RFQ - View/Edit - Layout and Navigation - Draft Status
Updated
Suggested Prior Reading
Create and Manage RFQs - Overview
RFQs -Automatic Status Settings and Functions
Draft RFQ
A Draft RFQ is usually one that has not yet been sent to a Company/Contact (although an RFQ that has been sent could have the Status manually set back to Draft).
Top of Form
When viewing or editing an RFQ, the RFQ - View/Edit form displays the RFQ Number as the title.
Below that, the Related Change Request for the RFQ displays. The Change Request displays in blue text and the blue text can be clicked on to leave this form and go to the Change Request - View/Edit form (see Change Request – View/Edit - Form Layout and Navigation for more information on the form displayed if the Change Request is clicked on).
The top of the form can display differently, depending on whether or not previous Status changes and functions occurred to this RFQ.
If the RFQ was not previously sent to the Company/Contact:
This is the most likely scenario when an RFQ is in a Draft Status.
Across from the RFQ and Change Request is the Send Request 
button and send information:
- The Send information will display "Request On: Not Sent", indicating the request for quote has not yet been sent.
Below the RFQ and Change Request is the:
- Status display and drop down- where the Status is displayed and can be changed (if required).
If the RFQ was previously sent to the Company/Contact:
If an RFQ was previously sent to the Company/Contact and then manually set to the Draft Status, the top of the form displays slightly differently:
Across from the RFQ and Change Request is a Resend Request 
button and send information:
The date/time the request was sent is retained and displays as the Requested On.
The rest of the layout is the same as above.
If a Response was previously submitted:
If a Response was previously sent and then the Status manually set to the Draft Status, the top of the form displays displays a message indicating who submitted the response (which could be an external Vendor/Subcontractor if they entered it themselves or the Project Manager/Estimator if they entered it on their behalf) and the date/time.
Middle Section of the RFQ View/Edit Form
The middle section of the RFQ - View/Edit form changes depending on the Status and what functions have been done. For an RFQ in the Draft Status, the following displays:
- General Information - see RFQ - View/Edit - General Information
- Attachments - see RFQ - View/Edit - Attachments
Note* The Company/Contact is not changeable. If the Company/Contact needs to be changed the RFQ would need to be deleted and recreated.
Bottom Section of the Change Request Form
Function Buttons display at the bottom of the form to:
- Delete the RFQ - see RFQ - Delete
- Close the form (without saving any changes) or Save the RFQ.
Next Steps
Send the Request, see RFQ - View/Edit - Send Request.
Resent the Request, see RFQ - View/Edit - Resend Request in Draft Status.
Add or Edit general information, including the Company/Contact to send the request to, see RFQ - View/Edit - General Information.
Add, View or Delete attachments, see RFQ - View/Edit - Attachments.
Manually change the Status of the RFQ, see RFQ - View/Edit - Edit Status.
Delete the RFQ, see RFQ - Delete.
