Maintain RFQ

Select the “Maintain RFQ” activity under the “Sales of Services” business component.

The “Maintain RFQ” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

In the header the mandatory fields are represented as bold and in the multiline the mandatory columns are either bold or displayed in a color other than black.

The system displays the following in the header:

Status

The status of the RFQ.

Note: The status of the RFQ will be “Fresh”, “Deleted”, “Quoted”, and “ordered”.

Fresh – If the RFQ number is newly created

Deleted – If the existing RFQ number is deleted

Quoted - If the cost sheet is authorized and the CS is having a RFQ reference, then the RFQ status is updated as Quoted.

Ordered – If the service contract is authorized and the contract is having a RFQ reference, then the RFQ status is updated as Contracted.

Enter the following in the header:

RFQ No.	The unique number identifying the RFQ.
RFQ Date	The date on which the RFQ is created. Ensure that the entered RFQ Date cannot be future date.
Numbering Type	Use the drop-down list box to select the numbering type for maintaining RFQ .The combo is loaded with the values “CS” and “Manual”. The system displays “value selected in Set Function Parameters” as default.
Opportunity ID.	The opportunity ID of the RFQ . On Enter of Opportunity Id, Customer code and sales person code will be defaulted.
Customer Code	The code identifying the customer.

The system displays the following in the header:

Customer Name

The name of the customer for the selected customer code.

Enter the following in the header:

EMD	The earnest money deposited for tender, if any . The value of EMD entered should be blank or positive else the system throws an error message.
RFQ Raised By	The code identifying the employee who raised the RFQ .

The system displays the following in the header:

RFQ Raised By

The name of the employee who raised the RFQ.

Enter the following in the header:

Security Deposit	Any other security deposits other than EMD . The value of EMD entered should be blank or positive else the system throws an error message.
Sales Person Code	The code identifying the sales person who is responsible for RFQ.

The system displays the following in the header:

Sales Person Name

The name of the sales person for the selected sales person code.

Enter the following in the header:

Remarks	Any additional information related to the RFQ .
Survey Responsibility	The code identifying the employee who is responsible for the survey to be made against this RFQ .

The system displays the following in the header:

Surveyor Name

The name of the employee who is responsible for the survey .

Enter the following in the “Customer Document Details” groupbox:

Customer Doc. No.	The reference number of the customer document .
Customer Doc. Date	The date on which the customer reference document is created .
Currency	The transaction currency of the RFQ .
RFQ Valid Till	The validity date of the RFQ. Ensure that the RFQ valid till date is greater than the RFQ date else the system throws an error message.
Mode of Enquiry	The mode of enquiry through which the customer requested for quotation.

Enter the following details in the “RFQ Details” multiline:

Line No.	The serial number generated by the system.
Item Code	The code identifying the item of the service. Ensure that the item code exist in item master else the system throws an error message.
Variant Code	The code identifying the variant code of the service.

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

Item Variant Desc.

The detailed description of the item variant code.

Enter the following detail in the “RFQ Details” multiline:

Note: Item ->Type of service-->UOM Combination should exist in the product master for the latest version else the system throws an error message.

Type of Service	Use the drop-down list box to select the type of service provided. The combo is loaded with the values from category master.
Post	The place where the service is required.
Qty	The number of quantity required for the service. Ensure that the value is less than or equal to zero else the system throws an error message.
UOM	The unit of measurement of the item.
Deployment Hours	The deployment pattern specified in hours. Ensure that the deployment hours must be greater than zero and cannot be more than 24 hrs.
Start Day Of The Week	Use the drop-down list box to select the start day of the week. The combo is loaded with the values from “Monday” to “Sunday”. The system displays Monday by default.
End Day Of The Week	Use the drop-down list box to select the end day of the week. The combo is loaded with the values from “Monday” to “Sunday”. The system displays Sunday by default.

Note: All the mandatory fields should be entered and atleast one row in the multiline should be selected for maintaining the RFQ details.

Click the “Maintain” pushbutton to save the RFQ details.

The system saves the RFQ details which is in fresh status and generates the RFQ number.

Click the “Delete” pushbutton to delete the RFQ details.

The system deletes the RFQ which is in fresh status.

To proceed carry out the following:

Select the “Attach Notes” link to specify the attach note details.
Select the “Maintain Cost Sheet” link to specify the cost sheet details.
Select the “Specify Checklist” link to specify the checklist details of the RFQ.

The system displays the following in the “Data History” group box:

Created By	The name of the user who generated the RFQ.
Created Date	The date on which the RFQ is generated.
Last Modified By	The name of the user who last modified the RFQ.
Last Modified Date	The date on which the RFQ is last modified.