Approve an RFQ

If an approval workflow is not set up for the project related to a Request For Quote (RFQ), then as an assigned approver, use the Approve functionality in the Workflow dropdown to approve an RFQ submission. After approval, the technical handler or the buyer can issue the RFQ and then forward the RFQ to the supplier.

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 RFQ Options group, from the Workflow dropdown, select Approve.

   In the Request for Quote Header grid, in the General tab, the Approver and the Approval Date fields are updated.

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

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

   The RFQ is approved.