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window-rfq-response.md

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RfQ Response

RfQ Response

Manage RfQ Responses

Window Type

Window Type

Transaction

The Sales Transaction checkbox indicates if this item is a Sales Transaction.

Tabs

Tabs

Response

Response

Description RfQ Response Help Request for Quotation Response from a potential Vendor

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

RfQ

RfQ

Description Request for Quotation Help Request for Quotation to be sent out to vendors of a RfQ Topic. After Vendor selection, optionally create Sales Order or Quote for Customer as well as Purchase Order for Vendor(s)

Name

Name

Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Comment/Help

Comment/Help

Description Comment or Hint Help The Help field contains a hint, comment or help about the use of this item.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Business Partner

Business Partner

Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson

Partner Location

Partner Location

Description Identifies the (ship to) address for this Business Partner Help The Partner address indicates the location of a Business Partner

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Invited

Invited

Description Date when (last) invitation was sent

Response Date

Response Date

Description Date of the Response Help Date of the Response

Self-Service

Self-Service

Description This is a Self-Service entry or this entry can be changed via Self-Service Help Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.

Currency

Currency

Description The Currency for this record Help Indicates the Currency to be used when processing or reporting on this record

Price

Price

Description Price Help The Price indicates the Price for a product or service.

Work Start

Work Start

Description Date when work is (planned to be) started

Delivery Days

Delivery Days

Description Number of Days (planned) until Delivery

Work Complete

Work Complete

Description Date when work is (planned to be) complete

Invite & Remind

Invite & Remind

Description EMail Invite or Remind Vendor to answer RfQ Help Send Invitation/Reminder to Vendors to respond to RfQ per email

Ranking

Ranking

Description Relative Rank Number Help One is the highest Rank

Selected Winner

Selected Winner

Description The response is the selected winner Help The response is the selected winner. If selected on Response level, the line selections are ignored.

Order

Order

Description Order Help The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled.

Check Complete

Check Complete

Description Check if Response is Complete based on RfQ settings

Complete

Complete

Description It is complete Help Indication that this is complete

Processed

Processed

Description The document has been processed Help The Processed checkbox indicates that a document has been processed.

Response Line

Response Line

Description RfQ Response Line Help Request for Quotation Response Line from a potential Vendor

The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

RfQ Line

RfQ Line

Description Request for Quotation Line Help Request for Quotation Line

RfQ Response

RfQ Response

Description Request for Quotation Response from a potential Vendor Help Request for Quotation Response from a potential Vendor

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Work Start

Work Start

Description Date when work is (planned to be) started

Delivery Days

Delivery Days

Description Number of Days (planned) until Delivery

Work Complete

Work Complete

Description Date when work is (planned to be) complete

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Comment/Help

Comment/Help

Description Comment or Hint Help The Help field contains a hint, comment or help about the use of this item.

Selected Winner

Selected Winner

Description The response is the selected winner Help The response is the selected winner. If selected on Response level, the line selections are ignored.

Self-Service

Self-Service

Description This is a Self-Service entry or this entry can be changed via Self-Service Help Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.

Response Quantity

Response Quantity

Description RfQ Line Quantity Response Help Request for Quotation Response Line Quantity from a potential Vendor

The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

RfQ Response Line

RfQ Response Line

Description Request for Quotation Response Line Help Request for Quotation Response Line from a potential Vendor

RfQ Line Quantity

RfQ Line Quantity

Description Request for Quotation Line Quantity Help You may request a quotation for different quantities

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Price

Price

Description Price Help The Price indicates the Price for a product or service.

Discount %

Discount %

Description Discount in percent Help The Discount indicates the discount applied or taken as a percentage.

Ranking

Ranking

Description Relative Rank Number Help One is the highest Rank