RFQ (tdpur8310m000)

Use this session to filter the requests for quotation (RFQs) and request for quotation (RFQ) lines that require a buyer's attention and to execute the appropriate actions on the lines. For example, RFQ lines whose response date is almost due, for which responses are yet to be received, or for which specific process actions must be performed.

Filters

You can use these filters to display the appropriate selection of RFQs and RFQ lines:

  • General Filter
    By Purchase Office, Buyer, Bidder, Item, or by a combination of these fields.
  • Process Filter
    By processing status or action.
  • Date Filter
    By (response) due date.
Note
  • The check marks next to the filter options indicate the filters that are activated.
  • The count fields display the number of lines for the filter. This number is displayed irrespective of the activation of the filter.
Tabs

The RFQs and RFQ lines that match the activated filters are displayed on these tabs:

 

General
Purchase Office

A department in your organization that is responsible for buying the materials and services required by your organization. You assign number groups to the purchase office.

Buyer

The employee of your company who is the contact to the concerned buy-from business partner. The buyer is also known as the purchasing agent.

Bidder

The business partner from whom you order goods or services; this usually represents a supplier's sales department. The definition includes the default price and discount agreements, purchase-order defaults, delivery terms, and the related ship-from and invoice-from business partner.

Item

The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold.

An item can also represent a set of items handled as one kit, or which exist in multiple product variants.

You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
Responses

The total number of RFQ lines that are displayed, based on the General filter.

Process
Print

If a check mark is displayed, RFQ lines that are ready to be printed are displayed.

Click Print to activate or deactivate this filter.

Count

The count of the lines for the filter, which is displayed irrespective of the activation of the filter.

Negotiating

If a check mark is displayed, RFQ lines with the status Negotiating are displayed.

Click Negotiating to activate or deactivate this filter.

Awaiting Conversion Type

If a check mark is displayed, RFQ lines for which the Conversion Type is yet to be specified are displayed.

Click Awaiting Conversion Type to activate or deactivate this filter.

Ready for Process

If a check mark is displayed, RFQ lines that are ready to be processed are displayed.

Click Ready for Process to activate or deactivate this filter.

Response Date
Past Response Date

If a check mark is displayed, RFQ lines with the response date in the past are displayed.

Click Past Response Date to activate or deactivate this filter.

Due Today

If a check mark is displayed, RFQ lines with the response date scheduled for today are displayed.

Click Due Today to activate or deactivate this filter.

Due 1-7 Days

If a check mark is displayed, RFQ lines with the response date in the next seven days are displayed.

Click Due 1-7 Days to activate or deactivate this filter.

Due Beyond 7 Days

If a check mark is displayed, RFQ lines with the response date after the next seven days are displayed.

Click Due Beyond 7 Days to activate or deactivate this filter.

Graphs
Graphs

The type of graph that is displayed.

These graphs can be selected:

  • Vendor Rating by Supplier
    Shows the vendor rating of the selected supplier for the last 12 months.
  • Vendor Rating Top 8
    Shows the vendor rating of the first eight suppliers for the selected item in the current period.
  • Win / Loss Ratio
    Shows the win and loss ratio for the response lines of the selected bidder for the last 12 months.

See RFQ graphs.