Purchase & Procurement mailing list archives

Hi Alexandre, Joël and other community members.

I have been looking at the work done by CamptoCamp on the topic of Tendering for Standing Offers (http://thelawdictionary.org/standing-offer/), which is about the same thing as to establish a tendering process to get to supplier pricelists, for Odoo v9:

• Framework Agreements (https://github.com/OCA/purchase-workflow/tree/8.0/framework_agreement)
• Bid Selection (https://github.com/OCA/purchase-workflow/tree/8.0/purchase_requisition_bid_selection)
• The connection with Bid Selection (https://github.com/OCA/vertical-ngo/tree/9.0/framework_agreement_requisition)

After a review, here are some insights:

• In v9 the pricelists are not used for suppliers, and the only model that remains is product.supplierinfo.
• In v9 it seems to me that the Framework Agreement model should be the product.supplierinfo, with extended fields.
  
• The concept of a portfolio causes me confusion. Perhaps you have a use case that evades me.
• Trying to fit the framework agreement into the standard tendering process seems to me forced, and seems to introduce quite a few alterations to the PO.

I have been prototyping a proposal to manage Tenders for Supplier Pricelists using a separate tendering process:

https://github.com/Eficent/service_management/tree/9.0/product_supplierinfo_tender

It is WIP, but stable enough to play with. It is very inspired in the purchase_requisition_bid_selection, but very focused on the specifics of tendering for price agreements. 

This module allows to:

• Start a Tender for price agreements

• Call for Bids and encode vendor responses. A bid contains multiple price agreement proposals

• Select the winning price agreements. A bid from a vendor can contain one or multiple approved price agreements.

• Close the Tender

The end result is a list of approved product.supplierinfo records that can be used in purchase orders.

The tender and bids are kept for historical purposes, and once the tender is closed, they cannot be used anymore.

I would really appreciate your feedback on the topic. 

On Wed, Jun 29, 2016 at 5:10 PM, Jordi Ballester Alomar <jordi.ballester@eficent.com> wrote:

Thanks Alexandre,

A few days ago I ported the framework_agreement module to v9 (https://github.com/OCA/purchase-workflow/pull/239), but then I realized that Odoo 9 now handles the price agreements in the product.supplierinfo. 

There's an overlap between the features that the product.supplierinfo and the framework.agreement provide, and I'm uncertain on what is the best way to move forward.

As for framework_agreement_requisition, it is certainly useful. I can see that the framework agreement would not be completed automagically when the tender process is completed, which would be nice :)

I researched how SAP uses Tenders in their SCM package, and it seems that a Tender can result in either a PO or a Contract (which would be the Framework Agreement / Supplier Pricelist in Odoo).

Thanks for your feedback!

Regards,

Jordi.

On Wed, Jun 29, 2016 at 1:53 PM, Alexandre Fayolle <alexandre.fayolle@camptocamp.com> wrote:

Hello,

You may want to check what we did in
https://github.com/OCA/vertical-ngo. The code is available for 8.0, and
not ported to 9.0 for lack of funding.

The module framework_agreement_requisition allows to create a tender to
negociate a framework aggreement (from
https://github.com/OCA/purchase-workflow/tree/8.0/framework_agreement)

See also the work on framework agreements on
https://github.com/OCA/purchase-workflow/pull/113

Best

Alexandre


On 29/06/2016 12:38, Jordi Ballester Alomar wrote:
> Dear Purchase experts,
> 
> We're facing the need to establish an tendering process to negotiate
> supplier price agreements for a period of time.
> 
> The input of the tender process is one or more products for which we
> need to establish a price agreement from one or more vendors, and for a
> period of time.
> 
> The tender process should involve requesting to the various suppliers to
> provide their bids, indicating their prices, minimum quantity that they
> can provide this price for and the validity period for that price.
> 
> The tendering process would involve reviewing the various pricing bids
> provided by suppliers, and selecting the winning bids.,
> 
> The result of the process would be product.supplierinfo records for the
> winning bids.
> 
> We have been looking at the module 'Purchase Requisition Bid Selection',
> and it is close to what we're looking for, but I see that it is more
> oriented towards getting a purchase order, not a price list.
> 
> We''re considering to approach this requirement by creating a
> purchase.supplierinfo.tender object, that allows to handle the tendering
> process, and create as many purchase.supplierinfo records as pricelist
> bids are provided by suppliers. Then the user would be able to confirm
> the supplierinfo records that would win, and the others would be rejected.
> 
> I welcome your opinion/feedback on the matter.
> 
> Thanks!
> 
> 
> Jordi Ballester Alomar
> CEO & Founder | efficient
> (+34) 629 530 707 | jordi.ballester@eficent.com
> <mailto:jordi.ballester@eficent.com> |  http://www.eficent.com
> Twitter: https://twitter.com/jbeficent_erp |
> Linkedin: https://www.linkedin.com/in/jordiballesteralomar
> 
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Tel : +33 4 58 48 20 30

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--

Jordi Ballester Alomar

CEO & Founder | Eficent

(+34) 629530707 | jordi.ballester@eficent.com | http://www.eficent.com

Twitter: https://twitter.com/jbeficent_erp | Linkedin: https://www.linkedin.com/in/jordiballesteralomar

--

Jordi Ballester Alomar

CEO & Founder | Eficent

(+34) 629530707 | jordi.ballester@eficent.com | http://www.eficent.com

Twitter: https://twitter.com/jbeficent_erp | Linkedin: https://www.linkedin.com/in/jordiballesteralomar