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This page allows you to generate a Request For Quotation. You can create a Request for Quotation by referring a Purchase Request(s) or entering the details of the required items. Tell me more
Select the “Create Request For Quotation” link under the “Purchase Quotation”.
The “Create Request For Quotation” page appears.
The system displays the status of the RFQ.
Enter the following fields in the “RFQ Details” group box:
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RFQ No. |
The Unique identification number of the Request for Quotation. This number is automatically generated and displayed by the system at the time of creating the RFQ, based on the numbering type selected in this page. Alternatively it can be specified manually. |
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Numbering Series |
Use the drop-down list box to specify the numbering type. The system lists the numbering types defined in the “Create Numbering Class” activity under the “Document Numbering Class” business component. All the numbering types in Active status and set for the transaction type “RFQ” is available for selection. |
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RFQ Folder |
Select from the drop-down list box, the classification of the Request for Quotation document by which the company refers. |
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RFQ Date |
Date on which the RFQ document is deemed created in the company. . |
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RFQ Close Date |
This is the last date for receiving quotations. . (Date Format). The Quotations are expected to reach you before this date. This means that after this date system will not allow quotations 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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Buyer |
Use the drop down list to select the code or identification number of the buyer. |
Enter the following in the” Default Entries” group box:
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Need Date |
The date on which the material is required. (Date Format). Data entry in this field is mandatory, if the “Delivery Type” is “Single”. Ensure that this date is not earlier than the system date. |
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Receipt At |
Use the drop down list to select the Organization Unit where the Items are to be sent by the Supplier. |
Enter the following fields in the “Item Details” multiline:
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PR Created At |
Use the drop down list box to select the OU in which the purchase request document was created. |
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PR No. |
The Unique identification number of the purchase request. |
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Help facility available. |
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PR Line No. |
The Unique identification number of the line, which represents an item in the purchase request document. |
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PR Schedule No. |
The identification number of the schedule assigned for the line item |
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Item Code |
Code or identification number of the Item. |
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Help facility available. |
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Variant |
Variant name associated with the item. |
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Description |
Description stating the nature of the item and the variant. |
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Required Quantity |
The total quantity of the item required (Integer). Mandatory. The quantity must be greater than zero. |
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UOM |
The unit of measure in which the item is requested (Alphanumeric, 10). Ensure that the UOM is already defined in the “Unit of Measurement Administration” business component and is in “Active” status and a conversion factor exists between this Uom and the stock UOM fro the given item. . |
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Help facility available. |
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Need Date |
The Date on which the items are needed for consumption. |
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Schedule Type |
Use the drop-down list box to select the Schedule Type. It can be “Single” or “Staggered”. |
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Receipt At |
Use the drop-down list box to select the name of the OU where items are to be received. This field will be filled automatically if the “default entries” pushbutton is accessed. |
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Adhoc Item Class |
Use the drop down list box to select the Adhoc item class, in case the item being procured is not a coded item. |
The system displays the following:
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Drawing No |
The number identifying the document containing the drawing reference. |
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Drg Revision No |
The revision number of the drawing document. |
Click the “Create RFQ” pushbutton.
The system displays a success message.
The status of the document will be updated as “Draft”.
To proceed, carry out the following
Select the “Item Details” link at the bottom of the page, to view the item details specified in the RFQ.
Select the “Specify Additional Details” link at the bottom of the page, to specify additional information for the Request For Quotation.
Select the “Buyer Details” link at the bottom of the page, to view the buyer details who is associated with the RFQ.
Select the "Attach Notes" link at the bottom of the page to specify notes details.
Select the "Edit RFQ Details" link to modify the request for quotation details.
Select the "Operational Checklist" link to record the checklist details required during procurement process.
Create Request For Quotation – An Overview
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This page allows you to create a Request For Quotation (RFQ) document. You can refer a Purchase Request, to fill the details of the RFQ. You can change the required quantity for the Items, the OU where the Items are to be received, and the date on which the items are required. On submitting the details, RFQ number will be generated by the system. You can also specify the RFQ number manually and in that case you need not specify the numbering series.
If you are not referring a Purchase Request, take help on Items and provide details on the required quantity for the Items, the OU where the Items are to be received, and the date on which the items are required. On Submit the RFQ No will be generated. You can also provide additional details for the Request by using the links provided in this page. You can these at a later point in time through “Edit Request for Quotation” activity.
The numbering type must have been defined in the “Document Numbering Class” business component and mapped to the “Quotation” bsiness component. Else only manual numbering would be possible.
The supplier must have been defined in the “Supplier” business component.
The UOM must have been defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component.
