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This page allows you to select a RFQ for which you wish to modify or delete the relevant information. You can directly enter the RFQ number or the RFQ No and Supplier code depending on whether you want to modify the general RFQ or the RFQ document of a specific supplier. If these values are not known, you can carry out a search. There are two links available in this page. They are “Edit RFQ” and “Edit Supplier Specific RFQ”. From this page, you can launch two different pages. The “Edit RFQ” page allows you to edit the details of the general RFQs. The “Edit Supplier Specific RFQ” page allows you to modify the details of the RFQ’s that are specific to suppliers.
Select the “Edit Request For Quotation” link under the “Quotation” business component.
The “Select RFQ” page appears.
Enter the following:
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RFQ No. |
Unique identification number of the RFQ. (Alphanumeric, 18). |
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Supplier Code |
Code or identification number of the supplier. (Alphanumeric, 16). |
Select the “Edit RFQ” link provided under the “RFQ No.” field to modify RFQ details or select the “Edit Supplier Specific RFQ” link provided under the “Supplier Code” field to modify the RFQ details specific to a particular supplier.
Enter the following in the “Search Criteria” group box to search for the RFQ’s:
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From RFQ No. |
Unique identification number of the RFQ. (Alphanumeric, 18). Based upon the RFQ number entered, the RFQ’s from that number onwards are listed. You can specify the RFQ number in full or specify it partially using the "*" character for this field. The system retrieves all the RFQ’s that have numbers similar to the value specified here. |
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To RFQ No. |
Unique identification number of the RFQ. (Alphanumeric, 18). Based upon the RFQ number entered, the RFQ’s up to that number are listed. You can specify the RFQ number in full or specify it partially using the "*" character for this field. The system retrieves all the RFQ’s that have numbers similar to the value specified here. |
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From RFQ Date |
Date of creation of the RFQ. (Date Format). Based upon the date entered in this field, the RFQ created from that date are listed. |
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To RFQ Date |
Date of creation of the RFQ. (Date Format). Based upon the date entered in this field, the RFQs created up to that date are listed. |
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Competitive Bidding |
User the drop down list box to select “Yes” or “No” . and indicate whether what criteria the search should consider. |
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RFQ Status |
Use the drop-down list box to select the status of the RFQ document. Based on the selected values RFQ documents would be fetched. Possible values are “All”, “Draft”, “Fresh”, and “Released”. |
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Buyer |
Use the drop down list box to select the code buyer that is to be included in the search criteria. |
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RFQ Folder |
Use the drop-down list box to select the folder, which the request for RFQ document is assigned to. |
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Hold |
Use the drop down list to select “Yes” or “No” to state to include the corresponding RFQ documents in search. |
Click the “Search” pushbutton to display the search results.
The system displays the following in the “Search Results” multiline based on the specified search criteria:
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RFQ No. |
Unique identification number of the RFQ with which it is referred. The RFQ number appears as a hyperlink and can be accessed to edit the selected Order. |
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Supplier Code |
The Code or identification number of the supplier. |
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Name |
The Name of the supplier associated with the supplier code. |
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RFQ Date |
The Date on which the RFQ document has been created. |
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RFQ Close Date |
The date by which interested suppliers are expected to submit the RFQs |
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Buyer |
Code or identification number of the buyer. |
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Competitive Bidding |
The total process of requesting RFQs from suppliers for items with all related details being the same for all suppliers. |
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Folder |
The Folder under which the RFQ document has been classified. |
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Status |
The Status of the RFQ document. |
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Hold |
The Value “Yes” or “No” is displayed if the document is put on a hold or not. |
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Declined |
Indicates whether the RFQ document is declined or not. The values can be “Yes” or “No”. |
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Reason For Revoke |
The cause for revoking the RFQ document. |
Click the “Select” check box present in the multi line to select a RFQ for which modifications are to be made.
Click the “Delete RFQ” pushbutton if you want to delete the selected RFQ.
The subcontract RFQ(s) cannot be deleted if they are in the “Quoted” or “Released” or “Processed” status or if the value of “Hold” is “Yes”
The status of RFQ document is set to “Deleted” once deletion is successful.
Click the “Hold RFQ” to hold the selected RFQ and temporarily stop the document from further processing
The value of the “Hold” field is updated to “Yes” if the status of the RFQ document is “Released”
Click the “Release Held RFQ” to release the RFQ’s that are put on hold
The value of the “Hold” field is updated to “No”
Click the “Release RFQ to Supplier” to release the RFQ’s to the suppliers.
The document is released to all the suppliers of the RFQ and the status of the supplier specific RFQ will be set to Released.
The value of the “Released” field for all the suppliers is updated to “Yes”
The status of the common RFQ is set to “Processed”.
Click the “Revoke RFQ” to reverse the decline RFQ documents for the process.
The system updates the status of the RFQ as “Quoted” in “Manage Request For Quotation” activity of “Supplier Portal” component.
