Place RFQ
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This page allows the user to place a request for quotation and save all the related details. On specifying the product details, document details and item details, RFQ will be generated in the “Draft“ status. The system saves the RFQ No. with all its associated customer details and item details.
Select the “Place RFQ” link under the “Customer Portal“ business component.
The “Place RFQ” page appears.
The system displays the following details in the header:
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Customer Code |
The code identifying the customer. |
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Customer Name |
The name of the customer. |
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Company Code |
The code identifying the company. |
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Company Name |
The name of the company. |
Select a relevant option from the drop-down:
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Org. Unit |
Use the drop-down list box to select the organization unit. The system populates the list box with all the Ous that are mapped to Quotation component. The system displays the login OU by default on launch of the page. |
The system displays the following details in the header:
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Org. Name |
The name of the organization unit. The system retrieves and displays the OU name from “Organization Setup” business component. |
Enter the following details in the header:
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RFQ No. |
The unique number identifying the RFQ (Alphanumeric, 18). Mandatory. The system checks for the validity of the RFQ number. |
The system displays the following details in the header:
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RFQ Date |
The date on which the request for quotation was raised. The system displays the system date by default on launch of the page. |
Enter the following details in the “Document Details” group box:
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RFQ Valid Till |
The date up to which the RFQ is valid (Date Format) Mandatory. |
Select a relevant option from the drop-down in the “Document Details” group box:
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Currency |
Use the drop-down list box to select the currency applicable for the RFQ. The system retrieves and displays the “Base Currency” from the “Organization Setup” business component. |
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Shipment Mode |
Use the drop-down list box to select the mode of shipment of goods to the delivery area specified by the customer. You can select from “Air”, “Rail”, “Ship” or “Road”. The system displays “Blank” by default on launch of the page. |
Enter the following details in the “Item Details” multiline:
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Line No. |
The number identifying the row in which the item details is available in the request for quotation. |
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Customer Item Code |
The code used by the customer to identify the items (Alphanumeric, 32). |
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Press <Enter> key. |
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The system checks for the existence of the customer item code for the given customer code from the “Customer” business component and retrieves the item code, item variant and description of the item variant also from “Customer “ business component |
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Item Code |
The code identifying the item (Alphanumeric, 32). The system checks for the validity of the item code from “Customer” business component. |
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Variant Code |
The code identifying the variant of the item (Alphanumeric, 8). |
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Item Variant Desc. |
The description of the item variant (Alphanumeric, 150). Mandatory. The system retrieves the description of the item variant from the “Customer” business component. |
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UOM |
The unit of measurement of the item (Alphanumeric, 15). Mandatory |
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Enquired Qty. |
The quantity of the item enquired by customer (Integer) Mandatory. The system ensures that the quantity is a positive value. |
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Required Date |
The date by which the item has to be delivered to the customer (Date Format). If the required date is specified, then the system checks if the required date is later than the system date or RFQ date. |
Select a relevant option from the drop-down in the “Item Details” multiline:
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Ship To Address Id. |
Use the drop-down list box to select the address id to which the items are to be shipped. The system populates the list box with customer address id from the “Customer” business component. |
Note: For the selected ship to address id, the system displays the address details in the multiline.
The system displays the following details in the “Item Details” multiline:
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Address 1 |
The first line of the address of the customer. |
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Address 2 |
The second line of the address of the customer, if any. |
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Address 3 |
The third line of the address of the customer, if any. |
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City |
The name of the city. |
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State |
The name of the state. |
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Country |
The code of the country. |
Click “Update RFQ” pushbutton to save the quotation request details.
The system ensures atleast one item code or customer item code or Item Variant Desc. is specified in the multiline.
The system saves the RFQ No. with all its associated customer details and item details.
Enter the following details:
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Attach File |
The name or the path of the attached file. |
Click “Browse” pushbutton to browse for the files that is to be attached.
The system displays the following details in the “Data History” group box:
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Created By |
The login id of the user who place the RFQ. |
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Created Date |
The date on which the RFQ was placed. |
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Last Modified By |
The login id of the user who last modified the RFQ. |
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Last Modified Date |
The date on which the RFQ was last modified. |
To proceed, carry out the following:
Select “Attach Notes” link at the bottom of the page to specify notes for the quotation.
Select “View File” link at the bottom of the page to view the attached file.
