RFQ process flows

This table shows the actions that are taken during the quotation process and the events that each action generates:
Action Events
In the web shop, a user clicks the Submit button in the Quote Request page.
  1. In the web shop, the status of the quote is updated to Submitted.
  2. A notification is sent to the individual who requested the quote and to the email addresses of the account managers.
  3. A ProcessQuote BOD is generated and sent to M3 CE.
  4. If the ProcessQuote BOD is processed successfully, M3 CE generates a SyncQuote BOD with a quote status of Unapproved and an AcknowledgeQuote BOD. The AcknowledgeQuote BOD includes the ERP quote number.
  5. Rhythm ignores the SyncQuote BOD. After the AcknowledgeQuote BOD is processed, the ERP quote number is added to the quote in the web shop.
Note: If the AcknowledgeQuote BOD has a status of Rejected, then the quote status in the web shop is updated to Failed. The quote number is not updated.
In M3 CE, the account manager prepares final pricing and updates the status of the quote to 20 Definite quotation.
  1. Infor M3 generates a SyncQuote BOD with an Open status to Rhythm.
  2. After Rhythm processes the BOD, the status of the quote in the web shop is updated to Open. The pricing is updated. The font color of the pricing is updated to black to indicate that the pricing is final.
  3. A notification is sent to the individual who requested the quote and to the email addresses of the account managers.
In the web shop, a user declines the quote. To complete this action, a quote must have a status of Open and cannot be expired.
  1. The status of the quote in the web shop is updated to Declined.
  2. A notification is sent to the individual who requested the quote, the individual who declined the quote, and to the email addresses of the account managers.
  3. Rhythm generates a ProcessQuote BOD with a quote status of Lost.
  4. After M3 processes the BOD, the status of the quote in M3 updated to Rejected.
  5. Infor M3 sends a SyncQuote BOD to Rhythm with a quote status of Lost and an AcknowledgeQuote BOD to Rhythm.
Note: If the AcknowledgeQuote BOD has a status of Rejected, then the quote status in the web shop is updated to Failed. The quote number is not updated.
In the web shop, a user accepts the quote. To complete this action, a quote must have a status of Open and cannot be expired.
  1. The status of the quote in the web shop is updated to Accepted.
  2. Rhythm generates a ProcessQuote BOD with a quote status of Accepted.
  3. After M3 processes the BOD, the status of the quote in M3 updated to CO created from quotation.
  4. Infor M3 sends an AcknowledgeQuote BOD to Rhythm.
  5. A notification is sent to the individual who requested the quote, the individual who accepted the quote, and to the email addresses of the account managers.
  6. In Infor M3, the quote is converted to a sales order.
  7. Infor M3 sends a SyncQuote BOD to Rhythm with a quote status of Awarded.
  8. After Rhythm process the SyncQuote BOD, the status of the quote in the web shop is updated to Awarded.
  9. A notification is sent to the individual who requested the quote, the individual who accepted the quote, and to the email addresses of the account managers.
  10. Infor M3 creates the sales order.
  11. Infor M3 sends a SyncSalesOrder.
  12. In the web shop, an order is created.