Entering a RFQ Concept Entering a RFQ Entering

Entering a RFQ Concept

Entering a RFQ

Entering a RFQ Step 1 Begin by navigating to the Request Quotes page. Click the Purchasing menu.

Entering a RFQ Step 2 Click the Request for Quotes menu.

Entering a RFQ Step 3 Click the Add/Update RFQs menu.

Entering a RFQ Step 4 On the Add a New Value tab, the RFQ ID field shows a default value of NEXT. Click the Add button.

Entering a RFQ Step 5 Use the Request Quotes page to specify request date and details such as the currency of the quote. You also specify line information for the quote, such as the item code, its description, the unit of measure, the price, and the shipping details.

Entering a RFQ Step 6 Use the Status field to specify the status of the RFQ. An RFQ must be approved before it can be dispatched and the responses can be entered.

Entering a RFQ Step 7 The Date Time Opened field displays the date and time when the RFQ opens for supplier response.

Entering a RFQ Step 8 The Currency field displays the currency for the entire RFQ. When you analyze the responses, they can all be converted to this currency.

Entering a RFQ Step 9 The Origin field indicates the origin of the RFQ.

Entering a RFQ Step 10 Click the Header Details link.

Entering a RFQ Step 11 Use the RFQ Header Details page to enter additional information that applies to the RFQ. Any comments entered on the RFQ Header Details page apply to the entire RFQ because they will appear on the header when the RFQ is dispatched.

Entering a RFQ Step 12 Click in the Buyer field.

Entering a RFQ Step 13 Enter the desired information into the Buyer field. Enter "VP 1".

Entering a RFQ Step 14 Use the Billing Location field to specify the billing address.

Entering a RFQ Step 15 Use the Rate Type field to specify the type of rate, such as current rate, average rate, closing rate, and so on.

Entering a RFQ Step 16 Click the OK button.

Entering a RFQ Step 17 Use the Line Info tab to enter detailed information about the item, such as quantity, item number, unit of measure, and price.

Entering a RFQ Step 18 Use the Item ID field to enter or select an item ID. Click in the Item ID field.

Entering a RFQ Step 19 Enter the desired information into the Item ID field. Enter "10000".

Entering a RFQ Step 20 Use the UOM field to enter or select the unit of measure for the item.

Entering a RFQ Step 21 Click in the Quantity field.

Entering a RFQ Step 22 Enter the desired information into the Quantity field. Enter "10".

Entering a RFQ Step 23 Click the More Details tab.

Entering a RFQ Step 24 The More Details tab stores additional information about the quote, such as the shipping method, the lead time, and the manufacturer ID.

Entering a RFQ Step 25 Use the Lead Time field to specify the number of days that the supplier has to ship the product to you. Click in the Lead Time field.

Entering a RFQ Step 26 Enter the desired information into the Lead Time field. Enter "7".

Entering a RFQ Step 27 Click the Dispatch Supplier List link.

Entering a RFQ Step 28 Use the RFQ Dispatch Supplier List page to select the suppliers to whom you want to send the request for quote.

Entering a RFQ Step 29 Click in the Quote Group ID field.

Entering a RFQ Step 30 Enter the desired information into the Quote Group ID field. Enter "COMPUTERS".

Entering a RFQ Step 31 Click the Select option.

Entering a RFQ Step 32 Use the Supplier ID field to enter or select a supplier ID. Click in the Supplier ID field.

Entering a RFQ Step 33 Enter the desired information into the Supplier ID field. Enter "USA 0000038".

Entering a RFQ Step 34 Use the Location field to specify the supplier location where the RFQ will be dispatched from. Click in the Location field.

Entering a RFQ Step 35 Enter the desired information into the Location field. Enter "01".

Entering a RFQ Step 36 Use the To Dispatch option to dispatch to one supplier at a time. Click the To Dispatch option.

Entering a RFQ Step 37 Click the Method list.

Entering a RFQ Step 38 Click the Email list item.

Entering a RFQ Step 39 Click the Add a new row button.

Entering a RFQ Step 40 Click the Select option.

Entering a RFQ Step 41 Click in the Supplier ID field.

Entering a RFQ Step 42 Enter the desired information into the Supplier ID field. Enter "AUS 0000001".

Entering a RFQ Step 43 Click in the Location field.

Entering a RFQ Step 44 Enter the desired information into the Location field. Enter "MAIN".

Entering a RFQ Step 45 Click the To Dispatch option.

Entering a RFQ Step 46 Click the Method list.

Entering a RFQ Step 47 Click the Email list item.

Entering a RFQ Step 48 You need to dispatch the RFQs to both of the suppliers. To do this, you must remove (deselect) the selection for supplier AUS 0000001. Click the Select option.

Entering a RFQ Step 49 To send to both suppliers, you must do the same here to remove (deselect) the To Dispatch option for supplier AUS 0000001. Click the To Dispatch option.

Entering a RFQ Step 50 Click the OK button.

Entering a RFQ Step 51 Click the Save button.

Entering a RFQ Step 52 The RFQ has been saved. Note the RFQ ID.

Entering a RFQ Step 53 The Dispatch button becomes active when you select a supplier from the Dispatch Supplier List, to dispatch the request for quote.

Entering a RFQ Step 54 Click the Dispatch button.

Entering a RFQ Step 55 Use the Dispatch Options page to specify the mode of dispatch for the RFQ.

Entering a RFQ Step 56 Next, you need to enter the name of the server on which the request will be queued and processed. Click in the Server Name field.

Entering a RFQ Step 57 Enter the desired information into the Server Name field. Enter "PSNT".

Entering a RFQ Step 58 Use the Output Destination Type and the Output Destination Format fields to specify the type and the format of the desired output. For this example, use the default selections.

Entering a RFQ Step 59 Click the OK button.

Entering a RFQ Step 60 The system prompts you to wait for confirmation that the RFQ process has finished. You can either click Yes to wait, or click No and verify later with the Process Monitor.

Entering a RFQ Step 61 Click the Save button.

Entering a RFQ Step 62 You have successfully entered and dispatched an RFQ. End of Procedure.