Create Request for Order Quotation

Explanation

This activity is used to create a request for order quotation for a design object, to be received by IFS/Purchasing. If the costing of equipment or components is not feasible in-house, a request for order quotation can be created and sent to a prospective supplier. Drawings, sketches, and data sheets may accompany the request. This activity may also be performed manually or using an application other than IFS Purchasing. Each order quotation requires the definition of Site, Latest Reply Date and Wanted Delivery Date. A purchase requisition is generally created upon the approval of the request for order quotation.

Prerequisites

The technical requirements for the design object need to be clarified. These are usually connected by attaching documents.

System Effects

• A request for order quotation, with a No Part Request line, is created.
• Each separate line is also created with connections to drawings, sketches and data sheets, if selected during the creation of RFQ.

Window

Design Object
Design Objects
Linear Assets

Related Window Descriptions

Design Object
Design Objects
Linear Assets

Procedure

1. Open the Design Object window or expand a design object tree view in the Business Object Explorer if you want to create a request for order quotation for one object. Open the Design Objects or Linear Assets window if you want to create a request for order quotation for several objects.
2. Search for the required design object(s). Select the row(s) for the design object(s).
3. Right-click and click Create Request for Order Quotation. The Create Request for Order Quotation dialog box opens up.
4. In the Site field, select the site for the request for order quotation.
5. Optionally, in the Currency field, enter or select the code for the currency in which the request for order quotation should be.
6. Optionally, in the Buyer field, enter or select the name of the buyer who is responsible for the request for order quotation.
7. In the Latest Reply Date field, enter or select the last day to receive the quotation from the supplier(s). This must be a working day in the distribution calendar specified for the site.
8. In the Wanted Delivery Date field, enter or select the date when the supplier should deliver the item(s) to an agreed delivery address. This can be a non working day.

Note: The wanted delivery date entered, in the header, will be reused for all selected objects, by default.

9. In the Select Information for Individual Design Objects table, modify values for the Unit, Quantity and Wanted Delivery Date fields for an individual object in the request for order quotation, if required. The value for Unit field represents the unit in which the object is measured and can be modified by selecting a value on clicking List. The value for Quantity field represents the requested number of the object and can be modified by entering a number manually. The value in the Wanted Delivery Date field is as defined in the header but can be modified for an object.

Note: To apply the modification of a wanted delivery date for a single object to all proceeding objects click Delivery Date.

10. In the Add Documents for Selected Additional Parts table, select the Add Document check box to attach a document to the request for order quotation for the object. Documents available are those documents that have been connected to the object.
11. Click OK.
12. Back on the main window, right-click, select the row for a design object if applicable, and click Request for Order Quotation . The created request for order quotation will be displayed.