Send an RFQ for review

Send a Request For Quote (RFQ) for review. After an RFQ is sent for review, the assigned reviewer is notified to conduct the review. After the review is complete, the reviewer can submit the RFQ for approval.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use Enquiry Approver checkbox is selected.

2. For the RFQ, in the s50019 Request for Quote screen, in the Request for Quote Header grid, in the General tab, perform the following:

   1. Ensure the Review Required checkbox is selected.

      In the s10001 Projects screen, if the Review Required checkbox is selected for the project related to the RFQ, then in the s50019 Request for Quote screen, the Review Required field is a mandatory field.

   2. Ensure a value is defined in the Reviewer field.

   3. Ensure a value is defined in the Buyer field.

   4. Ensure a value is defined in the Approver field.

3. In the Request for Quote Header grid, in the Tender details tab, in the Tender Required By and the Tender Valid To fields, ensure a value is defined.

To send an RFQ for review

4. Navigate to the s50019 Request for Quote screen.

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

6. In the Request for Quote Header grid, select a row.

7. On the s50019 menu, in the RFQ Options group, from the Workflow dropdown, select Send for Review.

   In the Request for Quote Header grid, in the General tab, the Sent for review date field is updated and the value in the Internal status field changes from Create/Change to Approval.

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

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

   The RFQ is sent for review.