Create Request for Quotation (tpest2200m200)

Use this session to create a request for quotation (RFQ) to estimate the item or service costs for a project. This enables the cost engineers to request for the price information when creating the estimate for a project. This session can only be accessed using the Create Request for Quotation option in the Estimate Lines (tpest2100m000) session.

Note: 

You can create a request for quotation for multiple estimate lines.

To create a request for quotation, you must specify the activity or element code for the estimate lines.

You can create the RFQ only if the Cost Type field is set to Materials, Equipment, or Subcontracting in the Estimate Lines (tpest2100m000) session.

For the RFQs created using this session, LN sets the Origin field in the RFQ Lines (tdpur1502m000) session to Project.

Field Information

Number Group

The number group for the request for quotation (RFQ).

Note: This value is defaulted from the Procurement User Profiles (tdpur0143m000) session. However, you cannot modify this value.
Description

The description or name of the code.

RFQ Series

The number group series that you assign to the request for quotation (RFQ).

Note: 
  • This value is defaulted from the Procurement User Profiles (tdpur0143m000) session. However, you can modify this value.
  • This field is enabled only if the Add to Existing RFQ checkbox is cleared.
Description

The description or name of the code.

RFQ Type

The request for quotation (RFQ) type.

Note: 
  • This value is defaulted from the Procurement User Profiles (tdpur0143m000) session. However, you can modify this value.
  • This field is enabled only if the Add to Existing RFQ checkbox is cleared.
Description

The description or name of the code.

Add to Existing RFQ

If this check box is selected, the quotation information to estimate the item or service costs is added to the existing request for quotation (RFQ).

Request For Quotation

The code of the existing request for quotation (RFQ) to which the quotation information is added.

Note: This field is enabled only if the Add to Existing RFQ checkbox is selected.
Buyer

The buyer for the request for quotation.

Note: 
  • When you specify a value in this field, LN checks if the specified employee’s data exists in the Employees - People (bpmdm0101m000) session and the employee is Active (based on the First Date of Employment and the Last Date of Employment). Else, a warning message is displayed. You can ignore the message.
  • This value is defaulted from the Procurement User Profiles (tdpur0143m000) session.
Description

The description or name of the code.

Reference A

The additional information used to identify the RFQ. This reference is printed on the related documents and lists.

Reference B

The additional information used to identify the RFQ. This reference is printed on the related documents and lists.

Report

If this check box is selected, LN prints a report that includes the details of the RFQs that are created and errors, if any.