Edit RFQ Specify RFQ Details

Specify RFQ Details

This page allows you to modify the RFQ details. The status of the RFQ is displayed in this screen. The Details of the RFQ are categorized in two information tabs namely RFQ Details and RFQ Line Details. The “RFQ No” and “Line-Schedule Quantity Mismatch” fields appear as read only fields and cannot be updated. All the other fields in this information tab can be updated. In the same way, the “Line No”, “Total PR Quantity”, “Purchase UOM” appear as read only fields and cannot be updated. After supplying all these details, you can access the pushbutton “Save Details” to save all the modifications done to the RFQ document. If you want to delete that particular RFQ, use the “Delete RFQ” pushbutton. The “Release RFQs” pushbutton can be accessed to release the RFQ, which states that that the details are complete and is ready for approval.

Select the “Edit RFQ” link at the top of the “Select RFQ” page.

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:

RFQ No.

Unique identification number of the RFQ with which it is referred.

Modify the following editable fields:

RFQ Date	The Date in which the RFQ was created. (Date Format).
RFQ Close Date	The date by which interested suppliers are expected to submit the RFQs
Competitive Bidding	Check this box to specify whether competitive bidding is needed for this document or not.
Technical Evaluators	Use the drop down list to select the name of the technical evaluator who re-evaluates the document for technical aspects.
Commercial Evaluators	Use the drop down list to select the name of the commercial evaluator who re-evaluates the document for commercial aspects.
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.
Insurance Term	Use the drop down list to select the terms and conditions associated with the insurance.
Buyer Code	Use the drop down list box to select the code or identification number of the buyer.
Consignment Inventory	Check this box if you wish to provide consignment inventory to the items specified in the RFQ.
RFQ Folder	Use the drop-down list to select the RFQ folder in which the RFQ related documents are placed.

The system displays the following:

Line-Schedule Quantity Mismatch

This check box appears checked or unchecked if there is a mismatch in the line quantity and the total of schedule quantities. If there is a mismatch, then the document will not get processed to the next stage.

The system displays the following in the “RFQ Line Details” multiline:

Line No

Unique identification number of the line, which represents an item.

Modify the following editable fields:

Item Code	Code or identification number of the item.
Variant	Name of the variant associated with the line item.
Description	Description stating the nature of the variant associated with the item. Mandatory.

The system displays the following:

Total PR Quantity	The total quantity specified in the Purchase Request.
Purchase UOM	The Unit Of Measure in which the purchase is going to be made.

Modify the following:

Required Quantity	The Quantity required for consumption is mentioned.
UOM	The Unit Of Measure in which the required quantity is measured.
Need Date	The Date in which the customer needs the items.
Schedule Type	The type of the schedule is mentioned in this field. (Alphanumeric, 5).
Receipt At	Use the drop down list to select the place in which the goods are delivered.
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.
Customer Code	Code or identification number of the customer who creates the RFQ.

The system displays the following:

Customer Name

The Name of the customer associated with the customer code.

Enter the following:

Drop Ship ID	Unique identification number assigned for the Drop Ship. If a Drop Ship id is provided.
	Help Facility Available
Adhoc Item Class	Use the drop down list to select the Adhoc Item class.
Remarks	Additional information regarding the RFQ can be entered in this field.

The system displays the following:

Drawing No	The number identifying the document containing the drawing reference.
Drg Revision No	The revision number of the drawing document.

Click the “Save Details” pushbutton to save the changes made to the RFQ or “Delete RFQ” pushbutton to delete the RFQ or “Release RFQs” to release the held RFQ’s for approving.

The system displays the following:

Created By	The Name of the person who created the RFQ document.
Created Date	The Date of the creation of the RFQ document.
Last Modified By	The Name of the person who made latest modifications to the document.
Last Modified Date	The Date on which the last modification was made to the document.

To proceed, carry out the following

Select the “Item Details” link at the bottom of the page to view item related details.

Select the “Drop Ship Address Details” link at the bottom of the page to view additional details that has the customer’s address.

Select the “Supplier List” link at the bottom of the page to specify the list of supplier and their related information.

Select the “Supplier – RFQ Details” link at the bottom of the page to specify the supplier, his corresponding items and the related RFQ’s.

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 specify the view the Purchase Request (PR) details associated with the RFQ.
Select the “Create Quotation” link to create the quotation document.
Select the “Operational Checklist” to specify the operational checklist details of the quotation.

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.