Overview RfQs with Supplier assigned

<< Click to Display Table of Contents >>

Navigation:  Purchasing > Request for Quotation >

Overview RfQs with Supplier assigned

Function

Description

Further Information

Edit

Edit details. After editing you can send RfQs again to suppliers. Quotations will be updated.

Edit Details

Attachments -> Attach

Add documents to requisition.

Add Documents

Attachments -> Show/Delete

Show all assigned documents with possibility to delete attachments.

Show/Delete Documents

Set as Closed

Set status of RfQ as closed without any further actions – no purchase order will be created.


Reject

Reject request for requisition. RfQ will remain in system in folder “rejected”.


Delete

Delete request for quotation. Please note: RfQ and all relevant documents (attachments, history, eventually created purchase orders, requisition etc.) will be deleted completely from system and will no longer be available.


Select Suppliers

Gives an overview about all Quotations you already received from supplier. A default supplier can be assigned – all items will be marked as selected for this supplier. You can select supplier for each item. You can select more than one supplier -> in this case purchase order will be split.


Send to Excel

Send supplier overview (select supplier) to excel.


Clear Selection

Deletes an existing selection.


Add Supplier

Add new supplier to RfQ. A new quotation will be send to selected supplier.


Distribute

Only available for RfQs (currently). Allows to copy RfQ to other/same ship. If no equivalent spare part is found on the destination site, all ship specific spare parts will be copied as free line item.


Create Purchase Order



Show History

Access to the whole history of the selected purchase document including all  associated documents (for instance, if you want to see the history of a purchase order, you have access to the history of the associated requisition too).

The history is divided into several tabs for a better overview.


Add Remark to History

Add remark manual to history of selected document.


Link to Dry Dock Job Card

You can link RfQ to selected dry dock job card. RfQ will remain in open status – only a link between job card and RfQ will be stored. Link information is available in RfQ HTML overview.


Remove Link to Dry Dock Job Card



Follow up / Pin to User Activities  -> Follow up

Follow up for RfQ can be given.


Follow up / Pin to User Activities  -> Clear Follow up

Follow up for RfQ can be deleted.