Enter and edit a request for quotation (RFQ)
Review and edit an RFQ you autocreated from on-line requisitionsEach RFQ consists of header, line, and shipment information. You can send the RFQ to as many suppliers you want and decide how much item information to provide to the suppliers.
To enter RFQ header information:1. Navigate to the RFQs window by selecting RFQs from the menu. Purchasing displays today's date as the Created date and the functional Currency from your set of books.
2. Enter a unique number for the RFQ. In the Purchasing Options window, you can choose whether RFQ numbers are numeric or alphanumeric and whether Purchasing automatically generates them when you save your changes. See: Defining Numbering Options.
3. In the Type field, enter one of the document names defined for RFQs. The list of values lists the Document Type (Document Name) and Quotation Class from the Document Types window. For existing RFQs, the list of values includes only RFQs with the same Quotation Class. See: Defining Document Types.
4. Enter the Ship-To and Bill-To locations for the items on the RFQ. See: Site Locations.
5. Use the Status field to control the status of the RFQ:In Process - The initial status when you create the RFQ.Active - Choose this status when the RFQ is complete and you are ready to send it to your suppliers. Only Active RFQs are printed.Printed - The status assigned to the RFQ when you have printed at least one copy of it. You must change the status to Active if you want to reprint the RFQ.Closed - Choose this status to close the RFQ when all suppliers have responded or when you no longer want responses. When you close an RFQ, Purchasing deletes all follow up notifications associated with it.
6. Enter the Due Date when you want your suppliers to reply. Purchasing prints the reply due date on the RFQ. Purchasing notifies you if the current date is between the RFQ reply due date and the close date and if the RFQ is Active. Purchasing knows that a supplier replied to an RFQ if you enter a quotation for this supplier referencing the RFQ. See: Viewing and Responding to Notifications. See: Entering Quotation Headers.
7. Enter the Reply/Receive Via code for the method you want the supplier to use to send the quotation. For example, by mail, telephone, or FAX. See: Defining Lookup Codes.
8. Enter the Close Date for the RFQ. Purchasing prints the close date on the RFQ. Purchasing notifies you if the current date is between the RFQ reply due date and the close date and if the RFQ is Active. Purchasing warns you when you enter a quotation against this RFQ after the close date. See: Viewing and Responding to Notifications.
9. Select Require Quote Approval to enforce approval of any quotation referencing this RFQ before the quotation can be used for a purchase order.
10. Purchasing displays your name as the Buyer. You can forward the RFQ to another buyer by choosing the name of this buyer from the list of values. The buyer you enter receives all notifications regarding this RFQ.
11. Enter the beginning and ending Effectivity Dates for the supplier quotation.12. Enter RFQ lines in the Lines alternative region: See: Entering RFQ Lines.
To enter supplier information:Select the Suppliers button to open the RFQ Suppliers window. See: Entering RFQ Supplier Information
To enter currency information:Select the Currency button to open the Currency window. See: Entering Currency Information.
To enter terms and conditions information:Select the Terms button to open the RFQ Terms window. See: Entering RFQ Terms Information
To enter shipment information:When the Quotation Class of the header Type is Bid, you can select the Shipments button to open the RFQ Shipments window. See: Entering RFQ Shipment Information
To enter price break information:When the Quotation Class of the header Type is Catalog, you can select the Price Break button to open the Price Breaks window. See: Entering RFQ Price Break Information
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