Selecting items on RFQs - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

Select items on a request for quotation. You may award selected items on an RFQ, update the supplier part catalog with items on quotations, create or update a requisition, or create or update a purchase order.

To select items on RFQs:

  1. Select Purchasing > Quotes > Requests for Quotations.

  2. Select the record for which to select items, and then click the Selection tab.

    The lines displayed are the received Quotation lines associated with the RFQ.

  3. Select either Parts or Services. The system displays the parts or services.

  4. Select items for the RFQ, and then choose one of these options:

    Option

    Description

    Award Items

    The system awards selected items to the quotation and others in the item group to Not Awarded.

    System Status must be Undecided.

    Multiple items with the same Line may not be Awarded.

    Cancel Awarded Items

    The system cancels the Award status for selected items and changes the items' System Status to Undecided.

    System Status must be Awarded.

  5. Specify this information:

    Update Supplier Catalog - The system updates the supplier parts catalog with data from selected items.

    Generate Requisition - The system generates a requisition for selected items.

    Generate POs - The system generates purchase orders for selected items.

    View Totals for All Suppliers - The system displays totals by supplier in view-only mode.