Modifying the request for quotation

This page allows you to modify all the details of the selected request for quotation. Tell me more.

Select the "Edit RFQ Information" link in the "Select RFQ" page. Alternatively, select the hyperlinked RFQ number in the multiline of the same page.

The “Edit 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.

The system displays the following in the “RFQ Details” group box:

RFQ #	The number identifying the request for quotation to be modified.
Status	The status of the quotation, which could be "Fresh", “Draft” or “Cancelled”.
RFQ Date	The date on which the RFQ was created.

Modify the following details in the “RFQ Details” group box, if required:

RFQ Type	Use the drop-down list box to select the type of the request for quotation. Mandatory. The RFQ can be of the following types: "Competitive Bidding" and "Selective". The system sets this field to “Competitive Bidding” by default.
Reply Date	The date by which the supplier should send the quotation (Date Format). Mandatory.
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 following:
Buyer Group	The buyer group to which the login user is mapped.
Enter the following:
User Status	Use the drop-down list box to assign a user-defined status for the quotation. The system lists all the user statuses defined in the “Create User Status” activity in the “Logistics Common Master” business component, in the “Active” status.

Note: Only request for quotations, which are in “Draft” or “Fresh” status, can be modified.

The system displays the following:

Description

The textual description of the buyer group.

Zoom facility available.

The system displays the following fields in the “Supplier Details” group box:

Supplier #	The code identifying the supplier.
Supplier Name	The name of the supplier. Zoom facility available.
Contact Person	The person to be contacted in the selected address.
Phone #	The contact telephone number of the selected supplier.
Address	The address of the selected supplier. The system concatenates all the addresses available for the selected supplier, city, zip code, state and country and displays it in this field. Zoom facility available.
Email	The contact email address of the selected supplier.
Fax #	The contact fax number of the selected supplier.

The system displays the following in the " Part Details” multiline:

Line #

The line number generated by the system, for every part entered in the multiline. The system generates this number on clicking the “Edit RFQ” pushbutton.

Modify the following in the "Part Details” multiline, if required.

Part #

The number identifying the part which must be procured by raising the RFQ (Alphanumeric, 18). Mandatory. The user can also enter the parts that are not defined in “Part Administration” business component.

Help facility available.

Part Description

A textual description pertaining to the part (Alphanumeric, 150).

Part Type	Use the drop-down list box to specify the part type. Mandatory. The part types are predefined in the system. The various part types are “Raw material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Kit” and “Miscellaneous”.
Part Condition	Use the drop-down list box to specify the condition of the part. The conditions available are: New – Indicates that the part is new. New Surplus –. Indicates that the part has been manufactured or purchased sometime back but not been used till date. Overhauled – Indicates that some maintenance action or servicing has been done on the part, but the part has not been used after servicing. Serviceable – Indicates that the part has been used after servicing.
The system displays the following:
Covered Qty	The total quantity of the part covered from purchase request.
Enter the following:
Required Quantity	The total quantity of the part required (Integer). Mandatory. The quantity must be greater than zero, and the total quantify for all the lines for this part should be greater than the “Minimum Order Quantity” defined for this part in the “Part Administration” business component.

Note: The “Required Quantity” can also be in fractions, if the fractions are allowed in the “Unit of Measurement Administration” business component. If “Covered Qty. is displayed, “Required Quantity” has to be greater than or equal to the “Covered Qty”.

UOM

The unit of measurement in which the part must be requested (Alphanumeric, 10). Mandatory. Ensure that the UOM is already defined in the “Unit of Measurement Administration” business component and is in “Active” status.

Help facility available.

Note: If the UOM entered here is not the same as the stock UOM defined in the “Part Administration” business component, ensure that a conversion factor is defined to convert this UOM to Stock UOM, either in the “Part Administration” or the “Unit Of Measurement Administration” business component.

Schedule Type

Use the drop-down list box to specify the delivery schedule for the part. Mandatory. The options available are:

Single – Indicates that the part has to be delivered in single shipment.
Multiple – Indicates that the part can be delivered in multiple shipments.

The system sets this field to “Single” by default.

Need Date

The time limit or the date set for the delivery of the part (Date Format). Data entry in this field is mandatory, if the “Delivery Type” is “Single”. Ensure that this date is not earlier than the system date.

Ship To

Use the drop-down list box to specify the Goods Receipts Organization Unit to which the part must be supplied. Mandatory. The system lists all the goods receipts organization units mapped to the “RFQ” business component.

