Agreement Call-Offs
Agreement call-offs let customers create new quote drafts from active purchasing agreements.
Customer Flow
Customers open an agreement in their account area and enter the quantities they want to call off.
The system creates a draft quote containing the selected agreement items. The quote and its items keep their agreement references, and each item uses the agreed price.
Validation
Before a call-off quote is created, the extension validates:
| Rule | Result |
|---|---|
| agreement is inactive | request is rejected |
| no item quantity is entered | request is rejected |
| requested quantity is above available quantity | request is rejected |
| item belongs to the agreement | quantity is accepted |
Available quantity is calculated from agreed quantity minus consumed quantity.
Created Quote Data
The call-off quote stores:
agreement_idon the quoteagreement_item_idon each quote item- agreed item price as offered price
- project relation from the agreement where applicable
The quote is created as a draft, so customers can review it before submission.
Quantity tracking limitation
Agreement items store an agreed quantity and a consumed quantity, and the call-off form calculates availability as agreed minus consumed.
Creating a call-off draft does not itself increase the consumed quantity in the current base package. Do not treat a draft as a reservation of agreement quantity. If the business relies on strict remaining quantities, the process that confirms fulfilment must also record consumption before users start further call-offs. Verify that integration in the project before presenting the displayed available quantity as a committed balance.