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<ManualTopic ID="/baanerp/td/onlinemanual/000092" xml:lang="en">
   <Header>
      <Title>Request for quotation procedure</Title>
      <Keyword type="header" order="d1e1310043">
         <Level1>Request for quotation</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1310046">
         <Level1>RFQ</Level1>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>You can use the request for quotation (RFQ) procedure to ask
		buy-from business partners to provide you with an offer of goods and services.
		You can compare the offers (quotations) that you reveive to select the one that
		best fits your requirements.</Paragraph>
      <List>
         <ListIntro>The following RFQ procedures are available:</ListIntro>
         <ListItemHead>Manual RFQ procedure</ListItemHead>
         <ListItem>Use this procedure to manually create RFQs and send them to
		  your buy-from business partners. You can select the buy-from business partners
		  to whom you want to send an RFQ manually or based on the approved source list.</ListItem>
         <ListItemHead>Generate RFQ procedure</ListItemHead>
         <ListItem>Use this procedure to automatically generate RFQs and send
		  them to your buy-from business partners. The creation of RFQs and the
		  assignment to buy-from business partners is carried out in one of the generate
		  sessions.</ListItem>
      </List>
   </AimSection>
   <Tip>
      <SectionTitle>Tip</SectionTitle>
      <Paragraph>Use the manual RFQ procedure if you want to create an RFQ for
		one item. If you want to create an RFQ for several items and/or several item
		groups, the generate RFQ procedure is more suitable.</Paragraph>
   </Tip>
   <GeneralSection>
      <Paragraph>The <Link href="/baanerp/td/glossary/glossary#RequesForQuo_td" role="glossary">request for quotation (RFQ)</Link> procedure consists of several steps.</Paragraph>
      <ProcedureList>
         <ListIntro>These steps can be split up into the following parts:</ListIntro>
         <ListItem>The creation and communication of the RFQs to the appropriate
		  business partners.</ListItem>
         <ListItem>The receipt, comparison, and selection of the business partner
		  quotations.</ListItem>
      </ProcedureList>
      <ProcedureSection>
         <SectionTitle>To create and send RFQs</SectionTitle>
         <Steps>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1600m000" role="session">Purchase Request for Quotation - Lines (tdpur1600m000)</GUIRef>
               </StepTitle>
               <List>
                  <ListIntro>Use the <GUIRef href="/baanerp/td/pur/tdpur1600m000" role="session">Purchase Request for Quotation - Lines (tdpur1600m000)</GUIRef> session to:</ListIntro>
                  <ListItem>Create RFQs in the manual RFQ procedure.</ListItem>
                  <ListItem>View RFQs in the generate RFQ procedure. <List>
                        <ListIntro>These RFQs are generated from one of the following
						sessions:</ListIntro>
                        <ListItemHead>
                           <GUIRef href="/baanerp/td/pur/tdpur1220m000" role="session">Generate Request for Quotations (tdpur1220m000)</GUIRef>
                        </ListItemHead>
                        <ListItem>Generates RFQs for a range of items and/or item
						groups and enables you to select the business partners to send the RFQs to.</ListItem>
                        <ListItemHead>
                           <GUIRef href="/baanerp/td/pur/tdpur2201m000" role="session">Convert Purchase Requisitions (tdpur2201m000)</GUIRef>
                        </ListItemHead>
                        <ListItem>Converts purchase requisition lines to an
						RFQ.</ListItem>
                        <ListItemHead>
                           <GUIRef href="/baanerp/td/pur/tdpur3201m000" role="session">Duplicate Contract Lines to RFQs (tdpur3201m000)</GUIRef>
                        </ListItemHead>
                        <ListItem>Copies <Link href="/baanerp/td/glossary/glossary#PuCoLines_td" role="glossary">purchase contract lines</Link> to RFQs and enables you to link
						the business partners to send the RFQs to.</ListItem>
                        <ListItemHead>
                           <GUIRef href="/baanerp/cp/pat/cppat1210m000" role="session">Transfer Planned Orders (cppat1210m000)</GUIRef>
                        </ListItemHead>
                        <ListItem>Transfers the planned purchase orders in the <GUIRef href="/baanerp/cp/rrp" role="module">Resource Requirement Planning</GUIRef> module to <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>. If LN cannot find a buy-from
						business partner for the item, the planned purchase order can be transferred to
						an RFQ.</ListItem>
                     </List>
                  </ListItem>
               </List>
            </Step>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1505m000" role="session">Request for Quotation - Buy-from BP's (tdpur1505m000)</GUIRef>/ <GUIRef href="/baanerp/td/pur/tdpur1221m000" role="session">Link Buy-from BPs to RFQ (tdpur1221m000)</GUIRef>
               </StepTitle>
