Creating Request for Quotation

Use the Create RFQ page to create the Request for Quotation. You can specify the RFQ details such as the Facility, Ship To, Suppliers, and RFQ line details.

  1. Select RFQ > RFQ Management. The RFQ Management page is displayed.
  2. Click Add in the List of RFQs section. The Create page is displayed.
  3. Specify this information in the header section:
    Facility
    The name of the location from where the RFQ is sent.
    Note: This value is defaulted from the Default Facility field on the User Profile page.
    Ship To
    The name of the location at which the parts are received.
    Note: This value is defaulted from the Default Ship To field on the User Profile page.
    Type
    The type of bidding for the RFQ. Possible values:
    • Traditional: This is a generic RFQ for which the suppliers can submit the RFQ responses until the expiry date. 
    • Reverse: The application indicates the lowest bid of all the bids received for the RFQ line. The bids received are updated in the integrated ERP application simultaneously.
    • Sealed: The negotiation with the supplier is not possible as the bids submitted by the suppliers are updated in the ERP and evaluated only after the expiry date specified for the RFQ.
    Note: A unique RFQ number is generated after the RFQ details are saved on this field.
    Expiry Date (yyyy-MM-dd)
    The date up to which the response to the RFQ line is considered for evaluation.
    Expiry Time
    The time up to which the response to the RFQ line is considered for evaluation.
    Create Date
    The date on which the RFQ is created.
    Reference
    Buyer Name
    The name of the customer with whom the RFQ is communicated.
    Carrier
    The name of the carrier that transports the shipment.
    Expiry Date
    The date up to which the response to the RFQ line is considered for evaluation.
    Currency
    The ISO specified code for the currency.
    Project
    The code of the project master data.
  4. Specify the information in the Additional Information section.
    Note: You can configure the displayed fields on the Flex fields page.
  5. Click Save. The Add option is enabled in the Lines tab.
  6. Click Add. The Create Lines page is displayed. For more information, see: Creating an RFQ line
  7. Click Add on the Supplier tab.
  8. Specify the supplier name and currency in the window that is displayed.
  9. Click Submit.
  10. Click Add on the Mapping tab to map an RFQ line with the supplier.
  11. Select the RFQ line and the supplier in the window that is displayed.
  12. Click Submit.
  13. Click the Map Survey option on the Survey tab.
  14. Specify the information in the Line, Response and Survey fields in the window that is displayed.
  15. Click Save.
  16. Review the documents in the Attachments tab.
  17. Click Save.
  18. Click Publish. An RFQ is published.