Use the RFQs window to:
Enter and edit a request for quotation (RFQ)
Review and edit an RFQ you autocreated from on-line requisitions
Each RFQ consists of header, line, and shipment information. You can send the RFQ to as many suppliers you want and decide how much item information to provide to the suppliers.
There are two methods of creating an RFQ; manual entry and by copying a blanket purchase agreement. Manual entry is described in this section below and the copy blanket agrement to RFQ process is described in detail in the Purchase Orders section. See: Copying Purchase Orders.
For information on the difference between RFQs and quotations, and the different types of RFQs and quotations, see: RFQs and Quotations.
Note: Whether or not you send an RFQ, suppliers can send you catalog quotations electronically, through the Purchasing Documents Open Interface. See: Receiving Price/Sales Catalog Information Electronically.
Prerequisites:
Define suppliers and supplier sites. See: Suppliers.
Define supplier lists. See: Defining Supplier Lists.
Define locations. See: Defining Locations.
Define buyers. See: Defining Buyers.
Define unit of measure classes. See: Defining Unit of Measure Classes.
Define units of measure. See: Defining Units of Measure.
Define payment terms. See: Defining Payment Terms.
To enter RFQ header information:
Navigate to the RFQs window. Purchasing displays today's date as the Created date and the functional Currency from your ledger.
Select the Operating Unit for this RFQ.
Enter a unique number for the RFQ. In the Purchasing Options window, you can choose whether RFQ numbers are numeric or alphanumeric and whether Purchasing automatically generates them when you save your changes. See: Defining Numbering Options.
In the Type field, enter one of the document names defined for RFQs. The list of values lists the Document Type (Document Name) and Quotation Class from the Document Types window. For existing RFQs, the list of values includes only RFQs with the same Quotation Class. See: Defining Document Types. See also: Types of Quotations and RFQs.
Enter the Ship-To and Bill-To locations for the items on the RFQ. See: Defining Locations.
Use the Status field to control the status of the RFQ:
In Process - The initial status when you create the RFQ.
Active - Choose this status when the RFQ is complete and you are ready to send it to your suppliers. Only Active RFQs are printed.
Printed - The status assigned to the RFQ when you have printed at least one copy of it. You must change the status to Active if you want to reprint the RFQ.
Closed - Choose this status to close the RFQ when all suppliers have responded or when you no longer want responses. When you close an RFQ, Purchasing deletes all follow up notifications associated with it.
Enter the Due Date when you want your suppliers to reply. Purchasing prints the reply due date on the RFQ. Purchasing notifies you if the current date is between the RFQ reply due date and the close date and if the RFQ is Active. Purchasing knows that a supplier replied to an RFQ if you enter a quotation for this supplier referencing the RFQ. See: Viewing and Responding to Notifications. See: Entering Quotation Headers.
Enter the Reply/Receive Via code for the method you want the supplier to use to send the quotation. For example, by mail, telephone, or FAX. See: Defining Lookup Codes.
Enter the Close Date for the RFQ. Purchasing prints the close date on the RFQ. Purchasing notifies you if the current date is between the RFQ reply due date and the close date and if the RFQ is Active. Purchasing warns you when you enter a quotation against this RFQ after the close date. See: Viewing and Responding to Notifications.
Select Require Quote Approval to enforce approval of any quotation referencing this RFQ before the quotation can be used for a purchase order.
Purchasing displays your name as the Buyer. You can forward the RFQ to another buyer by choosing the name of this buyer from the list of values. The buyer you enter receives all notifications regarding this RFQ.
Enter the beginning and ending Effectivity Dates for the supplier quotation.
Enter RFQ lines in the Lines tabbed region: See: Entering RFQ Lines.
To enter supplier information:
Select the Suppliers button to open the RFQ Suppliers window. See: Entering RFQ Supplier Information
To enter currency information:
Select the Currency button to open the Currency window. See: Entering Currency Information.
To enter terms and conditions information:
Select the Terms button to open the RFQ Terms window. See: Entering RFQ Terms Information.
To enter shipment information:
When the Quotation Class of the header Type is Bid, you can select the Shipments button to open the RFQ Shipments window. See: Entering RFQ Shipment Information.
To enter price break information:
When the Quotation Class of the header Type is Catalog, you can select the Price Break button to open the Price Breaks window. See: Entering RFQ Price Break Information.