RFQ - View/Edit - Edit Status to Closed

Updated 1 month ago by Customer Service

This is help for changing the status of an existing RFQ to the Closed Status.

An RFQ in any Status can be changed to Closed (See RFQ – Status for more information).

Initiate the edit of the RFQ. It can be invoked from the
List of RFQs for a specific Change Request, see Change Request Specific RFQs - View/Edit
OR
List of RFQs for all Change Requests, see Change Requests - List of all RFQs - View/Edit
The RFQ - View/Edit form displays. The layout and navigation of this form depends on what the current status of the RFQ is.
Click here for more information on the Layout and Navigation of the form for each Status

For RFQs in a Draft Status, see RFQ - View/Edit - Layout and Navigation - Draft Status for more information.

For RFQs in a Pricing Status, see RFQ - View/Edit - Layout and Navigation - Pricing Status for more information.

For RFQs in a Reviewing Status, see RFQ - View/Edit - Layout and Navigation - Reviewing Status for more information.

For RFQs in a Revise Status, see RFQ - View/Edit - Layout and Navigation - Revise Status for more information.

For RFQs in an Approved Status, see RFQ - View/Edit - Layout and Navigation - Approved Status for more information.
Click in the Status drop down.
Select the Closed Status.
Note* The following shows changing the Status from Approved to Closed but the steps are the same for whatever Status the RFQ is currently in.
As soon as the Status is changed, the form is saved with the Revise Status and the Layout and Navigation of the form changes to the Revise Layout. See RFQ - View/Edit - Layout and Navigation - Closed Status.