Change Request - Schedule of Values - Bulk Actions - Send RFQs - General Information

Suggested Prior Reading

Change Request - Schedule of Values - Bulk Actions - Create and Send RFQs

Send RFQs - General Information

When sending an RFQ for a Change Request, there is a General section that has all the general information pertaining to the RFQ.

Some of the information may be prepopulated from the Change Request General Information or the Change Request Schedule of Values Line Items that were selected. See Change Request - Schedule of Values - Bulk Actions - Create and Send RFQs.

The following describes how to enter or change the information.

General Information

Modify the General Information as explained below.

Information

Description

Title

This is set to the Change Request Number and Title (if one was entered). They are joined together with a dash separating them. The Title is optional and can be changed.

Click in the field and change it if required.

The Title displays on the:

  • Request for Quote Email sent to the Vendor or Subcontractor
  • Submit Quote form the Vendor or Subcontractor uses to respond to the request

Due Date

The date the Request is due to be responded to.

This is required.

The Due Date defaults to the current date but can be changed.

Click in the Date field and from the calendar choose the Due Date OR Type the Due Date in.

See Entering Dates for more information.

The Due Date displays on the:

  • Request for Quote Email sent to the Vendor or Subcontractor
  • Submit Quote form the Vendor or Subcontractor uses to respond to the request

Description

This is set to the Change Request Description. This is optional and can be changed.

Click in the field and change it if required.

The Description displays on the:

  • Submit Quote form the Vendor or Subcontractor uses to respond to the request

Next Steps

Add or Delete Attachments, see Change Request - Schedule of Values - Bulk Actions - Send RFQs - Attachments.

Maintain Requests (add, edit or delete), see Change Request - Schedule of Values - Bulk Actions - Send RFQs - Maintain Requests.


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