>> I create the Quote which uses the price agreement for 'Gizmo'.
>>>>>
>>>>> But I can't find how to create a Quote using a price agreement. I can
>>>>> create an Order Entry with the wanted price agreement but not a Quote.
>>>>> Is there a way to do that in the Trunk ?
>>>>>
>>>>> Thanks,
>>>>> Have a nice day,
>>>>>
>>>>>
>>>>> Florian Montalbano
>>>>>
>>>>>

[Montalbano Florian]

I will wait for the lazy consensus and then launch the issue then.
Thank you for sharing your experience on how to do thing for the
community in the best way.

Have a nice day,
Florian Montalbano

Le 13/07/2016 07:49, Jacques Le Roux a écrit :

> I see no problems with the idea so creating a Jira fits for me
>
> Jacques
>
>
> Le 12/07/2016 à 18:14, Pierre Smits a écrit :
>> Florian,
>>
>> It is a good suggestion to wait and and see whether other
>> contributors will
>> provide their insights and concerns before creating a improvement
>> issue in
>> JIRA. As a suggestion, you could wait e.g. the standard minimum delay
>> period of 72h before applying lazy consensus.
>>
>> And then work from there, with e.g. definitions of requirements and
>> solution direction. That way everybody can be kept on the page.
>>
>> Best regards,
>>
>>
>>
>> Pierre Smits
>>
>> ORRTIZ.COM <http://www.orrtiz.com>
>> OFBiz based solutions & services
>>
>> OFBiz Extensions Marketplace
>> http://oem.ofbizci.net/oci-2/
>>
>> On Tue, Jul 12, 2016 at 5:55 PM, Montalbano Florian <
>> [hidden email]> wrote:
>>
>>> Thank you for your answers !
>>> It is exactly as Pierre said.
>>>
>>> To my mind that it is an improvement but from what Rishi said, it
>>> may be a
>>> specific need.
>>> It could be nice if we could get a few more opinions about this
>>> subject.
>>>
>>> Should I open a Jira now to launch the improvement, start to think
>>> about
>>> how to implement this and see if there are more people interested ?
>>>
>>> Thanks again : )
>>> Have a nice day,
>>>
>>> Florian Montalbano
>>>
>>> Le 12/07/2016 11:08, Pierre Smits a écrit :
>>>
>>>> Rishi, Florian, all,
>>>>
>>>> It is fairly common in various sectors that companies have framework
>>>> agreements with their suppliers (and thus the other way around
>>>> also), that
>>>> define not also the terms and conditions regarding the delivery of
>>>> service
>>>> and/or goods. But also define how process flows.
>>>>
>>>> So, a framework can contains all defining aspects that must be
>>>> reflected
>>>> in
>>>> the documents generated and relating to RFQs, quote confirmations,
>>>> crders,
>>>> crder confirmations, invoices, packing slips, etc.
>>>>
>>>> In the scenario described by Florian - and in often in general - the
>>>> business process goes from (framework) agreement to quote, and from
>>>> quote
>>>> to order. I have yet to see a process that goes from order to quote.
>>>>
>>>> As to answering the question of Florian:
>>>> Such a (set of) functions are currently not available in the
>>>> feature set.
>>>> If you feel this would be an enhancement that would increase adoption,
>>>> feel
>>>> free to create a JIRA issue and help getting that resolved.
>>>>
>>>> Best regards,
>>>>
>>>> Pierre Smits
>>>>
>>>> ORRTIZ.COM <http://www.orrtiz.com>
>>>>
>>>> OFBiz based solutions & services
>>>>
>>>> OFBiz Extensions Marketplace
>>>> http://oem.ofbizci.net/oci-2/
>>>>
>>>> On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki
>>>> <[hidden email]>
>>>> wrote:
>>>>
>>>> Florian,
>>>>> Just wanted share my understanding with business. When a vendor
>>>>> come and
>>>>> share its quote with any company and company after discussion
>>>>> finalize
>>>>> some
>>>>> quotation and sign an agreement. After that whenever company needs
>>>>> that
>>>>> item it purchase as per the agreement price. Not sure why you need
>>>>> agreement for quote, but may be this is kind of requirement in very
>>>>> specific case.
>>>>>
>>>>> Currently, I think no support at quote level in OFBiz of your
>>>>> requirement.
>>>>> But quote following the order model, so you can try to change the
>>>>> quote
>>>>> model into order and add this functionality by following the Order
>>>>> Entry
>>>>> process for quote.
>>>>>
>>>>>
>>>>> HTH!
>>>>>
>>>>>
>>>>>
>>>>> Rishi Solanki
>>>>> Manager, Enterprise Software Development
>>>>> HotWax Systems Pvt. Ltd.
>>>>> Direct: [phone]
>>>>> http://www.hotwaxsystems.com
>>>>>
>>>>> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
>>>>> [hidden email]> wrote:
>>>>>
>>>>> Hi everyone,
>>>>>> I would like to know if there is a way to create a quote using
>>>>>> Agreement
>>>>>> Item.
>>>>>>
>>>>>> Here what I want to do :
>>>>>> A client has a price agreement with my company for the product
>>>>>> 'Gizmo'.
>>>>>> He asks me a Quote for 12 'Gizmo'.
>>>>>> I create the Quote which uses the price agreement for 'Gizmo'.
>>>>>>
>>>>>> But I can't find how to create a Quote using a price agreement. I
>>>>>> can
>>>>>> create an Order Entry with the wanted price agreement but not a
>>>>>> Quote.
>>>>>> Is there a way to do that in the Trunk ?
>>>>>>
>>>>>> Thanks,
>>>>>> Have a nice day,
>>>>>>
>>>>>>
>>>>>> Florian Montalbano
>>>>>>
>>>>>>
>

