Selecting RFQ for creating quotation

This page allows you to select the RFQ number for creating the quotation. If you know the RFQ number, you can directly enter it to retrieve the RFQ details.

Select the “Create Quotation” link under the “RFQ” business component.

The “Select RFQ” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this screen. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the Enterprise Modeling business component by default.

Enter the following field in the “Direct Entry” group box, if you are aware of the RFQ number for which you wish to retrieve details.

RFQ #

The number identifying the request for quotation for which the quotation must be raised. (Alphanumeric, 18).

Select the “Create Quotation” link provided alongside, to create the quotation document.

To search for an RFQ

Enter the following fields in the “Search Criteria” group box, to search for the reference document. Data entry in the following fields is optional:

RFQ #	A unique number identifying the request for quotation document (Alphanumeric, 18).
Status	The status of the RFQ. You can create a quotation on the RFQ that is either in the “Fresh” or “Quoted” status. The system leaves the field blank by default.
RFQ Date From	The starting date, in the range of RFQ dates, from which the request for quotation must be retrieved (Date format). The system displays the date that is one month earlier than the current server date, by default.
RFQ Date To	The ending date, in the range of RFQ dates, until which the request for quotation must be retrieved (Date format). The system displays the current server date by default.
From Need Date	The starting need date set for the required delivery of the part (Date Format). Ensure that this date is earlier than the system date.
To Need Date	The ending need date set for the required delivery of the part (Date Format). Ensure that this date is earlier than the system date and later than or equal to “From Need” date.
Supplier #	The code that identifies the supplier (Alphanumeric, 45).
RFQ Type	Use the drop-down list box to select the type of the request for quotation. The RFQ can be of the following types: "Competitive Bidding" and "Selective". The system sets this field blank by default.
Part #	The number identifying the part which has to be procured by raising the quotation (Alphanumeric, 40).
RFQ Category	Use the drop-down list box to select the category of the request for quotation document. The system lists all the active RFQ categories that are defined in the “Create Common Category“ activity of the “Logistics Common Master” business component. The system displays the current server date by default.

Note: Leave all the fields blank if you wish to retrieve the RFQs irrespective of the search criteria.

Click the “Search” pushbutton to display the search results:

The system displays the following details in the “Search Results” multiline:

RFQ #	The number identifying the request for quotation document.
RFQ Date	The date on which the RFQ document was created.
Status	The status of the quotation.
RFQ Type	The type to which the RFQ belongs.
RFQ Category	The category of the request for quotation document.
Supplier #	The code that identifies the supplier.
Supplier Name	The name of the supplier corresponding to the supplier code.

To proceed, carry out the following

Click the hyperlinked RFQ number in the multiline, to create the quotation.