Create an RFQ process

A Request for Quote (RFQ) process indicates the quoting process carried out for an RFQ. For example, you can create the following RFQ processes:

• Instant: Indicates the information defined through the Supplier Portal is visible in the RFQ follow-up as soon as the information is saved.

• On Bid Submittal: Indicates the information from the Supplier Portal is downloaded automatically when a quote is submitted.

• On Bid Opening: Indicates the information from the Supplier Portal is made available only when the quote is opened from the s50020 Followup on Request for Quote screen.

To create an RFQ process

1. Navigate to the s50058 RFQ Process screen.

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

3. On the Home menu, in the Record group, select Create.

   In the RFQ Process grid, a blank row is created.

4. Select the General tab, in the RFQ Process Id field, enter the unique ID of an RFQ process.

5. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50058 Field descriptions.

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

   The RFQ process is created.