Assign a contact list to an RFQ

Use an approved contact list predefined in the s50053 Contact Lists screen to add an invited supplier to a Request For Quote (RFQ).

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.

   For the selected RFQ, in the General tab, in the Supplier Selection Method field, ensure the value is either Contact List or Any.

4. Select the Invited Suppliers tab.

5. On the s50019 menu, in the RFQ Options group, select Assign Contact List.

   The d0380 Assign Contact List dialog appears. View all the contact lists defined and issued for the project related to the selected RFQ.

6. (Optional) To filter through multiple contact lists and select the required contact list, in the search box, enter the ID of the contact list.

7. In the grid, select a row, and then select Select.

   In the Invited Suppliers tab, in the Invited Suppliers grid, all the suppliers added as contacts to the selected contact list appear. The CL checkbox is selected to indicate that the contacts are added through a contact list. Additionally, in the Request for Quote Header grid, in the General tab, the Assigned Contact List(s) field is updated to reflect the changes.

   Note: To add multiple contact lists to the selected RFQ, repeat steps 5–7.

8. To save the changes, on the Home menu, in the Record group, select Save.