U9 cloud Supplier Quotation Comparison: Approval and Price-List Synchronisation
Connect quotation collection, comparison, award approval and supplier price-list maintenance with traceable controls.
Learning objective
Create an evidence chain for purchasing decisions and reduce repeated quotes, unauthorised prices and order variance.
Roles
Purchasing, supplier management, requesters, finance, quality, legal, IT and approvers
Prerequisites
- Confirm supplier onboarding, purchasing access, approval matrix and validity rules.
- Prepare normal, unusually low, duplicate and cancelled quotation tests.
Completion checks
- Every award traces to quotations, comparison rules and approval.
- The price list and purchase order agree on organisation, item, currency and validity.
- Quote anomalies, supplier changes and interface failures have owners and closure evidence.
Common errors
- Comparing unit price without lead time, quality or payment terms.
- Changing a price list after approval without version history.
- Treating a supplier quote as a committed purchase order.
Thailand project note
Thai implementations should confirm Thai/English supplier and item masters, THB and foreign currencies, Asia/Bangkok time, segregation, document retention and supplier tax data. VAT, WHT, BOI, customs, statutory accounting and contract conclusions require qualified Thai professional review; this is not tax or legal advice.
Related modules
Steps
- 01
Confirm item, quantity, due date, quality requirements, currency, tax fields and approved-supplier scope.
- 02
Issue the request for quotation and retain time, validity, lead time, quality commitments and attachments.
- 03
Build a comparison using approved price, lead time, quality, payment and total-cost rules.
- 04
Submit the award recommendation; the approver checks supplier status, unusual quotes and conflict declarations.
- 05
Write the approved result to the price list and verify validity, organisation and item scope.
- 06
Create the purchase order from the approved price and sample-check price, quantity, due date and ASN/receipt linkage.
Implementation notes
- Pilot one organisation and item family.
- Retain old values, reason, approval and effective time for price changes.
- Menus, fields and interfaces depend on the customer release and approved blueprint.
References
- 六丰机械的数智化“采购革命”：高效就是这样炼成的！ ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方采购寻源、供应商协同与U9 cloud订单衔接案例；菜单和字段按客户版本验证