Create RFQ – A summary of the activity

RFQ is the document that is sent to the suppliers to communicate the requirements, based on the purchase request information or without purchase request. It would communicate the items required, schedule requirements, quality specifications and payment terms along with date by which the supplier must respond. The system allows the user to create RFQ for parts not defined in “Part Administration” business component also. A base RFQ number is generated in which the user can record the suppliers to whom this RFQ needs to be sent. After recording the suppliers to the base RFQ, RFQ number generation task would generate an RFQ number with a different suffix for each supplier. i.e. if the base RFQ number has number as RFQ/000012/2002 and if three suppliers are mapped to this document then the RFQ number generated for the suppliers would be RFQ/000012/2002-01, RFQ/000012/2002-02 and RFQ/000012/2002-03. This would ease the quotation analysis as the user need to just specify the base RFQ number on which the quotations has been received.

This activity allows you to create a request for quotation (RFQ). The following options are available while creating an RFQ:

• RFQ can be created based on the authorized PRs. The schedule and quality details are defaulted from PR for the Part number selected for creating RFQ.

• RFQ can be created without reference to PRs. In such case, you can search for parts needed if it exists in the “Part Administration” business component or enter parts which are not defined in “Part Administration”.

Part details captured while raising the RFQ

The part needs to be entered along with the, quantity, UOM, schedule type, quality attribute and the receiving organization unit, at the time of raising an RFQ. The additional part details such as whether alternate part number is allowed or not is captured in this activity.

The system generates the line number for each part sequentially at the time of raising the RFQ.

Getting familiar with the pages inside

What you can do in this activity

Specify terms and conditions for the request for quotation

Record schedule and distribution details

Record the quality attributes for the RFQ

Modify the RFQ details

Select suppliers for RFQ

Specify the user defined details for RFQ

Specify terms and conditions for the request for quotation

You can enter the insurance details and delivery terms for the .RFQ

•  Create the RFQ in the "Create RFQ" page.

•  Use the “Edit Terms & Conditions” page, to specify the terms and conditions for the request for quotation.

Record schedule and distribution details

You can enter the delivery schedule for those line items whose schedule type is multiple. You can enter the various supply dates and the quantity of parts that needs to be supplied.

•  Create the RFQ in the "Create RFQ" page.

•  Use the “Edit Schedule & Distribution” page, to specify the delivery schedule for the parts in the request for quotation.

Record the quality attributes for the RFQ

You can modify the value of quality attribute details such as the standard value, minimum value and maximum value for quantitative attribute values of the part only if the Quality Attribute Value is set to “Customized”. The values specified should fall in the range specified in the “Part Administration” business component.

•  Create the RFQ in the "Create RFQ" page.

• Use the “Edit Quality Attributes” page, to specify the standard value, minimum value and maximum value details for attributes of type auantitative for the various parts in the request for quotation. For attributes of type “Qualitative” the Std. Qualititative value cannot be changed.

Modify the RFQ details

You can modify the RFQ details.

•  Use the “Edit RFQ” page, to modify the request for quotation details.

Select suppliers for RFQ

You can specify the supplier selection details by entering the supplier code and the corresponding supplier name and the default address id are displayed by the system.

•  Create the RFQ in the "Create RFQ" page.

•  Use the “Edit Supplier Selection” page, to specify the supplier code to whom the RFQ needs to be sent.

Specify the user defined details for RFQ

You can enter any additional information pertaining to the quotation.

• Create the RFQ in the "Create RFQ" page.

•  Use the “Edit User Defined Details” page, to specify the user defined details for the quotation.