[Rishi Solanki]

+1 for proceeding with this idea. We should log Jira and take it to next
level from ticket.

Rishi Solanki
Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: [phone]
http://www.hotwaxsystems.com

On Wed, Jul 13, 2016 at 2:26 PM, Montalbano Florian <
[hidden email]> wrote:

> I will wait for the lazy consensus and then launch the issue then.
> Thank you for sharing your experience on how to do thing for the community
> in the best way.
>
> Have a nice day,
> Florian Montalbano
>
> Le 13/07/2016 07:49, Jacques Le Roux a écrit :
>
>> I see no problems with the idea so creating a Jira fits for me
>>
>> Jacques
>>
>>
>> Le 12/07/2016 à 18:14, Pierre Smits a écrit :
>>
>>> Florian,
>>>
>>> It is a good suggestion to wait and and see whether other contributors
>>> will
>>> provide their insights and concerns before creating a improvement issue
>>> in
>>> JIRA. As a suggestion, you could wait e.g. the standard minimum delay
>>> period of 72h before applying lazy consensus.
>>>
>>> And then work from there, with e.g. definitions of requirements and
>>> solution direction. That way everybody can be kept on the page.
>>>
>>> Best regards,
>>>
>>>
>>>
>>> Pierre Smits
>>>
>>> ORRTIZ.COM <http://www.orrtiz.com>
>>> OFBiz based solutions & services
>>>
>>> OFBiz Extensions Marketplace
>>> http://oem.ofbizci.net/oci-2/
>>>
>>> On Tue, Jul 12, 2016 at 5:55 PM, Montalbano Florian <
>>> [hidden email]> wrote:
>>>
>>> Thank you for your answers !
>>>> It is exactly as Pierre said.
>>>>
>>>> To my mind that it is an improvement but from what Rishi said, it may
>>>> be a
>>>> specific need.
>>>> It could be nice if we could get a few more opinions about this subject.
>>>>
>>>> Should I open a Jira now to launch the improvement, start to think about
>>>> how to implement this and see if there are more people interested ?
>>>>
>>>> Thanks again : )
>>>> Have a nice day,
>>>>
>>>> Florian Montalbano
>>>>
>>>> Le 12/07/2016 11:08, Pierre Smits a écrit :
>>>>
>>>> Rishi, Florian, all,
>>>>>
>>>>> It is fairly common in various sectors that companies have framework
>>>>> agreements with their suppliers (and thus the other way around also),
>>>>> that
>>>>> define not also the terms and conditions regarding the delivery of
>>>>> service
>>>>> and/or goods. But also define how process flows.
>>>>>
>>>>> So, a framework can contains all defining aspects that must be
>>>>> reflected
>>>>> in
>>>>> the documents generated and relating to RFQs, quote confirmations,
>>>>> crders,
>>>>> crder confirmations, invoices, packing slips, etc.
>>>>>