Note: The organization unit must be in “Active” status.

Alternate Part #	Use the drop-down list box to specify whether alternate part for the part must be allowed or not. The system provides the options “Allowed” and “Not Allowed”. If the alternate part number is allowed, then the alternate numbers must be defined in the “Maintain Alternate Part Nos” activity of the “Part Administration” business component. The system displays “Not Allowed” by default.
Quality Attribute	The quality attribute of the line number, which could be “Standard”, “Custom” or “None”. Mandatory.
Certificate Type	The type of the certificate that is issued to the specified part or supplier. Use the drop-down list box to select the type of certificate. The system lists the types that are in the "Active" status, as defined in the “Create Certificate Type” activity of the “Logistics Common Master” business component.
Remarks	Any comments pertaining to the request for quotation (Alphanumeric, 255).

Check the box in the “Select” column of the multiline, to mark the RFQ line item for deletion.

Click the Delete icon in the tool bar above the multiline, to delete the RFQ line item selected in the multiline.

Click the “Edit RFQ” pushbutton, to update the modified details of the request for quotation.

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

Note: The system allows you to create an RFQ for any Part Type, irrespective of the condition of the part.

The system displays the following in the “Record Statistics” group box.

Created By	The name of the user who created the request for quotation.
Created Date	The date on which the request for quotation was created.
Last Modified By	The name of the person who last modified the request for quotation.
Last Modified Date	The date on which the request for quotation was last modified.

To proceed, carry out the following

Select the “Edit Terms & Conditions” link at the bottom of the page, to enter the terms and conditions for the request for quotation.

Select the ”Edit Schedule & Distribution” link at the bottom of the page, to enter the schedule details of the part.

Select the “Edit Supplier Selection” link at the bottom of the page, to enter the supplier selection details.

Select the “Edit PR Coverage Details” link at the bottom of the page, to enter the PR coverage details of the part requested in the RFQ.

Select the “Edit Quality Attributes” link at the bottom of the page, to enter the quality attribute details.

Select the “Edit User Defined Details” link at the bottom of the page, to enter the user defined details.
Select the “Generate RFQ Report” link at the bottom of the page, to generate the RFQ report.

Modifying the request for quotation – An overview

This page allows you to modify all the details of the selected request for quotation. Only request for quotations, which are in “Draft” or “Fresh” status, can be modified. This page allows you to modify details such as the reply date, category and the type of the request for quotation and the user status assigned to the RFQ. You can also modify the part details such as the condition of the part, required quantity and the need date.

What you can do in this page

Modify the request for quotation type

Modify the condition of the part

Modify the organization unit for goods receipt

Modify the schedule type for the delivery of parts

Specify whether alternate part type can be quoted for the part

Modify the request for quotation type

You can modify the request for quotation type.

Select "Competitive Bidding" or "Selective" from the "RFQ Type" drop-down list box, to specify the type of RFQ.

Modify the condition of the part

You can change the condition of the part for which the request for quotation is raised. The system lists New, New Surplus, Overhauled, Serviceable and Unserviceable, which define the various conditions of the part.

Set the “Condition” field to “New”, if the condition of the part must be new.

Set the “Condition” field to “New Surplus”, if the part has been manufactured or purchased sometime back but has not been used till date.

Set the “Condition” field to “Overhauled”, if some maintenance action or servicing has been done on the part, but the part has not been used after servicing.

Set the “Condition” field to “Servicing”, if the part is used after servicing.

Modify the organization unit for goods receipt

You can change the organization unit to which the parts need to be sent, on good receipt.

Set the appropriate option in the “Ship To” field, to specify the organization unit for goods receipt.

Modify the schedule type for the delivery of parts

You can change the type of delivery, that is, whether the procured parts need to be delivered in single shipment or multiple shipments.

Set the “Schedule Type” field to “Single”, if you need the parts to be delivered in single shipment.

Set the “Schedule Type” field to “Multiple”, if you need the parts to be delivered in multiple shipments.

Specify whether alternate part type can be quoted for the part

You can specify whether or not to allow quotation of alternate parts, in case the parts mentioned in RFQ are not available.

Set the “Alternate Part #” to “Allowed”, if you wish to allow the quotation of alternate parts.

Set the “Alternate Part #” to “Not Allowed”, if you do not wish to allow the quotation of alternate parts.