Import RFQ follow-up details

Import Request For Quote (RFQ) follow-up details from a previously exported Microsoft Excel Workbook. You can only import files that are previously exported from AVEVA Enterprise Resource Management.

1. Navigate to the s50020 Followup on Request for Quote screen.

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

3. In the Request for Quotation Header grid, select the RFQ that you previously exported.

4. On the s50020 menu, in the Import / Export group, select Import from Excel.

   The Open dialog appears.

5. Navigate to the location of the file you want to import.

6. Select the file and select Open.

   Ensure you select only a single file.

7. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50020 Field descriptions.

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

   The Request for Quotation grid and the Details grid are updated with the imported RFQ follow-up details.