Submit an RFQ for approval using AVEVA Work Tasks

As a technical handler or a reviewer, you can submit a Request For Quote (RFQ) for approval using the Work Tasks approval engine. The RFQ is forwarded to the assigned approval group in AVEVA Work Tasks. To modify an RFQ after you submit the RFQ for approval, reopen the RFQ. For more information, see Reopen an RFQ.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use Enquiry Approver checkbox is selected.

2. In the s00051 Approval Groups screen, ensure you create an approval group. For more information, see Create an approval group.

3. In the s00052 Approval Flows screen, perform the following:

   1. In the Approval Flows grid, ensure you create an approval workflow with the Approval Concept defined as Request For Quote and the Workflow Approval Engine defined as Work Tasks.

   2. In the Approval Flow Relations grid, in the Data Extraction Input tab, ensure you create a data extraction input.

   3. In the Approval Flow Relations grid, in the Approval Groups tab, ensure you assign the approval workflow to the approval group.

4. In the s00053 Approval Project Setup screen, ensure you relate the RFQ approval workflow to a project. For more information, see Assign an approval workflow to a project.

To submit an RFQ for approval using AVEVA Works Tasks

5. Navigate to the s50019 Request for Quote screen.

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

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

   Ensure the selected RFQ is related to the project for which you set up the RFQ approval workflow.

   In the Tender details tab, ensure the Tender Required By and the Tender Valid To fields are updated.

8. In the General tab, from the Approval Group dropdown, select the ID of the approval group for which you defined the RFQ approval workflow.

   Ensure the selected approval group is same as the approval group defined for the approval process in AVEVA Work Tasks.

9. On the s50019 menu, in the RFQ Options group, from the Workflow dropdown, select Submit for approval.

   In the Request for Quote Header grid, in the General tab, the value in the Internal status field changes from Create/Change to Approval.

10. (Optional) To undo the workflow update, on the s50019 menu, in the RFQ Options group, from the Workflow dropdown, select Undo workflow actions.

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

    The RFQ is submitted for approval.

    In AVEVA Work Tasks, you can view the submission. The assigned approver can approve or reject the submission as required.