Clean up the RFQ module
RFQ module is long overdue for some love
There are a lot of steps to create a RFQ, including duplicate steps
Create an rfq
add the material details to be quoted
Select the contact for each vendor (this should be a default under the vendor)
Send out for quote
Receive quotes
Award vendor
Create a po
lookup the vendor even though you already awarded a vendor
Close the rfq (This should be done when a po is created)
Go to the po
Select a contact, even though this has already been done in the quote
Set the FOB destination (This should be setup in the vendor as a default)
Change the due date to match the due date on the detail tab
Finally, Print and email po
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Michael David
- Dec 2 2020
- Future Consideration
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Dec 2, 2020
Admin response
Hi Michael - thank you for submitting. WIll you please clarify what your suggestion is? Currently, you are listing the steps that you take - which seems like a lot, but are you thinking of something more specific for the idea? One of the reasons we have those steps is so you can provide and track as much detail as you want. Any or all of those steps can be ignored if you don't need that data.
Related ideas
I don't see the vendor quote ID coming through on the PO for referencing during the creation of the PO. I manually add this in the PO comments area each time.
I was showing how many steps it takes just to send a quote and po
Steps 3, 8, 9, 11, 12, & 13 should be eliminated