Acquisition Start -> Acquisition approved
First process phase: Define RFQ Base data and approve acquisition. The steps are described on the following pages and are provided by Sales.
Project definition - basic project data, strategic or opportunity definition (reporting relevant)
Strategic Positioning - enter data if acquisition has not been created from existing strategy
RFQ Base data - Project dates
RFQ Base data are required to approve acquisition and provide consistent and actual RFQ data from customer. Each of the described tabs requires at least one valid version (SAVE data, even if no data are changed).
Some of the contents are mandatory (marked with *).
File uploads are possible for standard file extensions.
Project dates - important internal and customer timing
Define basic project dates and customer milestones
Start of acquisition and Expected award of business are used in Reporting
Team & RFQ timing
Now select responsible user by function to evaluate and approve data within scheduled timing. All due dates need to be timed before RFQ date in first Quote version.
Default roles for each function:
Responsible - Evaluate data and request for approval
Approver - Receive request and confirm/reject evaluation
Volumes
For calculation and reviewing turnover in reporting, every project requires volume from SOP to EOP based either on monthly or annual base.
Type in volume per year (divided automatically to monthly base) or directly per month. Volume tab has limited excel functionality (e.g. drag&drop, copy and paste into different cells, ...)
Use volumes to calculate max. capacity required for week/day by taking over PEAK volume from grid (can be manually changed) and considering shift models.
Target Price
For calculation and reviewing turnover in reporting, every project requires target prices from SOP to EOP based either on monthly or annual base. This tab requires the following data:
Project (invoicing) currency (used in changes, claims, OTP,...)
Enter average carset/project target price and validity date (updated to all periods until new entry available)
If relevant, add percentual LTA (long term agreement) for price deduction (will be automatically calculated from January in defined year)
Footprint
Now enter Footprint data to determine distance between customer production and own production location.
Select
OEM plant (if not known select ExWorks/FCA as default) - mandatory
Own production location - mandatory
Own development location - optional
If location (company) data are correctly maintained, distance between 1 and 2 is shown in map.
Specification
Upload all RFQ relevant documents to provide latest and identical requirements to team.
Optional: Paste link to separate storage location for additional files.
Upload requirements:
One file at the same time, file size max. 30 MB
Allowed File Formats: txt | xlsx | xlsm | xls | csv | pdf | docx | doc | pptx | ppt | jpg | jpeg | gif | png | msg
Special characters like ä, ö, ê, ā, è, … in file name may be removed or changed.
If you delete a file in new version, it is still available in the version(s) before!
Commercial conditions
Last step before Acquisition Approval - Summarize commercial conditions
If relevant, provide customer RFQ -number, -date and -descrption.
Enter as many additional conditions which are important for and to be considered by your RFQ team.
This page contains some fixed proposals (but no entry required). All other data can be deleted or new entries added if required.
Acquisition approval
Done! Now it is time to resume all RFQ base data and request for acquisition approval. Permission role to request Acquisition Approval:
Sales PL (Project owner) or Acquisition PL
Recipient of request (mail notification) and responsible approver role in Team:
Acquisition PL Approver (requires user permission Acquisition Manager)
Decision:
Acquisition Approved - Evaluation to Quote phase released, mail notification to team including required action and due date. Change status in reporting and POOL view.
Acquisition not approved - Acquisition workflow stopped, status set to not approved, Project closed, not possible to edit afterwards
Next phase: Evaluation to Quote, which collects all functional cost and concept evaluation, followed by Calculation, Business case and Quote approval.