RFQ Listing Windows Features Glossary

Icon

Description

Click on 'hide' to hide listing of purchase orders on the left side. When list is hidden, the icon changes to 'show'. The Request for Quote fills the whole screen.

When the listing on the left hand side is hidden, you have the option move through the existing RFQs ers sequentially backwards or forward.

Displays listing of RFQs on the left side of window.

Click to find a RFQ - offers a variety of ways to find RFQs eg by job number, job numbers, suppliers, date ranges etc. For more information, refer to Find RFQs

Displays the Creating New Request for Quote window for the creation of a RFQ

Highlight a RFQ on the RFQ listing and click. Displays the Editing Request for Quote screen. Check privileges if you have access to the edit process.

Highlight a RFQ on the RFQ listing and click. Displays a new RFQ based on the RFQ displayed. Refer to Clone RFQ

Click to enter quoted amounts received from suppliers 

You cannot delete a RFQ; you  can only change status to 'cancelled'.

Note:If RFQ has no PO or supplier invoices against it - it can be cancelled. Check privileges if you have access to the cancel option.

Select supplier on the RFQ and click on 'Raise' to create a PO

Select supplier on the RFQ and click on "decline"

Grants you access to the 'print request  for quotes' window, where  decisions are made as to what to print and what information to include.

Click to view full log of transactions

This icon is available if you have the privilege to "Modify RFQ defaults". Refer to RFQ Defaults