The Request For Quote Summary

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Overview

 

When you click on a Request For Quote document in the Documents Document List, Tree or Search results, the details are displayed in the adjoining panel as shown below:

 

rfqsummary_screen

 

Details displayed include the following:

 

       Bullet Document Type and Number

 

       Bullet Void        - Indicates that the document has been cancelled

 

       Bullet From         - The buying organisation that sent the document to you

 

       Bullet Dated - The stated date of the document

 

       Bullet Received - The date & time that the document was received by the system.

 

       Bullet Respond By - The date & time that a response is due for the document.

 

       Bullet Related To - Any document from which this document was derived or which is derived

       from this document. Clicking on the document number will cause the display to switch to that document.

 

       Bullet Comments - Any comments, notes and remarks associated with this document.

 

       Bullet Quoted - Whether or not a Quote has been generated for this Request For Quote

 

 

       Bullet Status icons:

 

               StatusAttention A Quote has not yet been generated for this Request For Quote

               StatusWarn A Quote has been generated for only some of the lines from the original Request For Quote

               StatusOK A Quote has been generated for all of the lines from the original Request For Quote

 

       

From this page you can:

 

Do-it Click DocumentView to view more details of the Request For Quote in the Request For Quote View page

 

Do-it Click PrintPreview to view a printable representation of the Request For Quote

 

Do-it Click DocumentVoid to mark the Request for Quote as Void

 

Do-it Click quote_create_button_2 to create a Quote based on the existing Request For Quote

 

Do-it Click changestatus to change the Quoted status

 

NOTE: The Quoted status is set by the Supplier Portal whenever a Quote linked to a Request For Quote is raised or edited. It is possible, however, to override the automatic settings e.g. knowing that the remainder of a part-quoted Request For Quote will not be supplied, you may wish to set the Quoted status to 'YES"' so that the Request For Quote is no longer classified as 'Awaiting Quote'.