All Change Request Lists - Bulk Actions - Create and Send RFQs
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Suggested Prior Reading
All Change Request Lists - Bulk Actions - Send RFQs
Bulk Actions - Create and Send RFQs
This is help for maintaining the RFQ information once Line Items are selected and the Send RFQ function is invoked, see All Change Request Lists - Bulk Actions - Send RFQs.
The Send RFQ form displays.
There are three sections on the form:
- General Information - This is general information that will be populated on all RFQs created.
- Attachments - These are attachments that will be populated on all RFQs created
- Requests - These are the individual requests. An RFQ will be created for each one listed.
In the General section, the Due Date is set to the current date but can be changed if required.
All the other information on the General section is blank and can optionally be entered.
Attachments are not prepopulated but can be added.
The Requests section will be populated from the Change Request Schedule of Values Line Items that were selected. The following is a description of how the information is populated.
Send RFQ Information | Description of how this is populated |
Send | The Send box is filled in by default, i.e. set to be sent to the Company/Contact. 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 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 | If the Company was populated on the Change Request Schedule of Values Line Item, this will be set to that Company. If the Company was not populated on the Change Request Schedule of Values Line Item, it will be blank. This is optional and it can be changed if required. |
Commitment | 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 Order. If the Commitment or Commitment Change Order was not populated on the Change Request Schedule of Values Line Item, it will be blank. This is optional and it can be changed if required. |
An RFQ will be created for each Line Item in the Requests section.
Each RFQ will have the General Information and Attachments information automatically populated into it (but it can then be edited).
If the Send option is filled in, the RFQ will be sent to the Company/Contact (if one was entered).
To Create and Send RFQs
- If required, add or change information General Information, see All Change Requests Lists - Bulk Actions - Send RFQs - General 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 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.
