Edit RFQ

Edit Request For Quotation

This page allows you to modify the details of the selected RFQ that is in “Draft” or “Fresh” status. All the details except the RFQ number can be changed. Modifications to the customer, reference document details and item type can be done in this page. You can specify the details pertaining to shipping and the action to be carried out on submission of RFQ details. The salesperson code can also be modified. The system stores the login user ID and the system date along with the modified details.

Select the “Edit RFQ – Main Information” link at the bottom of “Select RFQ” page.

The “Edit Request for Quotation” page appears.

The system displays the following field:

Status	The status of the RFQ. It can be “Fresh” or “Draft”.
RFQ No.	The unique number identifying the RFQ . The system checks for the existence of RFQ number and also its status. If the RFQ status is not "Fresh" or "Draft", then the system displays an error message. If the RFQ number exists, then the system retrieves the corresponding RFQ details.
Date	The date on which the customer makes the request for quotation . The date recorded should be within the financial year. The date field cannot be a postdated date.

Modify the following fields in the “Customer Details” group box, if required:

Customer Type	Use the drop-down list box to select the type of the customer Mandatory. You can select from either “Existing” or “Prospect”. The system ensures that this field is not left blank if the customer type is "Existing".
Customer Code	The code identifying the customer (Alphanumeric, 18). The system ensures that this field is not blank. It checks for the existence of customer code and its status in the “Customer” business component. The system ensures that for a customer type “Existing”, the field is not left blank. If the status of the customer code is set to “Inactive” or “Deleted” then the system throws an error message.
	Press <Enter> key.
	The system retrieves the customer name, ship to address and customer address details based on the code entered.
	Help facility available.

The system displays the following details:

Prospect Code

The code identifying the prospective customer.

Modify the following details, if required:

Customer Name	The name of the customer (Alphanumeric, 40) . The system ensures that the customer name is not left blank if the customer type selected is "Prospect".
	Zoom facility available.
Customer Address Id.	The address ID of the customer (Alphanumeric, 6). The system ensures that this field is not blank. It checks for the existence of the ID for the given customer code. Or else, it displays an error message.
	Press <Enter> key.
	The system displays customer address line 1, address line 2, address line 3, state, city, country, zip, phone, Email, fax, contact person, Url based on the address ID entered.
	Help facility available.
Address Line 1	The first address line of the customer (Alphanumeric, 40). The system ensures that this field is not left blank if the customer type selected is "Prospect".
Address Line 2	The second address line of the customer (Alphanumeric, 40) .
Address Line 3	The third address line of the customer (Alphanumeric, 40).
City	The name of the city in which the customer resides (Alphanumeric, 40) . The system ensures that this field is not left blank if the customer type selected is "Prospect".
State	The name of the state in which the customer is located (Alphanumeric, 40).
Country	The name of the country to which the state belongs (Alphanumeric, 40) . The system ensures that this field is not left blank if the customer type selected is "Prospect".
Zip	The zip code applicable to the address (Alphanumeric, 20) .
Contact Person	The name of the contact person (Alphanumeric, 45).
Phone	The telephone number of the customer (Alphanumeric, 18).
Fax	The fax number of the customer (Alphanumeric, 40).
E-Mail	The E-Mail ID of the customer (Alphanumeric, 60).
URL	The website address of the customer (Alphanumeric, 50).
Sales Person Code	The code identifying the salesperson (Alphanumeric, 6). The system checks for the validity of the salesperson from the “Sale Person” business component if it is specified.
	Help facility available.

The system displays the following detail:

Sales Person Name

The name of the salesperson.

Modify the following details, if required:

Sales Channel	Use the drop-down list box to select the sales channel to which the salesperson is linked. The values are populated from the “Category” business component. The system displays “Blank” by default on launch of the page and arranges the values in alphabetical order.
Special Instruction If Any	Instructions if any that are pertaining to the quotation before the quotation is raised (Alphanumeric, 255).
	Zoom facility available.

Modify the following details in the “Ref. Doc. Details” group box, if required:

Customer RFQ No.	The customer's RFQ reference number (Alphanumeric, 18).
RFQ Date	The date when the customer raised the request for quotation (Date Format).
Currency	Use the drop-down list box to select the currency applicable for the RFQ. The values are populated from the “Organization Setup” business component.
RFQ Valid Till	The date up to which the RFQ is valid (Date Format).Mandatory.
Mode Of Enquiry	The mode of enquiry through which the customer requested for quotation (Alphanumeric, 40). For example: phone, fax, E-mail, document.

Modify the following field in the “Additional Details” group box, if required:

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”, “Truck”, “Rails” or “Ship”.

Modify the following details in the “Item Details” multiline, if required:

Customer Product Code

The customer’s code identifying the item (Alphanumeric, 32).

The system displays the following detail:

Item Type

The type of the item. It can be “Item”, “Model”, “Kit” or “Service”.

Modify the following detail, if required:

Item Code	The code identifying the item (Alphanumeric, 32).
	Press <Enter> key.
	The system retrieves item variant description and UOM based on the item code entered from the “Item Administration” business component.
	Help facility available.
Variant Code	The code identifying the variant of the item (Alphanumeric, 8).
Item Variant Desc.	The description of the item variant (Alphanumeric, 150) Mandatory. The system ensures that at least one Item variant description is entered in the multiline.
UOM	The unit of measurement for the item (Alphanumeric, 15) Mandatory. The system checks if the UOM is entered. If so, it checks for the validity of the UOM. If this field is left blank, then the system displays the defaults UOM for the item code specified.
	Help facility available.
Enquired Qty.	The quantity of the item for which the customer has requested a quotation (Integer) Mandatory. The system ensures that this field is not blank if the item code is specified.
Required Date	The date by which the item is required to be delivered (Date Format). If the required date is entered, then the system checks if this date is greater than the system date and RFQ date. Else, it throws an error message.
Ship To Address	The number identifying the customer address to which the items are to be shipped (Alphanumeric, 40). The system checks for the validity of the id if it is specified.
	Help facility available.
Action	Use the drop-down list box to select the action to be taken on creation of the request for quotation Mandatory. You can select from either “Quotation” or “Estimate”. The system displays “Quotation” by default on launch of the page. The options available are:
	Quotation – indicates that a quotation is to be prepared based on the RFQ created, incase if the items requested are available in the warehouse.
	Estimate – indicates that an estimate for that product is to be prepared in case if the item requested by the customer is not currently available in the warehouse.
Remarks	Remarks if any (Alphanumeric, 255).

Click the “Edit Request For Quotation Details” pushbutton to modify the selected RFQ.

The system saves the RFQ number with all its associated details. It does not save line number selected for deletion.

On submission of all the details in the page, the status of the RFQ will be set to “Open”. Note: Yet to be confirmed.

The login user ID and the system date are updated in “Created By” and “Created Date” fields.

To proceed, carry out the following

Select the “Specify Attributes” link at the bottom of the page to specify attribute details.
Select the “Attach Notes” link at the bottom of the page to specify notes.
Select the “Create Quotation” link at the bottom of the page to create a quotation based on the RFQ created.
Select the “Specify Checklist” link at the bottom of the page to specify the checklist details.

The system displays the following details:

Created By	The login user ID of the person who has created the RFQ.
Created Date	The date on which the RFQ was created.
Last Modified By	The login user ID of the person who has last modified the RFQ.
Last Modified Date	The date on which the RFQ was last modified.