Setting up parameters for RFQ Characteristics

  1. Select Setup > Customer Profiles.
  2. Click Add. The Customer Profile page is displayed.
    Note: You can modify the existing customer profile by using the Edit option corresponding to the facility.
  3. Select or review the facility for which the customer profile is created.
  4. Specify this information in the ASN Shipment or Serialized Part section:
    Enable RFQ Creation
    Select this check box to enable the RFQ Creation functionality.
    RFQ Number Mask
    The prefix for the RFQ Number.
    Next RFQ Number
    The RFQ number that is defaulted when a new RFQ is created.
    Enable MPN Functionality
    Select this check box to display the MPN field on all the RFQ related pages.
    Allow Suppliers to suggest other MPNs
    If this check box is selected, the supplier can propose a new Manufacturer Part Number (MPN) against the MPN for which the RFQ is sent.
    Hide Warranty
    Select this check box to hide the warranty from the customer and supplier.
    Enable Additional Costs
    Select this check box for the customer to create different charges based on the requirement of the supplier in the RFQ bid.
    Priority 1
    Select the first value based on which the bid responses are sorted. Possible values:
    • Unit Price
    • Total Bid
    • Delivery Date
    Priority 2
    Select the second value based on which the bid responses are sorted. Possible values:
    • Unit Price
    • Total Bid
    • Delivery Date
    Priority 3
    Select the third value based on which the bid responses are sorted. Possible values:
    • Unit Price
    • Total Bid
    • Delivery Date
    Enable Expected Outcome Functionality
    Select this check box to enable the Outcome field on the Create RFQ page and RFQ Response page.
    Outcomes field
    The expected outcome for the RFQ line. Possible values:
    • Purchase Order
    • Purchase Agreement
      Note: The values that are available for the Outcome field on the Create RFQ page and RFQ Response page are displayed based on the check boxes you select in this field.
    Exchange Rate Type
    The exchange rate specific to the procurement or transaction type.
    Expired
    The Expiry Date field corresponding to the RFQ line is highlighted with the color code. This indicates that the current date has exceeded the due date for the response to the RFQ line.
    Warning
    The period (in days) prior to the expiry date of the RFQ line the user must be notified with a warning. The Expiry Date field corresponding to the RFQ line is highlighted with the color code.
    Critical
    The period (in days) prior to the expiry date the user must be notified with a warning. The Expiry Date field corresponding to the RFQ line is highlighted with the color code that indicates the number of days remaining, closer to the expiry date.
    Show Target Price for Supplier
    If this check box is selected, the target price for the RFQ line is displayed to the supplier.
    Allow Landed Cost Entry
    If this check box is selected, the supplier can specify the landed costs associated with the RFQ.
    Terms & Conditions
    The terms and conditions that the supplier must agree to submit the bid for a RFQ line.