All Change Request Lists - Bulk Actions - Send RFQs - General Information
Updated
Suggested Prior Reading
All Change Request Lists - 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.
To maintain the General Information
- Enter or modify the General Information as required and as described 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:
|
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:
|
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:
|
To maintain other RFQ Information
- If required, upload or delete Attachments to be included with the RFQ, see All Change Requests Lists - Bulk Actions - Send RFQs - Attachments.
- If required, maintain Requests:
- To select or unselect Requests to send, see All Change Requests Lists - Bulk Actions - Send RFQs - Requests - Turn on/Off Send.
- To edit the information for a Request, see All Change Requests Lists - Bulk Actions - Send RFQs - Requests - Edit.
- To delete a Request from the list see All Change Requests Lists - Bulk Actions - Send RFQs - Requests - Delete.
To Create and Send the RFQs
- To create all the Requests with the Send box filled, and to send each to the Contact for the Company if one is entered, click the Create & Send
button.The list the function was invoked from is displayed, see Next Steps below.Click here for more information on the Create and Send function
A separate RFQ will be created for each Line Item in the Requests section.
The RFQ information is set as follows:
If a Company or Commitment was entered, that will be set to the Vendor/Subcontractor Company for the RFQ.
If a Company or Commitment was entered, that will also be set as the Assigned To for the RFQ.
The Distribute To will be set to the Project Manager or Estimator who created the RFQ.
The Title is set to the Title.
The Number will be automatically generated.
The rest of the General Information Title, Due Date and Description will be automatically populated into all RFQs and be the same for all RFQs created.
The Scope is set to the Scope for that Line Item.
Any Attachments entered will be copied to all RFQs created.
If the Send option is filled in blue and a Company/Contact is entered, the Request for Quote will be automatically sent to the Company/Contact.
OR
Click the Close
button to cancel creation of the RFQs.Click here for more details on the Close function.
If the Close button is invoked, a message displays with a prompt to ensure that the creation of the RFQ(s) should be cancelled.
If No is clicked, the Send RFQ form displays. See the steps above for maintaining the Requests.
If Yes is clicked, the creation of the RFQs is cancelled. See Next Steps below.\
Next Steps
- If the function was invoked from the Change Requests List:
- See Change Requests List - Overview (Grouped List View) for information about the list.
- To view/edit the RFQ, see Change Requests - List of all RFQs - View/Edit.
- If the function was invoked from the Contract - List of All Change Requests:
- See Contracts - List of all Change Requests - Overview (Grouped List View) for information about the list.
- To view/edit the RFQ, see Change Request Specific RFQs - View/Edit.
- To view/edit the Response received from the Subcontractor/Vendor, see RFQ - View/Edit - Receive Response from Subcontractor/Vendor
- To manually update the Response, see RFQ - View/Edit - Update Response.
