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This page allows you to specify certain additional information about the RFQ. The RFQ creation page has a set of details that are related to the RFQ. Additional information can be added to the RFQ, which would provide the supplier with more information about the material requirement and place of delivery. Instead of giving all the details in the main creation page, certain additional information is captured in this page.
Select “Specify Additional Details” link at the bottom of the “Create Request for Quotation”.
The “Specify RFQ Details” page appears.
The system displays the status of the RFQ.
The system displays the following in the “RFQ Details” group box:
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RFQ No. |
The Unique identification number of the Request for Quotation. |
Enter the following:
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RFQ Date |
Date on which the RFQ document is created in the company. |
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RFQ Close Date |
Date on which the RFQ has been closed after receiving the quotations from the suppliers. This signifies the date by which quotations are expected from suppliers. this date system will not allow quotation to be linked to this RFQ. User has to come back to this screen in edit mode and change the value. |
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Competitive Bidding |
The total process of requesting price quotations on the same set of item or service from all selected suppliers. |
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Technical Evaluators |
Use the drop down list to select the name of the technical evaluator who evaluates the technical aspects. |
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Commercial Evaluators |
Use the drop down list to select the name of the commercial evaluator who evaluates the commercial aspects. |
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Insurance Liability |
Use the drop down list to select the partner who is liable for the insurance to be paid for the items during shipment. |
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Insurance Term |
Use the drop down list to select the term associated with the insurance. |
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Buyer |
Code or identification number of the buyer. |
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Consignment Inventory |
This Check box can be checked to indicate that the items are being procured on consignment basis. |
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RFQ Folder |
Use the drop-down list to select the RFQ folder in which the RFQ related documents are placed. |
Enter the following in the “Item Details” multiline:
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Line No. |
Unique identification number of the line, which represents an item. |
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Item Code |
Code or identification number of the item. |
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Variant |
Name of the variant associated with the line item. |
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Description |
Description stating the nature of the variant associated with the item. |
The system displays the following:
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Total PR Quantity |
This is the sum total of the required quantities of all the selected Purchase Requests. |
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Purchase UOM |
The Unit Of Measure in which the purchase is going to be made. |
Enter the following:
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Required Quantity |
The Quantity required for consumption is mentioned. |
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UOM |
The Unit Of Measure in which the required quantity is measured. |
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Need Date |
The Date of material requirement |
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Schedule Type |
Use the drop down list to select “Single” or “Multiple”. If “Single” schedule it means all material is to be delivered on a single date. If Multiple it means that material is required on a few days spaced out in time. |
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Receipt At |
Use the drop down list to select the place in which the goods are delivered. |
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Drop Ship |
Use the drop down list to select “Yes” or “No”. If Yes is selected, then the Drop Ship ID should be entered else; the Drop Ship ID can be left blank. Drop Ship would mean that material is being purchased for a customer and the supplier is instructed to delivery the material at the customer’s place directly. |
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Customer Code |
Code or identification number of the customer for whom material is being procured in the case of Drop Ship is set as “Yes”. |
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Help Facility Available |
The system displays the following:
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Customer Name |
The Name of the customer associated with the customer code. |
Enter the following:
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Drop Ship ID |
Unique identification number assigned for the Drop Ship. If a Drop Ship id is provided. |
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Adhoc Item Class |
Use the drop down list to select the Adhoc Item class. |
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Remarks |
Additional information regarding the RFQ can be entered in this field. |
Click the "Save Details” pushbutton to associate the additional information to the RFQ.
Click the “Delete RFQ” pushbutton, to delete the RFQ related details.
Click the “Release RFQs” pushbutton, to associate the supplier details for the RFQ.
The system displays the following fields:
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Created By |
The user name of the buyer who created the RFQ document. |
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Created Date |
The date on which the RFQ document was created. |
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Last Modified By |
The user name of the person who last made modifications to the RFQ related details. |
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Last Modified Date |
The date on which the most recent modifications were made |
To proceed, carry out the following
Select the “Item Details” link at the bottom of the page to view item related information.
Select the “Drop Ship Address Details” link at the bottom of the page to view additional information about the address of the customer.
Select the “Supplier List” link at the bottom of the page to specify supplier related details.
Select the “Supplier – RFQ Details” link at the bottom of the page to specify the supplier associated with the RFQ and the items specified in the RFQ.
Select the “Schedules” link at the bottom of the page to specify the schedules in which the items are to be delivered.
Select the “Quality Attributes” link at the bottom of the page to specify the quality attributes for the items.
Select the ”Purchase Requests” link at the bottom of the page to view the Purchase Request (PR) details associated with the RFQ.
Select the “Attach Notes” link at the bottom of the page to attach a note to the RFQ.
Select the “Buyer Details” link at the bottom of the page to view buyer related details.
