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RFQ - View/Edit - Layout and Navigation - Pricing Status

Updated by Customer Service

Suggested Prior Reading

RFQs - Overview

RFQ - Status

Create and Manage RFQs - Overview

RFQs -Automatic Status Settings and Functions

Pricing RFQ

An RFQ in a Pricing Status, is one that has been sent to a Company/Contact.

The Pricing Status is tied to the Send functionality:

  • The Request for Quote is sent when the RFQ is being created (the Company/Contact is entered at the time of the creation). The Status is automatically sent to Pricing.
  • The Request for Quote is not sent when its created (the Company/Contact was not entered when it was created):
    • The RFQ is edited after it is created and the Company/Contact is entered
    • The Request for Quote is then sent. The Status is automatically set to Pricing.
  • The Request for Quote is not sent when its created (the Company/Contact was not entered when it was created):
    • The RFQ is edited after it is created and the Company/Contact is entered
    • The Status is manually changed to Pricing
    • A prompt appears asking if the Request is to be sent to the Company/Contact.
      • If Yes, the request for quote is sent and the Status is automatically set to Pricing.
      • If No, the request for quote is not sent and the Status is not changed - it remains what it was.
Top of Form

When viewing or editing an RFQ, the RFQ - View/Edit form displays the RFQ Number as the title.

Below that, the Related Change Request for the RFQ displays. The Change Request displays in blue text and the blue text can be clicked on to leave this form and go to the Change Request - View/Edit form (see Contracts - View/Edit for more information on the form displayed if the Contract Number is clicked on).

Across from the RFQ and Change Request is the Resend Request function and send information:

  • If required, the request for quotation can be resent to the Customer/Contact (see RFQ Emails - Request for Quote for an example of the email that is sent).
  • The Send information will display the date and time the last request was sent.

Below the RFQ and Change Request is the:

  • Status display and drop down- where the Status is displayed and can be changed (if required).
Middle Section of the RFQ View/Edit Form

The middle section of the RFQ - View/Edit form changes depending on the Status and what functions have been done. For an RFQ in the Pricing Status the following displays:

Bottom Section of the Change Request Form

Function Buttons display at the bottom of the form to:

  • Delete the RFQ - see RFQ - Delete
  • Close the form (without saving any changes) or Save the RFQ.

Next Steps

Resend the Request, see RFQ - View/Edit - Resend Request.

View the General Information, see RFQ - View/Edit - General Information.

View Attachments, see RFQ - View/Edit - Attachments.

Manually change the Status of the RFQ, see RFQ - View/Edit - Edit Status.

Delete the RFQ, see RFQ - Delete.

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