               <Paragraph>This step only applies to the manual RFQ procedure. In the
				generate RFQ procedure, the generated RFQs are directly linked to the selected
				buy-from business partners. As a result, you need not link the RFQs to the
				buy-from business partners manually.</Paragraph>
               <List>
                  <ListIntro>In the manual RFQ procedure you can link buy-from
				  business partners to RFQs in the following ways:</ListIntro>
                  <ListItem>Manually in the <GUIRef href="/baanerp/td/pur/tdpur1505m000" role="session">Request for Quotation - Buy-from BP's (tdpur1505m000)</GUIRef> session.</ListItem>
                  <ListItem>Automatically in the <GUIRef href="/baanerp/td/pur/tdpur1221m000" role="session">Link Buy-from BPs to RFQ (tdpur1221m000)</GUIRef> session.The selection of buy-from business
				  partners can be based on an approved source list.</ListItem>
               </List>
               <Paragraph>On the <GUIRef href="" role="manual">RFQ - Buy-from BPs</GUIRef> tab of the <GUIRef href="/baanerp/td/pur/tdpur1600m000" role="session">Purchase Request for Quotation - Lines (tdpur1600m000)</GUIRef> session, you can view which
				business partners are linked to the RFQ.</Paragraph>
            </Step>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1401m000" role="session">Print Request for Quotations (tdpur1401m000)</GUIRef>
               </StepTitle>
               <Paragraph>After the RFQ is
				created and business partners are linked, you must print the RFQ in the <GUIRef href="/baanerp/td/pur/tdpur1401m000" role="session">Print Request for Quotations (tdpur1401m000)</GUIRef> session to send it to the buy-from business
				partners.</Paragraph>
            </Step>
         </Steps>
      </ProcedureSection>
      <ProcedureSection>
         <SectionTitle>To receive, compare, and to select
		  quotations</SectionTitle>
         <Steps>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1402m000" role="session">Print RFQ Reminders (tdpur1402m000)</GUIRef>
               </StepTitle>
               <Paragraph>If a business partner has not responded to an RFQ before
				the return date, you can send the business partner a reminder.</Paragraph>
               <Paragraph>Note that to print a reminder in the <GUIRef href="/baanerp/td/pur/tdpur1402m000" role="session">Print RFQ Reminders (tdpur1402m000)</GUIRef> session, the <GUIRef href="/baanerp/td/pur/tdpur1505m000#tdpur105.rsts" role="manual">Reminder Status</GUIRef> must be set to <GUIRef href="/baanerp/tc/domains/rsts#remind" role="option">Remind</GUIRef> in
				the <GUIRef href="/baanerp/td/pur/tdpur1505m000" role="session">Request for Quotation - Buy-from BP's (tdpur1505m000)</GUIRef> session.</Paragraph>
            </Step>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1506m000" role="session">Buy-from BP - Quotations (tdpur1506m000)</GUIRef>
               </StepTitle>
               <Paragraph>If a business partner responds to an RFQ, you can enter
				the received quotation data in the <GUIRef href="/baanerp/td/pur/tdpur1506m000" role="session">Buy-from BP - Quotations (tdpur1506m000)</GUIRef> session.</Paragraph>
            </Step>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1110m000" role="session">Compare Quotations (tdpur1110m000)</GUIRef>
               </StepTitle>
               <Paragraph>When all quotations on an RFQ are entered and the return
				date is expired, you can compare the quotations in the <GUIRef href="/baanerp/td/pur/tdpur1110m000" role="session">Compare Quotations (tdpur1110m000)</GUIRef> session. This session helps you to select the best
				quotation that can be copied. You can perform analysis for a single line on the
				RFQ or for all lines on the RFQ.</Paragraph>
               <List>
                  <ListIntro>You can use the following sessions to compare
				  quotations, which you can start from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu in the <GUIRef href="/baanerp/td/pur/tdpur1110m000" role="session">Compare Quotations (tdpur1110m000)</GUIRef> session:</ListIntro>
                  <ListItem>
                     <GUIRef href="/baanerp/td/pur/tdpur1805m000" role="session">Quotation - Buy-from BP Ranking Based on Total Amount (tdpur1805m000)</GUIRef>, in which you can compare quotations based on
				  price.</ListItem>
                  <ListItem>
                     <GUIRef href="/baanerp/td/pur/tdpur1806m000" role="session">Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000)</GUIRef>, in which you can compare quotations based on RFQ
				  criteria that you defined. Before you can use this session, you must have
				  defined criteria and their ratings.</ListItem>
               </List>
               <ProcedureList>
                  <ListTitle>To compare quotations based on criteria</ListTitle>
                  <ListIntro>Complete the following steps before you can use the <GUIRef href="/baanerp/td/pur/tdpur1806m000" role="session">Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000)</GUIRef> session to
				  compare quotations:</ListIntro>
                  <ListItem>Define criteria and their ratings. For more information,
