RFQs - Create and Manage - Overview
Updated
Suggested Prior Reading
Create and Manage RFQs
RFQs are created for Line Items from the Change Request Schedule of Values.
Once the RFQ is created, they are managed from RFQ lists. Note, RFQs can not be added from the RFQ lists, they can only be maintained there. See below for more information.
Create RFQs
There is an Administration setting that defines how RFQs can be created from Change Requests. See Change Requests - Multiple Lists and Views for more information on that setting and what is set for the organization.
Regardless of the above setting, RFQs can be created (and sent to Subcontractor or Vendor) via the the Change Request - View/Edit form. See Change Request - Schedule of Values - Bulk Actions - Send RFQs.
In addition, if the Grouped List View is on, creating and sending RFQs can also be done from the:
- Change Request List
- OR
- Contracts - List of all Changes Requests
See All Change Request Lists - Bulk Actions - Send RFQs for more information
During the Create and Send process, the Company/Contact is selected to send the RFQ to and the RFQ is created and sent to them automatically.
Manage RFQs
Once an RFQ is created, it can be viewed and managed from multiple places and in multiple ways:
Ways to access | What is displayed |
From the Change Request - View/Edit form via the RFQs component | A list of RFQs just for that Change Request |
From the Change Requests on the Project Navigation Menu and via the RFQs in the Lists Navigation Menu | A list of all RFQs for all Change Requests |
Once an RFQ list is accessed via the ways described above, a list of the RFQs display (either all RFQs or just those for the Change Request).
An RFQ can be selected to be viewed, and then it can be:
- Edited (including adding or updating attachments).
- Resent to the Company/Contact.
- Responses can be viewed, entered or updated.
- Revised (and resent the Company/Contact requesting responses to the Revisions)
- Status manually changed.
- Deleted.
- Set to Approved and the Change Request Line Item will be updated with any value entered.
- Closed
Next Steps
To create and send RFQs
- From the Change Request - View/Edit form, see Change Request - Schedule of Values - Bulk Actions - Send RFQs
- From the Change Requests List OR the Contracts - List of All Change Requests, see All Change Request Lists - Bulk Actions - Send RFQs.
To manage RFQs once created
- From the Change Request - View/Edit form via the RFQs component, see Change Request Specific RFQs - View/Edit.
- 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 - View/Edit.
