RFQ - View/Edit - Draft Status

Updated 1 week ago by Customer Service

Suggested Prior Reading

To set the Status of an RFQ to Draft from another Status, see RFQ - View/Edit - Edit Status to Draft.

Editing an RFQ in the Draft Status

An RFQ in a Draft Status is usually one that has not yet been sent to a Company/Contact. The next step would be to finalize any details and then send to the Company/Contact for a response. (Note* An RFQ could be in another Status and already been sent to the Company/Contact can be manually set back to the Draft Status. This may occur in some circumstances and would be a process specific to an Organization).

The Company/Contact will have been entered when the RFQ was created and can not be changed.

Once an RFQ is in a Draft Status:

• All the other General Information can be changed.
• Attachments can be Viewed, Uploaded or Deleted.
• The RFQ can be sent (or resent) to a Company/Contact for a Response.
• The RFQ can be deleted.

To View/Edit the RFQ in a Draft Status

1. If required, view or Edit 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
   (Note* the RFQ - View/Edit form may already be displayed if the RFQ was already created and the Status is being changed to Draft, see RFQ - View/Edit - Edit Status to Draft).
   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 Draft Status, see RFQ - View/Edit - Layout and Navigation - Draft Status. This layout shows an RFQ that has the Company/Contact entered but has not been sent and no Response has been entered which is the most common layout for this Status.

   

2. Add or edit general information, including the Company/Contact to send the request to, see RFQ - View/Edit - General Information - Draft Status.
3. Add, View or Delete attachments, see RFQ - View/Edit - Attachments.
4. Optionally, send the request for quote to the Company/Contact:
   If the request has not been previously sent, send the Request via the Send Request button, see RFQ - View/Edit - Send Request.
   OR
   If the request has been previously sent, send the Request via the Resend Request button, see RFQ - View/Edit - Resend Request in Draft Status.
   OR
   Send the request by manually setting the status to Pricing, RFQ - View/Edit - Edit Status to Pricing.
5. 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 without saving the changes.
   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

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.

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