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
Select the Draft Status. Note* The following shows changing the Status from Pricing to Draft 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 Draft Status and the Layout and Navigation of the form changes to the Draft Layout. See RFQ - View/Edit - Layout and Navigation - Pricing Status. If the RFQ was previously sent to the Company/Contact, that information is still retained and displayed (Otherwise it will indicate not Sent).If a Company/Contact had submitted a Response previously (whether they entered it themselves or it was entered by the Project Manager/Estimator on their behalf), that information is still retained and will display once the Status is changed again to one that shows the Response.
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