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Adding Resources to a Catalog Prices RFQ

You can add resources to any request for quotation (RFQ) document that has the “in planning” status.

If you want to add resources to an RFQ that has already been sent to suppliers, you must redraft it. After you redraft the RFQ, you can resend it to the suppliers or mark it as “Waiting for bids”. For more information, see Redrafting an RFQ.

This topic explains how to add resources to a catalog prices RFQ. To add resources (purchase demands) to a “for demands” RFQ, see Adding Resources to a For Demand RFQ.

To Add Resources to a Catalog Prices RFQ

1.	Open the RFQ document.

2.	Make sure that editing is enabled.

3.	On the Properties view, select the Resources tab. To add resources to the RFQ, click the New list and then Browse. The Browse Catalog dialog appears.

4.	Select the type of resource to show in the list: Trade, Material, Service, or Tool.

5.	To add a resource to the RFQ, click the check box beside it in the list.

Tip: You can filter the list of resources shown in the dialog using the Search bar. Or, to see only items that begin with a letter or number use the buttons in the Starts with section. To see the whole list again, click the Clear button.

6.	When you have selected the resources, click OK. The selected resources are added to the RFQ.

7.

When you add a resource to an RFQ, the system calculates an expected quantity to be bid on for the period between the effective and expiry dates. You can change the quantity required for any resource. To do this, double-click the resource to open it. Change the entry in the Quantity required box, and then click OK.

Note: If any of the resources have a quantity of zero, you will not be able to send the RFQ to suppliers.

8.	When you are finished, save the RFQ.