RFQ - View/Edit - Layout and Navigation - Revise Status
Updated
Suggested Prior Reading
Create and Manage RFQs - Overview
RFQs -Automatic Status Settings and Functions
Revise RFQ
An RFQ can be manually set to be in a Revise Status. This can be for a variety of reasons. See RFQ - View/Edit - Revise Status for more information.
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 Change Request – View/Edit - Form Layout and Navigation for more information on the form displayed if the Change Request 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 Reviewing Status the following displays:
- Messages - Below the Status is a message indicating that the RFQ is pending a revised response. There is Revise Response written in blue text that can be clicked to update the Response, see RFQ - View/Edit - Update Response.
- General Information - The General Information can not be changed when the RFQ is in the Revise Status. See RFQ - View/Edit - General Information.
- Attachments - Attachments can be viewed but not uploaded or deleted when the RFQ is in the Revise Status. See RFQ - View/Edit - Attachments.
- Response - The Response can be viewed and also manually updated. See RFQ - View/Edit - Response.
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
View the Response, see RFQ - View/Edit - Response.
Update the Response, see RFQ - View/Edit - Update Response.
Resend the Request, see RFQ - View/Edit - Resend Request.
Set the RFQ to revising if required, see RFQ - View/Edit - Revise Status.
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.
