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RFQ - View/Edit - Approved Status

Updated by Customer Service

Suggested Prior Reading

Change Request Specific RFQs - View/Edit

OR

Change Requests - List of all RFQs - View/Edit

Editing an RFQ in the Approved Status

RFQs can be set to an Approved Status.

This is not an automatic status setting, it is set manually by the Project Manager/Estimator.

When the Status is set to Approved, the related Change Request Line Item will have its Revenue and Cost updated to the Quote Amount.

Once an RFQ is in a Approved Status:

  • The General Information can not be changed.
  • Attachments can be Viewed but not Uploaded or Deleted.
  • The Response can be viewed.
To View the RFQ in an Approved Status
  1. View or Edit the RFQ, see the following for the appropriate list the view/edit is being invoked from:
    Change Request Specific RFQs - View/Edit
    OR
    Change Requests - List of all RFQs - View/Edit
    The RFQ - View/Edit form displays.
    For more information on a the layout of the RFQ - View/Edit form when the RFQ is in a Revise Status, see RFQ - View/Edit - Layout and Navigation - Approved Status.
  2. View the General Information, see RFQ - View/Edit - General Information.
  3. View Attachments, see RFQ - View/Edit - Attachments.
  4. View the RFQ response, see RFQ - View/Edit - Update Response.
  5. Optionally, perform other functions, see More Information below.
  6. Click the Save button to save any changes and close the RFQ - View/Edit form. See Next Steps below.
    OR
    Click the Close button to close the RFQ - View/Edit form.
    Click here for more information on the Close function.
    If no information was changed or entered, the list the function was invoked from displays, see Next Steps below.

    If information was changed, then an additional prompt displays indicating there were changes and there are additional prompts on what to do.



    Click the Cancel button to cancel the Close action and return to the RFQ - View/Edit form (see the steps above)
    OR
    Click the Don't Save button to cancel changes to the RFQ. The list the was invoked from displays, see Next Steps below.
    OR
    Click the Save button to save the RFQ. The list the function was invoked from displays, see Next Steps below.

More Information

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

Next Steps

The list the View/Edit was invoked from displays.

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