| Request for quotation procedure |  |
| 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. The following RFQ procedures are available: Manual RFQ procedure 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. Generate RFQ procedure 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. Tip 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. The request for quotation (RFQ) procedure consists of several steps. These steps can be split up into the following parts: The creation and communication of the RFQs to the appropriate business partners. The receipt, comparison, and selection of the business partner quotations. To create and send RFQs Step 1. Purchase Request for Quotation - Lines (tdpur1600m000) Use the Purchase Request for Quotation - Lines (tdpur1600m000) session to: Create RFQs in the manual RFQ procedure. View RFQs in the generate RFQ procedure. These RFQs are generated from one of the following sessions: Generate Request for Quotations (tdpur1220m000) Generates RFQs for a range of items and/or item groups and enables you to select the business partners to send the RFQs to. Convert Purchase Requisitions (tdpur2201m000) Converts purchase requisition lines to an RFQ. Duplicate Contract Lines to RFQs (tdpur3201m000) Copies purchase contract lines to RFQs and enables you to link the business partners to send the RFQs to. Transfer Planned Orders (cppat1210m000) Transfers the planned purchase orders in the Resource Requirement Planning module to Purchase Control. If ERP LN cannot find a buy-from business partner for the item, the planned purchase order can be transferred to an RFQ. Step 2. Request for Quotation - Buy-from BP's (tdpur1505m000)/ Link Buy-from BPs to RFQ (tdpur1221m000) 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. In the manual RFQ procedure you can link buy-from business partners to RFQs in the following ways: Manually in the Request for Quotation - Buy-from BP's (tdpur1505m000) session. Automatically in the Link Buy-from BPs to RFQ (tdpur1221m000) session.The selection of buy-from business partners can be based on an approved source list. On the RFQ - Buy-from BPs tab of the Purchase Request for Quotation - Lines (tdpur1600m000) session, you can view which business partners are linked to the RFQ. Step 3. Print Request for Quotations (tdpur1401m000) After the RFQ is created and business partners are linked, you must print the RFQ in the Print Request for Quotations (tdpur1401m000) session to send it to the buy-from business partners. To receive, compare, and to select quotations Step 1. Print RFQ Reminders (tdpur1402m000) If a business partner has not responded to an RFQ before the return date, you can send the business partner a reminder. Note that to print a reminder in the Print RFQ Reminders (tdpur1402m000) session, the Reminder Status must be set to Remind in the Request for Quotation - Buy-from BP's (tdpur1505m000) session. Step 2. Buy-from BP - Quotations (tdpur1506m000) If a business partner responds to an RFQ, you can enter the received quotation data in the Buy-from BP - Quotations (tdpur1506m000) session. Step 3. Compare Quotations (tdpur1110m000) When all quotations on an RFQ are entered and the return date is expired, you can compare the quotations in the Compare Quotations (tdpur1110m000) 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. You can use the following sessions to compare quotations, which you can start from the appropriate menu in the Compare Quotations (tdpur1110m000) session: Quotation - Buy-from BP Ranking Based on Total Amount (tdpur1805m000), in which you can compare quotations based on price. Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000), 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. To compare quotations based on criteria Complete the following steps before you can use the Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000) session to compare quotations: Define criteria and their ratings. For more information, refer to General purchase data. When you receive a business partner quotation, enter the subjective scores for the quotation in the Quotation - Subjective Criterion Scores (tdpur1195m000) session. ERP LN automatically calculates the objective criteria. For more information on: Calculating total scoring values for each criterion, refer to Calculation of total scoring values per criterion. Ranking the quotations, refer to To rank quotations. In the Quotation - Buy-from BP Ranking Based on Total Amount (tdpur1805m000) and the Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000) sessions, you must define the Copy RFQ Line 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. Step 4. Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) After you compared the quotations and made your choice based on the rankings, use the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session to actually transfer the quotation to a purchase order, purchase contract, or a supplier price book. If you select the Delete Quotations marked as 'Delete' check box, quotations for which the Copy RFQ Line field is set to Delete in the Quotation - Buy-from BP Ranking Based on Total Amount (tdpur1805m000) or Quotation - Buy-from BP Ranking Based on Criteria Set (tdpur1806m000) sessions, can also be deleted with this session. When you select more than one buy-from business partner, you can indicate if ERP LN must take into account the sourcing percentage and the priority for the item- business partner combination. You can define the sourcing percentage and the priority in the Items - Purchase Business Partner (tdipu0110m000) session, which you can start from the appropriate menu of the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session. Step 5. Delete Request for Quotations (tdpur1205m000) Use the Delete Request for Quotations (tdpur1205m000) session to perform one of the following: 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. Delete RFQs that have no quotation returned and/or for which the return date is expired. Related topics General purchase data Calculation of total scoring values per criterion To rank quotations Sourcing Overview of RFQ handling RFQs - additional processes |