On the Inquiry tab, most of the fields from P.30.11 are displayed again. For more information about the fields, see Maintain Inquiries. The Payment Type field is only displayed for inquiry type Subcontract; the Expediting Level, Inspection Level, and Criticality Level fields are only displayed for inquiry type Order; the Reason for Supplement field is only displayed for supplements > 0 (zero).
The Approval Template for Quotes field can be used to assign an approval template to the inquiry by selecting it from the LOV. All templates of type Quote Summary are available. You can double-click in this field to open the A.20.45 Approval Templates screen where the templates are defined. The contents of this approval template will be copied to the quote summaries that are created when approving the inquiry.
In the case of the approval of an inquiry supplement > 0 (zero), the approval template
will be ignored. In this case, the approval sequence as defined for the quotes on
the previous inquiry supplement is kept.
In the Attribute Set field, you can assign a pre-defined attribute set to the inquiry. Attribute sets are defined on the A.50.04 Attribute Sets screen. The attributes of the set are displayed on the Quotation Details - Miscellaneous tab in Smart Materials Portal. Subcontractors can use these attributes to provide appropriate values on the quote detail level. The attributes must be added to a configuration to display them on the Quote Details tab on P.30.22 Commercial Evaluation Window 2. For more information, see Core Workflow Screens.
Select NDA Exemption to allow the assigned bidders to provide a bid for this inquiry although an NDA is required for this project (project default ZP_NDA is set to Y) and the bidders’ NDA status does not entitle to participate in the bidding process.
In the M_PCK_QUOTE_CUSTOM.CHECK_BEFORE_INQ_APPR CIP, the entry in the Justification field can be used to determine whether the inquiry approval can be done or not. For example, if the Justification field contains any text, the inquiry can be approved.
The number rule to be applied when using the Automatic Number button can be selected from the LOV in the Number Rule field. Double-click in the field to open the P.10.35 Number Ranges and Rules screen where the number rules are defined. For more information, see Number Ranges and Rules. If the Number Rule field is not filled, the rule assigned to project default ZP_INQRULE is used instead in combination with ZP_INQRANG and ZP_REQ_DP. For more information, see Project Defaults.
Click the Automatic Number button to re-generate the inquiry number based on the selected number rule. If any error occurs during the number generation, the process stops and the inquiry number will not be updated. Possible causes are:
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Any of the mentioned project defaults is not set.
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The end of the defined number range was reached.
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The generated inquiry number is not unique within the project.
The automatically created inquiry number can be updated. The Automatic Number button is enabled as long as the inquiry is not approved.
Select the Summarize Line Items check box if identical requisition line items will be summed up on one quote detail. If this check box is marked, identical material is going to be summed up. Material is regarded as being identical if the ident code, tag number, and unit of the released quantity, group-by, and summary attributes of the MTO are the same. If you do not select this check box, material will not be summarized. Each requisition line item will result in a quote detail. You should use this option if you need to separate your material because of different prices, delivery designations, delivery dates, and so forth. The default value of this check box is defined by the project default ZP_DEF_SLI.
Click the Attachments button to open the D.90.21 Attachments screen, where you can attach documents including CCI documents, text and terms, VDRs, attributes, commercial and technical questions to the inquiry. For more information, see Attachments.
If the project default ZP_MODATTI is set to Y, you can attach documents to an inquiry
even if the inquiry is already approved, until the first quote for that inquiry is
approved. If the project default is set to N (default), you cannot attach documents
to approved inquiries.