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

Updated 2 months ago by Customer Service

---- BUG - the delete function doesn't work.

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 before creating and sending it to the Company/Contact entered. 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 selected Requests and send each to the Contact for the Company (if entered), click the Create & Send button. The Change Request View/Edit form displays with the RFQ component showing the newly created Change Requests. 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 that had the Send box filled in.
   
   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 and a Request for Quote will be sent to them automatically.
   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 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 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

Change Request - RFQ - Overview.

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