RFQ Quotation Lifecycle

The RFQ Quotation is also referred to as a Quotation. When a Request For Quotation (RFQ) is promoted to the Sent state by Buyers, ENOVIA Sourcing Central creates an RFQ Quotation object (in the Open state) for each supplier. The RFQ Quotation is then moved through its lifecycle by Suppliers.

Only the owner and co-owners of a quotation can change its state.

For an overview of all the events that occur in each state, a summary of how to make changes to an RFQ and RFQ Quotation during each state, and prerequisites and consequences of changing an RFQ, see Sourcing Central User's Guide.

The Quotation lifecycle includes these states:

Open

The supplier fills in required attributes, adds documents, and enters bid information. The supplier then promotes the Quotation to the Review state.

If the RFQ is in a route, the route can be set up to prevent the item from being promoted until the route is complete. If there is a route that is blocking the promotion of the item, the Lifecycle page displays in the arrow that points to the next state.

Review

Reviewers review, comment on, and approve the quotation. The supplier then promotes the Quotation to the Returned state.

Returned

Buyers evaluate the quotation and award line items in this lifecycle state.

Closed

The system automatically promotes the quotation to Closed when the buyer promotes the RFQ to Closed.