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Requesting an RFQ for a Purchased Resource

If your work order requires resources that must be purchased, you can request that the quotation process be followed for some or all of the purchases. Some purchases might be sent to the quotation process automatically, depending on the settings at your site.

After you request a quotation, the requirement is listed in the RFQ requests for review by a buyer. The work order planner can be notified by email when the quotation process is complete, if this feature is set up in the planner’s employee preferences.

Note: If you are using an automatic RFQ request process, the RFQs will be requested when the work order task is marked as planned or sent for approval.

If the work order has already been approved or marked as planned, you will not be able to edit requirements. To edit requirements on a planned work order, you must redraft it.

To Request an RFQ for a Purchase Requirement

1.	Open the work order task.

2.	Select the Planning view, then the Planning tab. This tab shows the planning information for the task, as well as a list of trades, materials, tools, and services currently selected for the task.

3.	Double-click the purchase requirement that needs an RFQ. The Requirement dialog appears.

4.	Select the RFQ Bid Info tab. The RFQ Status box states whether or not an RFQ has been requested. For example:

5.	Click Request a Quotation. The RFQ status changes to “Requested”. The reason required is “Manual request”.

Tip: To cancel the request, click Cancel Quotation Request.

6.	Click OK to close the dialog.

Tip: To view the RFQ, select the Activity view and expand the RFSs node in the tree.

7.	When you are finished, save and close the work order.