				  refer to <Link href="/baanerp/td/onlinemanual/000047" role="manual">General purchase data</Link>.</ListItem>
                  <ListItem>When you receive a business partner quotation, enter the
				  subjective scores for the quotation in the <GUIRef href="/baanerp/td/pur/tdpur1195m000" role="session">Quotation - Subjective Criterion Scores (tdpur1195m000)</GUIRef> session. LN automatically
				  calculates the objective criteria. <List>
                        <ListIntro>For more information on:</ListIntro>
                        <ListItem>Calculating total scoring values for each criterion,
						refer to <Link href="/baanerp/td/onlinemanual/000070" role="manual">Calculation of total scoring values per criterion</Link>.</ListItem>
                        <ListItem>Ranking the quotations, refer to <Link href="/baanerp/td/onlinemanual/000071" role="manual">To rank quotations</Link>.</ListItem>
                     </List>
                  </ListItem>
               </ProcedureList>
               <Paragraph>In the <GUIRef href="/baanerp/td/pur/tdpur1805m000" role="session">Quotation - Buy-from BP Ranking Based on Total Amount (tdpur1805m000)</GUIRef> and the <GUIRef href="/baanerp/td/pur/tdpur1806m000" role="session">Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000)</GUIRef> sessions,
				you must define the <Link href="/baanerp/td/pur/tdpur1805m000#tdpur106.copy" role="formfield">Copy RFQ Line</Link> field, which indicates whether or not the RFQ line must be
				copied to a purchase order, purchase contract, or a supplier price book, or
				whether it must be deleted.</Paragraph>
            </Step>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1202m000" role="session">Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000)</GUIRef>
               </StepTitle>
               <Paragraph>After you compared the quotations and made your choice
				based on the rankings, use the <GUIRef href="/baanerp/td/pur/tdpur1202m000" role="session">Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000)</GUIRef> session to actually
				transfer the quotation to a purchase order, purchase contract, or a supplier
				price book.</Paragraph>
               <Paragraph>If you select the <Link href="/baanerp/td/pur/tdpur1202m000#delete.quote" role="formfield">Delete Quotations marked as 'Delete'</Link> check box, quotations for which the <GUIRef href="/baanerp/td/pur/tdpur1805m000#tdpur106.copy" role="manual">Copy RFQ Line</GUIRef> field is set to <GUIRef href="/baanerp/td/domains/pur.copyrfq#delete" role="option">Delete</GUIRef> in the <GUIRef href="/baanerp/td/pur/tdpur1805m000" role="session">Quotation - Buy-from BP Ranking Based on Total Amount (tdpur1805m000)</GUIRef> or <GUIRef href="/baanerp/td/pur/tdpur1806m000" role="session">Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000)</GUIRef> sessions,
				can also be deleted with this session.</Paragraph>
               <Paragraph>When you select more than one buy-from business partner,
				you can indicate if LN must take into account the <Link href="/baanerp/td/glossary/glossary#000096" role="glossary">sourcing percentage</Link> and the <Link href="/baanerp/td/glossary/glossary#000097" role="glossary">priority</Link> for the item- business partner combination. You
				can define the sourcing percentage and the priority in the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> session, which you can start from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/pur/tdpur1202m000" role="session">Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000)</GUIRef> session.</Paragraph>
            </Step>
            <Step>
               <StepTitle>
                  <GUIRef href="/baanerp/td/pur/tdpur1205m000" role="session">Delete Request for Quotations (tdpur1205m000)</GUIRef>
               </StepTitle>
               <List>
                  <ListIntro>Use the <GUIRef href="/baanerp/td/pur/tdpur1205m000" role="session">Delete Request for Quotations (tdpur1205m000)</GUIRef> session to perform one of the
				  following:</ListIntro>
                  <ListItem>Delete the buy-from business partner quotations that are
				  expired. If all quotations that are returned on an RFQ are deleted, the RFQ is
				  also deleted.</ListItem>
                  <ListItem>Delete RFQs that have no quotation returned and/or for
				  which the return date is expired.</ListItem>
               </List>
            </Step>
         </Steps>
      </ProcedureSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000047" role="manual">General purchase data</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000070" role="manual">Calculation of total scoring values per criterion</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000071" role="manual">To rank quotations</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/Sourcing" role="manual">Sourcing</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000093" role="manual">Overview of RFQ handling</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000094" role="manual">RFQs - additional processes</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>