Selecting request for quotation for modification or cancellation

This page allows you to select the request for quotation for modification or cancellation. Tell me more.

Select the “Cancel / Edit RFQ” 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 page. 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 in the “Direct Entry” group box:

RFQ #

The number identifying the request for quotation to be modified (Alphanumeric, 15).

Select the “Edit RFQ Information” link provided alongside, to modify the request for quotation details.

To search for an RFQ

Enter the following in the “Search Criteria” group box, to search for the request for quotation. Data entry in the following is optional.

RFQ #	The number identifying the request for quotation (Alphanumeric, 15). You can enter the request for quotation number in full or specify it partially using the “*” character. The system retrieves all the request for quotations with quotation numbers that are similar to the number entered here. Leave this field blank, to retrieve all the request for quotations.
RFQ (Base / Supplier)	Use the drop-down list box to select the RFQ. You can select either “Base RFQ” or “Supplier based RFQ”.

Note: Base RFQ is the RFQ which has supplier selected in it. And the Supplier based RFQ is the RFQ which is generated from Base RFQ after suppliers have been selected for that RFQ and clicking “Generate RFQ #” pushbutton in the “Edit Supplier Selection” page.

RFQ Date From

The starting date, in the range of request for quotation dates, from which the request for quotation details must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the request for quotations that are raised later than this date. Leave this field blank, to retrieve all the request for quotations, irrespective of the starting date. The system displays the date that is one month earlier than the current server date, by default.

Note: The date entered in “From RFQ Date” field must be less than or equal to the date entered in “To RFQ Date” field.

RFQ Date To	The ending date, in the range of request for quotation dates, until which the request for quotation details must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the request for quotations that are raised till this date. Leave this field blank, to retrieve all the request for quotations, irrespective of the ending date. The system displays the current server date by default.
Part #	The number identifying the part which has to be procured by raising the RFQ. (Alphanumeric, 40).
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 the field to blank by default.
Supplier #	The code identifying the supplier (Alphanumeric, 45). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the request for quotations containing supplier numbers similar to the number entered here. Leave this field blank, to retrieve all the request for quotations, irrespective of the supplier.
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 sets the field to blank by default.
Status	Use the drop-down list box to select the status of the request for quotation. The system lists the following values: “Draft” and “Fresh”. The system sets the field to blank by default.
User Status	Use the drop-down list box to select the user status of the request for quotation document. The system lists all the active RFQ user status that are defined in the “Create User Status “ activity of the “Logistics Common Master” business component. The system sets the field to blank by default.
Created By	The name of the user who created the RFQ.
Buyer Group	Use the drop-down list box to select the buyer group to which the buyer is associated. The system sets the field to blank by default.

Click the “Search” pushbutton, to retrieve the details in the multiline.

The system displays the following “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 request for quotation document.
Supplier #	The code that identifies the supplier.
Supplier Name	The name of the supplier corresponding to the supplier code.
RFQ Type	The type to which the RFQ belongs.
RFQ Category	The category of the request for quotation document.
Created By	The name of the user who created the RFQ.
Buyer Group	A unique code that identifies the buyer group to which the buyer is associated.

Enter the following:

User Status

Use the drop-down list box to select the user status of the request for quotation document. The system lists all the active RFQ user status that are defined in the “Create User Status “ activity of the “Logistics Common Master” business component. The system leaves the field blank by default.

Enter the following in the “Search Results” multiline:

Reason

If you wish to cancel the request for quotation, enter any comments or remarks regarding canceling the request for quotation in this field (Alphanumeric, 255). Data entry in this field is mandatory, if the request for quotation is selected for cancellation.

Check the box in the “Select” column of the multiline, to mark the request for quotation for cancellation.

Note: Atleast one row must be selected in the multiline.

The request for quotation must be in “Draft” or “Fresh” status.

To cancel the request for quotation

Click the “Cancel RFQ” pushbutton, to cancel the request for quotation.

The system updates the status of the request for quotation to “Cancelled”. The system stores the login user ID and the server date with the modification details.

To modify the request for quotation

Click the hyperlinked request for quotation number in the multiline, to modify the request for quotation details.

Selecting request for quotation for modification or cancellation – An overview

This page allows you to select the request for quotation for modification or cancellation. Once cancelled, the request for quotation cannot be used in any transaction.

You can directly enter the request for quotation number if you know the exact number, or carry out the search using request for quotation number, date on which the request for quotation is created, type of the request for quotation, RFQ number or user status. The system displays the request for quotation details in the multiline as per the search criteria.

Only request for quotations, which are in “Draft” or “Fresh” status, can be modified or canceled. Upon cancellation, the system updates the status of the request for quotation to “Cancelled”. The system stores the login user ID and the server date along with the modification details.