Pre-award RFQ positions by supplier

Automatically pre-award all the Request For Quote (RFQ) positions to the preferred supplier. You cannot pre-award an RFQ position to a supplier in the following scenarios:

• The supplier is marked as a temporary supplier in the s50013 Contacts screen.

• The supplier failed to submit a quote for the RFQ position.

• The quote submitted by a supplier for an RFQ position is cancelled.

Prerequisites

Before you begin, complete the following:

• For the RFQ, in the Request for Quotation grid, in the General tab, ensure the Pre-awarded checkbox is cleared.

• For the RFQ, in the Request for Quotation grid, in the General tab, ensure the Show In Bid Tabulation checkbox is selected.

• For the quote submitted by the supplier, in the Details grid, in the Quote tab, in the Supplier grid, in the General tab, ensure the value in the RFQ Follow-up Status field is Complete.

To pre-award RFQ positions by supplier

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 grid, select a row.

4. In the Details grid, select the Quote tab.

5. In the Supplier grid, select a row.

6. On the s50020 menu, in the Automatic group, select Supplier.

   The RFQ positions are pre-awarded to the selected supplier. In the Details grid, in the Quote tab, in the Positions tab, in the Positions grid, the P field is updated with the pre-awarded (star) icon.

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