# Procurement rfq

## Process flow

```mermaid
flowchart LR
    n0["Draft"] --> n1["SentToPrincipal"] --> n2["Offered"]
    n1 -.-> x0["ConsederAsSentToPrincipal"]
    n1 -.-> x1["ConsederAsNotSentToPrincipal"]
```

## RFQ process

This process manages a procurement RFQ from Draft through SentToPrincipal and Offered. It is run by the people handling the procurement RFQ and its inquiries.

## Moving the RFQ through its stages

### Draft

A Draft record is an RFQ being prepared or returned for further work.

The following actions move a record to Draft:

- **Consider inquiry as sent not to sup supplier** moves the record to Draft.
- **Request new direct po** moves the record to Draft only when multiple inquiries and offers are included in the subscription.
- **Request new inquiry** moves the record to Draft only when multiple inquiries and offers are included in the subscription.** To move forward from Draft, use Consider inquiry as sent to sup supplier**. This moves the record to SentToPrincipal.

### SentToPrincipal

A SentToPrincipal record is an RFQ whose inquiry is being treated as sent to the principal supplier.

From this point, **Consider inquiry as sent to sup supplier** can move the record to ConsederAsSentToPrincipal. The record can also leave from SentToPrincipal as ConsederAsNotSentToPrincipal.

The next stage in the main RFQ flow is Offered.

### Offered

An Offered record is an RFQ that has reached the offer stage.

**Regret single inquiry** moves the record to RegretToOffer.

## Leaving the RFQ flow

A record can turn away from the main Draft, SentToPrincipal, and Offered path in the following ways:

- **ConsederAsSentToPrincipal** leaves the path from SentToPrincipal. The record can still turn away while it is in SentToPrincipal; after it enters this outcome, it is outside the main RFQ flow.
- **ConsederAsNotSentToPrincipal** also leaves from SentToPrincipal. **Consider inquiry as sent not to sup supplier** returns a record to Draft, while ConsederAsNotSentToPrincipal is the listed leaving outcome from SentToPrincipal.
- **CanceledInquiry** is reached through **Cancell single inquiry**. Once canceled, the record has left the main flow rather than continuing through its stages.
- **RegretToOffer** is reached through **Regret single inquiry**. This outcome similarly takes the record outside the main RFQ flow.

## Related procurement guidance

For broader procurement guidance, see [Getting Started with Procurement](doc:procurement-getting-started) and [Procurement — Learning Path](doc:workflows-procurement).

Use [Procurement — Overview](doc:procurement-overview), [Procurement](doc:procurement-edit-record), and [Procurement List](doc:procurement-list-view-record) to work with procurement records. For completion and support guidance, see [Complete Procurement](doc:task-complete-procurement) and [Help & Troubleshooting — Procurement](doc:help-procurement).