Create Request for Order Quotation

Explanation

A request for order quotation is a request of a price quotation for a component or an outside operation related to a product item within an estimate tree structure. A request for order quotation also requests a projected date of delivery. Often, need to send requests for order quotations to several suppliers for expensive- or new parts or outside operations in order to include figures which are as correct as possible in the estimate.

Use this activity to create a request for order quotation from a product header or a component line representing a purchased part or an outside operation. Once the request for order quotation is created, you need to navigate to the Request for Order Quotation window in IFS/Purchasing to continue processing the request.

Note: Intension is to quote one or several suppliers for a price to be used as cost for a purchased part or an outside operation. There is never any intension to create a purchase order based on the approved order quotation.

Prerequisites

This activity requires that the estimate header cannot be in Closed or Canceled status and the version of the parent item of the component to quote cannot be in status Confirmed.

The product or component need to be purchased.

System Effects

As a result of this activity a request for order quotation line is created and pegged to a component line or outside operation.

Window

Estimate

Related Window Descriptions

Estimate

Procedure

1. Populate or search for the estimate containing the purchase part record or outside operation that you want to connect to a request for order quotation.
2. Select the desired line or the put the cursor in the product area.
3. Right-click and select Quotations/Create Requisition to Request from the Operations menu.
4. The Estimate to Request-Parameters dialog box will open. Enter the buyer, the currency, the latest date for reply the request.
   
   
   • To add to an existing request for order quotation: Select one of the displayed requests in the table in the lower part of the dialog box. Enter the number in the Add to Request field. Click on Add Existing.
     
   • To create a new request for order quotation: Click on Create New.
5. A message displays the assigned request number.