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This page allows you to create the RFQ. The RFQ’s that are in “Released” status can only be created. In order to differentiate the RFQ in customer portal, you can provide another RFQ number in this screen.
Select the hyper linked RFQ No. from the multiline of the “Select Request For Quotation” screen.
The “Manage Request For Quotation” page appears.
The system displays the following details.
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Company Code |
The unique code identifying the company. |
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Company Name |
The company name corresponding to the company code. |
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Zoom facility available. |
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Org. Unit |
The organizational unit of the RFQ. |
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Zoom facility available. |
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Org. Name |
The organizational name corresponding to the organization unit. |
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Zoom facility available. |
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Customer Code |
The unique code identifying the customer. |
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Customer Name |
The customer name of the corresponding customer code. |
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Zoom facility available. |
Enter the following details in the “RFQ Details” group box:
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RFQ No. |
The unique number identifying the RFQ (Alphanumeric, 18) Mandatory. The RFQ number is generated automatically with the corresponding prefix and suffix of the numbering type selected in the “Numbering Type” field or else it can be entered manually. If the numbering type is set to “Manual” then the system checks for the existence of the RFQ number and also ensures that it does not have any spaces or special characters. The system ensures that this field is not left blank if the RFQ number is not generated automatically. The system generates the RFQ number if the numbering type is not set to “Manual”. It also checks for the existence of the RFQ number if it is automatically generated |
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Numbering Type |
Use the drop-down list box to select the prefix and suffix for the RFQ number that is created. Mandatory. The values are populated from the “Numbering Class” business component. |
The system displays the following details.
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RFQ Date |
The system displays the system date by default on launch of the page. |
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RFQ Valid Till |
The date up to which the RFQ is valid (Date Format). |
Enter the following details in the “RFQ Details” group box:
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Currency |
Use the drop-down list to select the currency. 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. The values defined in “Category” component get populated. Mandatory |
The system displays the following details.
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Customer RFQ No. |
The unique number identifying the customer RFQ. |
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Customer RFQ Status |
The status of the customer RFQ. |
The system displays the following details in the “Item Details” multiline.
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Line No. |
The unique number identifying the line item. |
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Customer Item Code |
The unique code identifying the customer item. |
Enter the following details in the “Item Details” multiline:
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Item Code |
The unique code identifying the item. (Alphanumeric, 32). |
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Help facility available. |
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Variant Code |
The variant of the item. (Alphanumeric, 8). |
The system displays the following details in the “Item Details” multiline.
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Item Variant Desc. |
The descriptive information of the item variant. |
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UOM Desc. |
The descriptive information of the UOM. |
Enter the following details in the “Item Details” multiline:
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UOM |
The unit of measure of the RFQ. (Alphanumeric, 15). |
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Help facility available. |
The system displays the following details in the “Item Details” multiline.
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Enquired Qty. |
The quantity of the item for which the customer has requested a quotation |
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Required Date |
The date by which the item is required to be delivered |
Enter the following details in the “Item Details” multiline:
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Ship To Id. |
Use the drop-down list to change the id to which the shipment is be made. |
The system displays the following details in the “Item Details” multiline.
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Remarks |
The additional information about the item. |
Click the “Create RFQ” pushbutton to create the RFQ.
The RFQ is created in the Quotation component in “Fresh” status
The system displays the following in the ‘Notes’ group box
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Notes Title |
The Title of the notes. |
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 had created the RFQ. |
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Zoom facility available. |
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Created Date |
The date on which the RFQ was created. |
To proceed, carry out the following:
Select the “Edit Request For Quotation” link at the bottom of the page to modify the RFQ.
Select the “Create Quotation” link at the bottom of the page to create the quotation details.
Select the “Attach Notes” link at the bottom of the page to specify notes.
