Add non-catalogue items to an RFQ

Add materials and services not defined in any material catalogue to a Request For Quote (RFQ). Ensure you have the Can Add Deliverable Items or Full Access UI rights to the s50019 Request for Quote screen. For more information on how to define UI access rights, see Assign UI rights to a user role.

1. Navigate to the s50019 Request for Quote screen.

2. To refresh the screen, select the F5 key.

3. In the Request for Quote Header grid, select a row.

4. On the s50019 menu, in the Add Positions group, from the Non-catalogue items dropdown, select one of the following:

   • Various material: To add a material that is not defined in the catalogue.

   • Subcontract tasks: To add a subcontract task (service carried out by a subcontractor) as an RFQ position.

   In the Request for Quote Position grid, a blank row is created.

5. In the Request for Quote Position grid, select the General tab, and perform the following

   • From the System dropdown, select the ID of the required system.

   • In the Description field, enter the description of the RFQ position.

   • In the Quantity field, enter the required quantity of the ordered item.

6. Perform one of the following:

   • If the non-catalogue item is various material, select the General tab, and then perform the following:

     • From the Unit dropdown, select the unit of measure for the value in the Quantity field.

     • In the Various Id field, enter the ID of the various material.

     • From the Required on Site At dropdown, select the date when the items are required on site.

     • From the Delivery Required At dropdown, select the date when the items are required to be delivered at the location set in the delivery terms.

   • If the non-catalogue item is a subcontract task, select the Sub-contract Details tab, and then perform the following:

     • From the External resource dropdown, select the ID of an external resource assigned to a subcontract task.

     • From the Subcontract start dropdown, select the date when the subcontract task is scheduled to start.

     • From the Subcontract end dropdown, select the date when the subcontract task is scheduled to end.

7. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50019 Field descriptions.

8. On the Home menu, in the Record group, select Save.

   The non-catalogue items are added to the RFQ.