C-10-03 Send Request to Quote to Suppliers

Who: Customer Quoting
Why: After selecting Suppliers to quote on a piece of work, the Customer Quoting role must send the requests to quote.
When: After creating the Master Quote and selecting the Suppliers who need to provide a quote.
Before you begin
  • Create and itemise a Master Quote. Select the Suppliers who need to provide a Quote. See Related Topics section.
Related topics
Procedure
10-3-0-a_Send_Quotes_to_suppliers_-_menu-LBL.png
  1. On the ConSol menu select Worklist > All.
    The My Worklist Summary appears.
    10-3-0-b_Send_Quotes_to_suppliers_-_worklist-LBL.png
  2. Scroll down to the Quotes section and click Master Quotes Not Yet Sent.
    NOTE: If there are no unsent master quotes (Count = 0) you will not be able to click the link.
    The list of Master Quotes appears.
    N1 - If the Quote is part of a Project View, the Customer Ref # displays the Project View name.
    10-3-1_Send_Quotes_to_suppliers_-_select_quote-LBL.png
  3. Click the Action button next to the Quote which needs to be sent to Suppliers.
    The Master Quote screen appears.
    N3 - The list of Suppliers selected to quote on the work is displayed at the bottom of the screen.
    10-3-2_Send_Quotes_to_suppliers_-_Send_Quote-LBL.png
  4. If necessary, include additional Suppliers to the list before sending the quotes.
    See topic Select Suppliers for Master Quote for detailed steps.
  5. To send the quote to all Suppliers who haven’t received the quote request yet, click the Send Quotes button.
    The Transmit Quotes screen appears confirming that the quotes have been sent
    N4 -The end date for Suppliers to submit quotes is displayed.
    N5 - Each Supplier’s quote is identified by a Quote number.
    10-3-3_Send_Quotes_to_suppliers_-_Quotes_sent_confirm-LBL.png
  6. Click the Back To Worklist button.
    • Each Supplier receives an email notification that they have a quote to respond to.
      10-3-4_Send_Quotes_to_suppliers_-_Quote_email-LBL.png
    See topic Change Quote Close Date & Time for important information about changing the quote end date after quotes have been sent to Supplier.
    See topic Manage Supplier Quotes for information on processing quotes as they are received.

If the Master Quote is opened again after the quotes have been sent:

N6 - The header message indicates that the quotes have been allocated.
N7 - The current status of the quotes is ALLOCATED.
N8 - The Send Quotes button is disabled because the quotes have already been sent.
10-3-5_Send_Quotes_to_suppliers_-_Quotes_allocated-LBL.png
 
To send additional quotes do the following:
10-3-6_Send_Quotes_to_suppliers_-_Add_a_Quote-LBL.png
  1. Click the Select Supplier button and select one or more additional Suppliers.
    See topic Select Suppliers for a Master Quote for details.
    N1 - The Supplier is added to the list on the Master Quote with a status of NOT TRANSMITTED.
    The Send Quotes button is enabled again.
    10-3-7_Send_Quotes_to_suppliers_-_Quote_added-LBL.png
  2. Click the Send Quotes button.
    The Quote is sent to any Suppliers on the list that haven’t received it yet (those with status NOT TRANSMITTED).
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