Concepts

Tasks

Settings

Completing RFQ Properties

Once an RFQ has been created, you might want to edit its properties. For example, you can enter the effective and expiry dates for the RFQ. This information is included on the document that you send to each supplier.

To Complete the Properties for an RFQ

1.	Open the existing RFQ.

2.	Make sure that editing is enabled.

3.	On the Properties view, select the General tab.

4.	Complete the following:

Setting Name

Description

RFQ number

The system automatically enters a number, which can be changed if necessary.

Title

The RFQ’s title. For demand RFQs, the system enters the title of the source document (work order or requisition). You can change the title if necessary.

Classification

Select the RFQ classification from the list. This will allow you to filter or sort lists of RFQs by classification. RFQ classifications are defined at the site level.

Effective date

Enter the starting date for the period during which you expect the pricing information to be in effect. This date must be on or after today’s date. The expiry date can be no earlier than the effective date.

Expiry date

Enter the ending date for the period during which you expect the pricing information to be in effect. This date must be in the future. The expiry date can be no earlier than the effective date.

Bid required by

Enter the date and time (in the future) after which supplier bids are not accepted for this RFQ.

Buyer

The buyer responsible for this RFQ document.

Site	Select the site for which the RFQ is collecting prices. In general, this is a site that can own supplier resources and is the site in the hierarchy for which the supplier resource pricing information is to be available for use. Supplier resource prices are also available for use by any child sites.

Bid instructions

You can enter up to 2000 characters of information, providing instructions to all suppliers for this RFQ. The system enters some default instructions, which you can edit if necessary. The system adds the bid instructions to the RFQ document when you email, mail, or fax the RFQ to suppliers.

5.	Select the Details tab. If necessary, you can change the default values to use when the bid is awarded:

Setting Name

Description

Preferred supplier status

Select the default preferred supplier status to be used when awarding the RFQ. When a supplier has preferred status, they will be the default supplier selected on future purchase requirements for the resource. • Do not assign preferred status to any suppliers: The preferred supplier for each resource is changed. • Assign preferred status to all awarded bids: The winning supplier is given preferred status for each resource on the RFQ. • Only assign preferred status to pre-selected bids: If you have selected particular resource bids to receive the preferred status, only the selected bids are assigned. You can pre-select bids by opening the supplier’s bid for any resource.

Replenishment orders review rule

Select the default option for replenishment orders. The replenishment rule allows you to control whether or not resources replenished with this price require a manual review before the purchase order is generated. This option is set on the supplier resources created as a result of awarding the RFQ. • Replenishment review is required: The replenishment requisition must be reviewed before a purchase order is created. • Replenishment review is not required: The purchase order is automatically generated as soon as the replenishment requisition is marked as planned or approved.

Purchase order description rule

Select the default option purchase order resource descriptions. This sets the purchase order description setting on supplier resource prices created when the RFQ is awarded. • The supplier’s product descriptions are not used on purchase order lines: The system uses the resource description as the purchase order line description, regardless of which supplier resource is selected. • The supplier’s product descriptions are used in place of the resource description: The system uses the description on the supplier resource as the purchase order line description (appears on printed purchase orders).

6.	If you are creating a consignment or on-site contractor RFQ, select the appropriate option:

Setting Name

Description

Consignment RFQ

This option is selected when the RFQ is for resources on consignment. When you select this option, resources that are added to the RFQ are set to the Consignment purchase type. If you add a resource with the Consignment purchase type to the RFQ, the system selects this option automatically. You cannot mix consignment and regular purchases on the same RFQ. Once you add either consignment or regular resources to an RFQ, this option cannot be changed.

On-site contractor RFQ

This option is selected when the RFQ is for trade requirements for on-site contractors. When you select this option, only on-site contractor trades can be added to the RFQ. Once you add on-site contractor requirements to an RFQ, this option cannot be changed.

7.	When you are finished, Save the RFQ.

8.	You can now perform any of the following actions:

•	Adding Resources to a Catalog Prices RFQ

•	Adding Suppliers to an RFQ

•	Adding Notes to an RFQ

9.	When the RFQ is complete, you can send it to each supplier:

•	Sending RFQs to Suppliers