RFQ - View/Edit - Edit Status to Reviewing

Updated 1 month ago by Customer Service

Suggested Prior Reading

Change Request Specific RFQs - View/Edit

OR

Change Requests - List of all RFQs - View/Edit

Edit the Status of the RFQ to Reviewing

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

An RFQ in any Status can be changed to Reviewing (See RFQ – Status for more information). Note* The Status is automatically set to the Reviewing Status, when the Subcontractor/Vendor responds to the RFQ and the Response is entered by the Subcontractor Vendor or the Project Manager/Estimator on behalf of the Subcontractor/Vendor (see RFQ - View/Edit - Receive Response from Subcontractor/Vendor or RFQ - View/Edit - Manually Enter Response.

To change the Status to Reviewing

1. 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 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.
   
   For RFQs in a Closed Status, see RFQ - View/Edit - Layout and Navigation - Closed Status for more information.
2. Click in the Status drop down.
3. Select the Reviewing Status.
   Note* The following shows changing the Status from Revise to Reviewing 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 Reviewing Status and the Layout and Navigation of the form changes to the Reviewing Layout. See RFQ - View/Edit - Layout and Navigation - Reviewing Status.

   

   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 to Reviewing.

   

Next Steps

See RFQ - View/Edit - Reviewing Status.

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