RFQ - View/Edit - Revise Status

Updated 3 days ago by Customer Service

Suggested Prior Reading

Viewing/Editing an existing RFP from the list of RFQs specific to a Change Request, see Change Request Specific RFQs - Overview.

OR

Viewing/Editing an existing RFP from the list of all RFQs for all Change Requests, see Change Requests - List of all RFQs - Overview

OR

Setting the Status of the RFQ to Revise from another Status, see RFQ - View/Edit - Edit Status to Revise.

Editing an RFQ in the Revise Status

RFQs can be set to a Revise Status. This is manually set by the Project Manager/Estimator to indicate the Project Manager/Estimator is either negotiating with the Subcontractor/Vendor over price, schedule or other factors or something has changed and the RFQ is pending a revised Response.

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

When the Status is set to Revise, a revised request for response can optionally be sent to the Company/Contact.

Once an RFQ is in a Revise Status:

• A request to respond to the RFQ can be sent to the Company/Contact.
• The General Information can not be changed.
• Attachments can be Viewed but not Uploaded or Deleted.
• The Response can be viewed or updated.
• The RFQ can be deleted.

To View/Edit the RFQ in a Revise Status

1. If required, invoke the View/Edit of the RFQ:
   See the following for the 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 - Revise Status.

   

2. View the General Information, see RFQ - View/Edit - General Information.
3. View Attachments, see RFQ - View/Edit - Attachments.
4. View the Response (if entered), see RFQ - View/Edit - Response for more information on how the Response displays.
5. Manually update the RFQ response (if required), see RFQ - View/Edit - Update Response.
6. Optionally, perform other functions, see More Information below.
7. 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

Send the Request if not already sent, see RFQ - View/Edit - Send Request.

Resend the request for quote to the Company/Contact (if already sent, but need to resend), see RFQ - View/Edit - Resend Request.

Delete the RFQ, see RFQ - Delete.

Next Steps

The list the View/Edit was invoked from displays.

• If it was invoked from the Change Request - View/Edit form via the RFQs component, see Change Request Specific RFQs - Overview.
• If it was invoked from the Change Requests on the Project Navigation Menu and via the RFQs in the Lists Navigation Menu, see Change Requests - List of all RFQs - Overview.

How did we do?

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