Change Request - Schedule of Values - Bulk Actions - Send RFQs - Requests - Delete

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

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

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

Deleting the Request

This is help for deleting a Request from the Send Requests form, so that an RFQ is not created. This pertains to the Requests section on the Send RFQs form (see the above Suggested Prior Reading for more information).

To delete a Request:

1. Hover on the Request to delete.
   The Delete button appears in the far right column for that Request.
2. Click the Delete button.

   

   Note* This does not impact the Change Request Schedule of Values Line Items. This just deletes the creation of the RFQ for the Line Item for this session (it can be created again at a later time).
3. To maintain other information about Requests:
   1. To select or unselect Requests to send, see Change Request - Schedule of Values - Bulk Actions - Send RFQs - Requests - Turn on/Off Send.
   2. To edit the information for a Request before sending it, see Change Request - Schedule of Values - Bulk Actions - Send RFQs - Requests - Edit.
4. To create all the Requests listed and to send the RFQ to the Company/Contact(s) with the Send box filled (blue), click the Create & Send button.
   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:
   The Company/Contact will be set to the Vendor/Subcontractor Company for the RFQ.
   The Company/Contact 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.
   The list of RFQs specific to the Change Request displays, see Next Steps below.
   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 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 and the Change Request Schedule of Values component is displayed. See Change Request - Schedule of Values - Overview.

Next Steps

For more information on the list of RFQs specific to the Change Request, see Change Request Specific RFQs - Overview.

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.

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