Automation for RFQs

RFQ objects are governed by the RFQ policy.

Request for Quotes (RFQs) were called Request to Suppliers (RTS) in previous versions of the application and therefore some administrative objects and properties refer to RTS instead of RFQ.

This table describes the triggers for RFQs:

eService Trigger Program Parameters Object Trigger Program and JPO Method Description of Action

N: PolicyRequestToSupplierStateStartedPromoteCheck

R: StateStartedPromoteCheck

(installed with the ENOVIA Live Collaboration)

 eServiceCheckRoutes_if.tcl Prevents promotion if the RFQ is in an unfinished route. This trigger is only used if the route creator specified the state as a block promotion state for the RFQ.

N: PolicyRequestToSupplierStateInitialPackageReviewPromoteCheck

R: StateInitialPackageReviewPromoteCheck

(installed with the ENOVIA Live Collaboration)

N: PolicyRequestToSupplierStatePackageSentPromoteCheck

R: StatePackageSentPromoteCheck

(installed with the ENOVIA Live Collaboration)

N: PolicyRequestToSupplierStateResponseCompletePromoteCheck

R: StateResponseCompletePromoteCheck

(installed with the ENOVIA Live Collaboration)

N: PolicyRequestToSupplierStateFinalPackageReviewPromoteCheck

R: StateFinalPackageReviewPromoteCheck

(installed with the ENOVIA Live Collaboration)

N: PolicyRequestToSupplierStateStartedPromoteCheck

R: RequestedDateCheck

JPO: emxRFQ

Method: canPromote method

Makes sure the Quote Requested By date is later than the current date plus the value for emxSourcing.TimeHorizonValue.See Configuring RFQ and Quotation Properties.

N: PolicyRequestToSupplierStateInitialPackageReviewPromoteCheck

R: RequestedDateCheck

N: RelationshipRFQTemplateCreateAction

R: CreateDefaultAGs

JPO: emxRFQTemplate

Method: connectDefaultLineItemTemplate

When an RFQ template is specified for an RFQ, this trigger creates default attribute groups from the RFQ template.

N: PolicyRequestToSupplierStateStartedPromoteCheck

R: CheckConnectedLineItemsSuppliers

JPO: emxRFQ

Method: triggerPromoteCheckIntialReview

When an RFQ is promoted to Initial Review, this trigger makes sure the RFQ has at least one line item and one supplier.

N: PolicyRequestToSupplierStateInitialPackageReviewPromoteAction

R: SendRFQQuotations

JPO: emxRFQ

Method: triggerPromoteActionInitialReview

When an RFQ is promoted to Sent, this trigger creates the necessary RFQ Quotation and Supplier Line Item objects for each supplier and line item connected to the RFQ. If this is the first revision of the RFQ, only creation of new RFQ Quotation objects is performed, since all suppliers will be new. For suppliers removed from the RFQ's previous round, the trigger notifies these suppliers that they are no longer providing a quote for the RFQ. For new suppliers, the system checks for an RFQ quotation from a previous round created for the supplier and notifies these suppliers that they have been designated to provide a quote for the RFQ.

N: PolicyRequestToSupplierStatePackageSentPromoteCheck

R: CheckQuoteRequestedByDate

JPO: emxRFQ

Method: triggerPromoteCheckSent

This trigger blocks promotion to Response Complete unless the Quote Requested By Date has been reached or all connected quotations have reached the Returned state.

N: PolicyRFQStateSentPromoteAction

R: SuspendReturnUnfilledQuotations

JPO: emxRFQ

Method: triggerPromoteActionSent

When an RFQ is promoted to Response Complete, this trigger suspends all quotations that have not been returned.

N: PolicyRequestToSupplierStateFinalPackageReviewPromoteAction

R: CloseAllQuotations

JPO: emxRFQ

Method: triggerPromoteActionFinalReview

When an RFQ is promoted to Complete, this trigger promotes all quotations to Closed. If the RFQ is connected to a package and all other RFQs in the package are Complete, the trigger also promotes the package.

N: TypeRFQDeleteCheck

R: DeletingSourcingRelatedObjects

JPO: emxRFQ

Method: triggerDeleteCheck

If this RFQ has a previous revision, then un-suspend all connected RFQ Quotations and connect them from the previous revision. Any RFQ Quotation whose supplier is not connected to the previous revision's RFQ is deleted.

N: PolicyRequestToSupplierStateFinalPackageReviewPromoteCheck

R: CheckAwardStatus

JPO: emxRFQ

Method: triggerPromoteCheckFinalPackageReview

When an RFQ is promoted to Complete, this trigger checks if at least one line item is awarded.
N: RelationshipRFQSupplierCreateAction

R: createQuotation

 JPO: SourcingRFQ

Method: createQuotation

 Appends the Company Key for that supplier to the Secondary Keys attribute for all Workspace Vault objects connected to the RFQ
     

The PerformDueDateCheck property controls the checking that occurs when an RFQ is created or edited only. To turn off the due date check when an RFQ is promoted to Initial Review or Sent, demote the eService Trigger Program Parameter objects to Inactive.

When: Check the Quote Requested By date when the RFQ is:

emxSourcing.TimeHorizonValue=true

created or edited

If the RFQ is edited when in the Sent state, the buyer can change the date to a later date, even if the new date is earlier than the TimeHorizonValue, but the buyer cannot change the date to an earlier date.

this eService Trigger Program Parameters object is Active:

Name: PolicyRequestToSupplierStateStartedPromoteCheck

Revision: RequestedDateCheck

promoted to Initial Review

this eService Trigger Program Parameters object is Active:

Name: PolicyRequestToSupplierStateInitialPackageReviewPromoteCheck

Revision: RequestedDateCheck

promoted to Sent