| Edit |
Edit details. After editing you can send RfQs again to suppliers. Quotations will be updated. |
Edit Details |
| Attachments -> Attach |
Add documents to requisition. |
Add Documents |
| Attachments -> Show/Delete |
Show all assigned documents with possibility to delete attachments. |
Show/Delete Documents |
| Set as closed |
Set status of RfQ as closed without any further actions – no purchase order will be created. |
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| Reject |
Reject request for requisition. RfQ will remain in system in folder “rejected”. |
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| Delete |
Delete request for quotation. Please note: RfQ and all relevant documents (attachments, history, eventually created purchase orders, requisition etc.) will be deleted completely from system and will no longer be available. |
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| Select Suppliers |
Gives an overview about all Quotations you already received from supplier. A default supplier can be assigned – all items will be marked as selected for this supplier. You can select supplier for each item. You can select more than one supplier -> in this case purchase order will be split. After selection the RfQ slides from Folder “open” to “supplier assigned”. |
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| Send to Excel |
Send supplier overview (select supplier) to excel. |
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| Clear Selection |
Deletes an existing selection. |
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| Add Supplier |
Add new supplier to RfQ. A new quotation will be send to selected supplier. |
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| Distribute |
Only available for RfQs (currently). Allows to copy RfQ to other/same ship. If no equivalent spare part is found on the destination site, all ship specific spare parts will be copied as free line item. |
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| Show History |
Access to the whole history of the selected purchase document including all associated documents (for instance, if you want to see the history of a purchase order, you have access to the history of the associated requisition too). The history is divided into several tabs for a better overview. |
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| Add Remark to History |
Add remark manual to history of selected document. |
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| Link to Dry Dock Job Card |
You can link RfQ to selected dry dock job card. RfQ will remain in open status – only a link between job card and RfQ will be stored. Link information is available in RfQ html overview. |
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| Remove Link to Dry Dock Job Card |
Remove link between dry dock job card and RfQ. |
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| Follow up / Pin to User Activities -> Follow up |
Follow up for RfQ can be given. |
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| Follow up / Pin to User Activities -> Clear Follow up |
Follow up for RfQ can be deleted. |
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