Concepts

Tasks

Settings

Overriding RFQ Policies on a Resource or Trade

If your site uses APM requests for quotation (RFQs), you can set the site policies for when demand RFQs will be required. The available settings include whether or not RFQs are required for:

•	Regular material purchases

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Rentals

•	Repair orders

•	Service orders

•	On-site contractors

In addition, you can select when an RFQ is required for each of the above purchase types:

•	Effective price: If there is no supplier resource price or if the price is expired, an RFQ is required.

•	Cost: If the estimated cost of the work order requirement is less than or equal to the set cost, an RFQ is not required. If the cost of the requirement exceeds the set cost, an RFQ is required.

•

Last purchased: If the resource has not been ordered recently, an RFQ is required. You must set the period of time that is considered “recently ordered”. For example, if the resource has not been ordered for 180 days, an RFQ is required. This rule only applies to catalog resources. For non-catalog resources, there is no way to track when the resource was last ordered.

Because a resource can be used at the site where it was created and lower-level sites, it could be used at a site with a different currency. In this case, APM converts the resource’s RFQ threshold value (Cost) to the resource demand’s site currency when it checks that the amount is within price tolerances.

You can override the direct-purchase site policies on any individual resource or trade. This allows you to tailor the rules for each of your resources.

To Override RFQ Policies For a Resource

1.	Open the resource or trade:

For a resource: From the site, select the Resource Management view. Open the resource you want to edit. The Resource window appears.

For a trade: From the site, select the Personnel view, Trades tab. Open the trade that you want to edit. The Resource window appears.

2.	On the Properties view, select the Procurement tab.

3.	In the RFQ policies area, click Details. The RFQ Policies dialog appears.

4.	There might be more than one tab in the dialog, depending on the type of resource that you opened. For example if you opened a tool type resource, there is a tab for the policy for Regular purchases, and a tab for the Equipment rentals policy.

Select the tab for the type of purchase you want to edit (Regular purchases, Repair orders, Equipment rentals, or Service orders).

5.	To override the site’s settings, select Use the rules entered below. The Resource Settings become open for editing.

6.	Select whether or not to use RFQ rules to require RFQs for this purchase type.

7.	If RFQ rules are used, select one or more of the rules to set when an RFQ will be required:

Setting Name

Description

RFQ is required for purchases when

Select this option to have the system use rules to determine whether or not an RFQ is required for this purchase type. For example, you can select different rules for regular purchases and rentals. When you select this option, you should select one or more of the listed rules. If you do not select any of the rules, an RFQ will not be required for the purchase type.

Effective Price Rule

Select this option to have the system require an RFQ whenever the resource does not have a currently valid price for the purchase type. For example, the system will require an RFQ if the resource is requested but its latest price has expired. Note: If a price has no effective end date, the system considers the price to be expired for the purposes of this rule.

Cost Exceeds Rule

Select this option to have the system require an RFQ for this purchase type whenever the cost of a demand is greater than a certain amount. Enter the amount in the box provided.

Recently Purchased Rule

Select this option to have the system require an RFQ whenever the resource has not been ordered within a set number of days. For example, you can have the system require an RFQ if the resource has not been ordered within the last 90 days. Enter the appropriate number of days in the box provided.

8.	Repeat steps 4 to 7 for each purchase type that you need to edit.

9.	When you are finished defining the RFQ policies, click Close to save and close the dialog.