Change Request - Schedule of Values - Bulk Actions - Create and Send RFQs
Updated
Suggested Prior Reading
Change Request - Schedule of Values - Bulk Actions - Send RFQs
Bulk Actions - Create and Send RFQs
This is help for maintaining the RFQ information once Line Items are selected and Send RFQ function is invoked, (see Change Request - Schedule of Values - Bulk Actions - Send RFQs):
The Send RFQ form displays.
There are three sections on the form:
- General Information
- Attachments
- Requests
Some information will already be populated on the form from the Change Request General information and the Change Request Schedule of Values Line Items that were selected.
The following is a description of how the information is populated.
General Information
Send RFQ Information | Description of how this is populated |
Title | This is set to the Change Request Number and Title (if one was entered). They are joined together with a dash separating them. This is optional and can be changed as long as the RFQ is in a status that enables editing. |
Due Date | This is set to the current date. This is required but can be changed. |
Description | This is set to the Change Request Description. This is optional and can be changed |
Attachments
This is where additional files can be uploaded so they can be accessed by the Vendor or Subcontractor.
This is not prepopulated.
Requests
For each Line Item on the Change Request Schedule of Values that was selected, an individual Request is created.
Send RFQ Information | Description of how this is populated |
Send | The Send box is filled in by default, i.e. set to be sent. It can be clicked on to remove the selection (and clicked on to add the selection back in). Only requests with this box filled in, (blue) will have requests created and sent. |
Scope | This is set to the Description from the Change Request Line Item. This is optional and it can be changed if required. |
Company | This is set to the Company from the Change Request Schedule of Values Line Item. This is required. If the Company was populated on the Change Request Schedule of Values Line Item, this will be set to that Company but can be changed. If the Company was not populated on the Change Request Schedule of Values Line Item, it will be blank and must be selected. |
Commitment | This is set to the Commitment or Commitment Change Order from the Change Request Schedule of Values Line Item. This is required. If the Commitment or Commitment Change Order was populated on the Change Request Schedule of Values Line Item, this will be set to that Commitment or Commitment Change Orderbut can be changed. If the Commitment or Commitment Change Order was not populated on the Change Request Schedule of Values Line Item, it will be blank and must be selected. |
Next Steps
Add or Change information General Information, see Change Request - Schedule of Values - Bulk Actions - Send RFQs - General Information.
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.
