Incoming RFQs

Use this topic for quote on received work.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Incoming RFQs

Audience

Business owners and quotation managers.

Permissions

  • Only business owners and authorized quotation managers may manage this view.

Actions

Prepare quote
Use Prepare quote to support quote on received work.
Submit quote
Use Submit quote to support quote on received work.

Statuses

Open
The record is currently open.
Quoted
The record is currently quoted.
Awarded
The record is currently awarded.
Closed
The record is currently closed.

Workflow

  1. Open Incoming RFQs.
  2. Review the record and its current status.
  3. Choose Prepare quote and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

An RFQ cannot be quoted
Check its deadline and complete every requested line item