Accepting or Rejecting Quotations

This section describes how to accept or reject the different quotations.

This task shows you how to:

Before you begin:

For each quotation returned from suppliers, you will receive an e-mail notification, and can accept each product included in the quotation. An "Accepted" indicator appears in the product record.

You can reject a product in a returned quotation. When this action is performed, a "Rejected" indicator appears in the product record and an automatic email is generated to the RFQ supplier as a notification that the quotation line has been rejected. Moreover, you can choose to create a new quotation round.

Note that you cannot accept or reject a returned quotation if the supplier performs the "no bid" action.

Accept or Reject Quotations in RFQ Workspace

This section describes how to accept or reject quotations in RFQ workspace.

  1. From the global toolbar, click > RFQs. The RFQs page opens listing all the available RFQs and quotations.

  2. Select one or more quotations and then click Actions > Accept Quotation to accept the quotations or click Reject Quotation to reject them.

Accept or Reject Quotations in a Product

This section describes how to accept or reject quotations in a product.

Before you begin: Ensure that you are in the RFQ List page. See Listing RFQs from a Product.

  1. Select one or more quotations and then to accept the quotations.

  2. From the tab Actions menu, click Accept Quotation to accept or click Reject Quotation to reject them.

Accept or Reject Quotations in a RFQ

This section describes how to accept or reject quotations in a RFQ.

  1. From the global toolbar, click > RFQs. The RFQs page opens listing all the available RFQs and quotations.

  2. Click Name of a RFQ record or click at the end of the row. The Properties page opens.

  3. From the page toolbar, click Categories > Quotations, select the quotations and then click Actions > Accept Quotation to accept the quotations or click Reject Quotation to reject them.