Security Permissions related to quotes
11101 - Setup Quotes
11102 - Complete Quote
11103 - Approve Quote
11104 - Reactive Quote
11105 - Complete Quote Response
11106 - Cancel Quote Response
11107 - QuoteInitiateRFQActualswithDefaultSuppliers
11108 - QuoteInitiateRFQActualsforAdditionalSuppliers
11109 - QuoteInitiateRFQActualsforAnySuppliers
11110 - QuoteViewQuotesinallStatus
11121 - Quote Distribute to Supplier
11122 - Quote Distribute Manual to User
Template setup
Go to Administration > Preconstruction > Quotes
A new RFQ template set can be added through 'Click here to add new item'
Give a name for the template set, business unit and acceptance as Manual Assigned. Hit save and you will see Details button
A new RFQ template can be created by clicking on Details button from the above screen
Give a template name, description, minimum sent (which defines the number of quotes needed to be sent), minimum response (which defines the number of responses need to be received before finalizing), required days (number of days which each RFQ is valid for), mandatory (yes/no)
Hit save to get Details button
RFQ template items can be added by clicking on Details button on the above screen
Add preferred suppliers, linked documents (which specifies the document category needed to be send out with email). Add line items - description, sequence, cost code, unit of measure, estimated minimum and maximum amount on quotes, acceptable variation percentage of the amounts, mandatory (yes/no). Hit Save