>>>>> In the scenario described by Florian - and in often in general - the
>>>>> business process goes from (framework) agreement to quote, and from
>>>>> quote
>>>>> to order. I have yet to see a process that goes from order to quote.
>>>>>
>>>>> As to answering the question of Florian:
>>>>> Such a (set of) functions are currently not available in the feature
>>>>> set.
>>>>> If you feel this would be an enhancement that would increase adoption,
>>>>> feel
>>>>> free to create a JIRA issue and help getting that resolved.
>>>>>
>>>>> Best regards,
>>>>>
>>>>> Pierre Smits
>>>>>
>>>>> ORRTIZ.COM <http://www.orrtiz.com>
>>>>>
>>>>> OFBiz based solutions & services
>>>>>
>>>>> OFBiz Extensions Marketplace
>>>>> http://oem.ofbizci.net/oci-2/
>>>>>
>>>>> On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <
>>>>> [hidden email]>
>>>>> wrote:
>>>>>
>>>>> Florian,
>>>>>
>>>>>> Just wanted share my understanding with business. When a vendor come
>>>>>> and
>>>>>> share its quote with any company and company after discussion finalize
>>>>>> some
>>>>>> quotation and sign an agreement. After that whenever company needs
>>>>>> that
>>>>>> item it purchase as per the agreement price. Not sure why you need
>>>>>> agreement for quote, but may be this is kind of requirement in very
>>>>>> specific case.
>>>>>>
>>>>>> Currently, I think no support at quote level in OFBiz of your
>>>>>> requirement.
>>>>>> But quote following the order model, so you can try to change the
>>>>>> quote
>>>>>> model into order and add this functionality by following the Order
>>>>>> Entry
>>>>>> process for quote.
>>>>>>
>>>>>>
>>>>>> HTH!
>>>>>>
>>>>>>
>>>>>>
>>>>>> Rishi Solanki
>>>>>> Manager, Enterprise Software Development
>>>>>> HotWax Systems Pvt. Ltd.
>>>>>> Direct: [phone]
>>>>>> http://www.hotwaxsystems.com
>>>>>>
>>>>>> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian <
>>>>>> [hidden email]> wrote:
>>>>>>
>>>>>> Hi everyone,
>>>>>>
>>>>>>> I would like to know if there is a way to create a quote using
>>>>>>> Agreement
>>>>>>> Item.
>>>>>>>
>>>>>>> Here what I want to do :
>>>>>>> A client has a price agreement with my company for the product
>>>>>>> 'Gizmo'.
>>>>>>> He asks me a Quote for 12 'Gizmo'.
>>>>>>> I create the Quote which uses the price agreement for 'Gizmo'.
>>>>>>>
>>>>>>> But I can't find how to create a Quote using a price agreement. I can
>>>>>>> create an Order Entry with the wanted price agreement but not a
>>>>>>> Quote.
>>>>>>> Is there a way to do that in the Trunk ?
>>>>>>>
>>>>>>> Thanks,
>>>>>>> Have a nice day,
>>>>>>>
>>>>>>>
>>>>>>> Florian Montalbano
>>>>>>>
>>>>>>>
>>>>>>>
>>
>