U9 cloud Purchase Pricing: Quotations, Price Lists and Variance Approval
Control purchase prices with validity, currency, tiers and variance approval while retaining pricing evidence.
Learning objective
Create one auditable price from multiple quotations and verify purchase-order pricing.
Roles
Purchasing, requesters, quality, finance and audit
Prerequisites
- Governed supplier and item units.
- Defined sourcing and price authority.
Completion checks
- Order price traces to a valid quotation or list.
- Variance retains rationale, approver and time.
Common errors
- Comparing without normalising currency or unit.
- Ordering against an expired price.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local record retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational-safety settings require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Clean supplier, item, unit, currency, tax attribute and payment terms.
- 02
Issue an RFQ with scope, quantity, delivery, validity and quotation attachments.
- 03
Compare price, total cost, quality, delivery and risk using reproducible criteria.
- 04
Approve the supplier and rationale; maintain effective and expiry dates.
- 05
Create a test order and verify conversion, tier price, currency and tax basis.
- 06
Trigger approval above variance tolerance; never overwrite the baseline directly.
- 07
Review expired, temporary and exceptional prices periodically.
Implementation notes
- Lowest price is not always lowest total cost.
- Retain quotation versions.
References
- 构建灵活高效的计划模式，U9 cloud让电子行业企业底气十足 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开计划场景；参数和算法结果须在客户环境验证