RFQ - View/Edit - Edit Status to Approved

Updated 14 hours ago by Customer Service

Edit the Status of the RFQ to Approved

This is help for changing the status of an existing RFQ to the Approved Status (see RFQ – Status for more information).

An RFQ can only be changed to the Approved Status if a Response has been entered (see RFQ - View/Edit - Receive Response from Subcontractor/Vendor OR RFQ - View/Edit - Manually Enter Response).

The Status displays on the:

List of RFQs specific to one Change Request (see Change Request Specific RFQs - Overview)
The list of RFQs for all Change Requests (see Change Requests - List of all RFQs - Overview). This list can be filtered by Status and the Status can be searched for.

It also triggers auto status settings and functions, see RFQs -Automatic Status Settings and Functions.

To change the Status to Approved

Initiate the edit of the RFQ. It can be invoked from the
List of RFQs for a specific Change Request, see Change Request Specific RFQs - View/Edit
OR
List of RFQs for all Change Requests, see Change Requests - List of all RFQs - View/Edit
The RFQ - View/Edit form displays. The layout and navigation of this form depends on what the current status of the RFQ is.
Click here for more information on the Layout and Navigation of the form for each Status

For RFQs in a Draft Status, see RFQ - View/Edit - Layout and Navigation - Draft Status for more information.

For RFQs in a Pricing Status, see RFQ - View/Edit - Layout and Navigation - Pricing Status for more information.

For RFQs in a Reviewing Status, see RFQ - View/Edit - Layout and Navigation - Reviewing Status for more information.

For RFQs in a Revise Status, see RFQ - View/Edit - Layout and Navigation - Revise Status for more information.

For RFQs in a Closed Status, see RFQ - View/Edit - Layout and Navigation - Closed Status for more information.
Click in the Status drop down.
Select the Approved Status.
Note* The following shows changing the Status from Reviewing to Approved but the steps are the same for whatever Status the RFQ is currently in (as long as the Response has been entered, otherwise the Approved Status will be grayed out and not selectable).
A prompt appears indicating that approving the RFQ will apply the Quote amount to the related Change Request Line Item Revenue and Cost. This Revenue and Cost must be updated in order to set the Status to Approved.
1. Click the Yes button to update the Revenue and Cost Amount. If yes is selected, the form is saved with the Approved Status and the Layout and Navigation of the form changes to the Approved Layout. See RFQ - View/Edit - Layout and Navigation - Approved Status for more information. See Next Steps below.
  OR
2. Click the No button to cancel the change to the Approved Status and the update to the Revenue and Cost Amount. The Status will remain as it was previously. See above for more information on the Layout and Navigation of the form for each Status.