Setting up parameters for RFQ Characteristics
- Select Setup > Customer Profiles.
-
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.
- Select or review the facility for which the customer profile is created.
-
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 AgreementNote: 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.