Outgoing RFQs

Use this topic for source work from partners.

Before you start

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

Where to go

Workspace → Outgoing RFQs

Audience

Business owners and procurement managers.

Permissions

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

Actions

Create RFQ
Use Create RFQ to support source work from partners.
Send RFQ
Use Send RFQ to support source work from partners.

Statuses

Draft
The record is currently draft.
Sent
The record is currently sent.
Awarded
The record is currently awarded.
Closed
The record is currently closed.

Workflow

  1. Open Outgoing RFQs.
  2. Review the record and its current status.
  3. Choose Create RFQ 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 has no recipients
Add an active partner company before sending it