User Guide › Add New User › Purchase Job
Overview
An RFQ is a request for quotation used to obtain supplier pricing or terms. Use the RFQ page in a Purchase Job to review RFQ line requirements and save the RFQ record before continuing procurement work. The page displays item-related information, including item number, product category, group, requested quantity, quantity unit, and required information.
Steps
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Navigate to Add new > Purchase Job > RFQ.
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Review the RFQ lines and identify the line that you need to work with. Use the displayed columns, such as Item No., Product Category, Group, MRQ Qty., MRQ type, Qty, Unit, and Required Re, to confirm the item requirement.
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Select the relevant RFQ line by using Select.
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Save the RFQ:
- Select Save to save your changes and continue working on the page.
- Select Save and Close when you have finished working with the RFQ.
Tips & cautions
Note: The procurement process can require at least one RFQ. Add and save an RFQ when the application requests one.
Warning: When you select Save, the application validates the record. It will not save the RFQ if required information is missing.
Warning: If you leave the page with unsaved changes, the application displays a warning before you leave.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The RFQ does not save. | Required information is missing. | Complete the required information and select Save again. |
| A warning appears when you leave the page. | The RFQ contains unsaved changes. | Select Save to retain the changes, or continue leaving the page if the changes are not required. |
| The procurement process requests an RFQ. | No RFQ has been added to the Purchase Job. | Add the required RFQ information and save the record. |
Result
The RFQ record is saved for use in the Purchase Job procurement process.
Related pages
- Direct Order
- Add New User — Overview
- Add New User — Learning Path
- Getting Started with Add New User
- Call
- Tasks
- Payments
- Projects
- Direct Order
- Process
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