Use this activity to create a Request for Order Quotation for a Project Deliverable Item.
• A project deliverable design should exist, as described here:
Create Basic Structure.
• An
item of material type must have been added in the Components tab of the project
deliverable design, as described here:
Create Detailed Structure.
• A request for quotation will be created, which can further down the line be approved. In return, this enables further options for the user, such as to create: New part from no part and have the opportunity to create a purchase requisition.
Project Deliverables Navigator
Project Deliverables
Navigator/General
Project Deliverables
Navigator/Components
Project Deliverables
Navigator/Materials/Material Requirements
1. Navigate to the Project Deliverables Design
navigator page and populate its values.
2. Select a record and expand the
structure.
3. Select the top node in the tree then go to the
Components tab.
4. Click on the add action
marked as (+). Enter the mandatory values such as
Item Name.
5. *Optional Attach
existing documents by clicking the Attachments panel.
6. Click the command
group Supplier Quotation and after that select the
Create Request for Order Quotation command.
7. The Create
for Order Request Quotation assistant opens.
8. Enter the mandatory fields
such as Latest Reply Date, Wanted Delivery Date
and Description (if not entered in step 4).
9. Click
OK.
10. A Request for Order Quotation has been
created.