YonSuite Supplier Sourcing: RFQ, Comparison, Award, and Purchase Conversion
This tutorial governs sourcing requests, RFQ comparability, supplier scoring, award evidence and purchase conversion with controlled masters, approvals and reconciliation evidence, reducing offline change and cross-team breaks for Thai manufacturers.
Learning objective
Build an executable, traceable and reconcilable closed loop for sourcing requests, RFQ comparability, supplier scoring, award evidence and purchase conversion.
Roles
Procurement, requestors, quality, legal, finance and approvers
Prerequisites
- Confirm organisation, warehouse, document scope, ownership matrix, approval thresholds and effective dates.
- Clean customer, supplier, item, unit, price, stock-location and settlement masters.
- Test access, interfaces, exceptions, reversals and rollback, then freeze the go-live baseline.
Completion checks
- Results trace to approved demand, effective masters, execution records and inventory or finance outcomes.
- Quantity, status, date and value reconcile; variances have reason, owner, approval and closure evidence.
- Normal, exception, reversal and unauthorised scenarios pass without silent history overwrite.
Common errors
- Executing before definitions and masters are approved distorts quotation, inventory, delivery or settlement.
- Changing quantity, price or date in sheets or chat without updating the ERP source document.
- Treating a system suggestion as the final contractual, quality, accounting, tax or Thai regulatory decision.
Thailand project note
Thai entities should confirm Thai/English masters, THB and foreign currency, Asia/Bangkok time, segregation of duties and local evidence retention. Tax, customs, BOI, contract, product and accounting conclusions require current review by qualified Thai professionals; this is not legal or tax advice.
Related modules
Steps
- 01
Define the business boundary, common measures, owners and approval points for sourcing requests, RFQ comparability, supplier scoring, award evidence and purchase conversion.
- 02
Create relevant masters, statuses, versions and validity dates with segregation and change evidence.
- 03
Create the business object from an approved request or source document, retaining source ID, organisation and planned date.
- 04
Run inventory, supply, price, quality, credit or capacity checks and route conflicts to an owned exception queue.
- 05
Confirm, release, receive/issue, inspect or settle under access control, recording lot, person, time and linked documents.
- 06
Compare planned and actual quantity, date, status and value; investigate and approve every variance.
- 07
Business, warehouse, quality and finance jointly accept the result, archive evidence and track open items.
Implementation notes
- Pilot one organisation, one product family and a complete set of exception scenarios.
- Give critical rules a version, effective date, owner, approval evidence and rollback.
- Menus, automation, mobile functions and interfaces depend on licence, release and blueprint.
References
- YonSuite 产品与数智化能力资料 ↗用友官方网站 · Accessed: 2026-08-20 · Applicable version: 官方公开能力范围；具体菜单、许可、自动化与接口以客户版本和项目蓝图为准
- YonSuite 供应链官方产品页 ↗用友官方网站 · Accessed: 2026-08-20 · Applicable version: 官方公开能力范围；具体配置与实现以客户版本和项目蓝图为准