RFQ - View/Edit - Edit Status to Revise

Updated 1 month ago by Customer Service

Edit the Status of the RFQ to Revise

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

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

To change the Status to Revise

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 an Approved Status, see RFQ - View/Edit - Layout and Navigation - Approved Status for more information.

For RFQs in a Closed Status, see RFQ - View/Edit - Layout and Navigation - Closed Status for more information.
Click in the Status drop down.
Select the Revise Status.
Note* The following shows changing the Status from Reviewing to Revise 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 - Revise Status.
A prompt appears asking if the Request is to be sent to the Company/Contact.
1. Click the Yes button to send the Request to the Company/Contact. See RFQ Emails - Revision Requested for a sample of the email sent.
  OR
2. Click the No button to not send the Request to the Company/Contact.
  Regardless of whether or not the Request is sent to the Company/Contact, the form is already saved and the Status is already set to Revise.