Selection tab of RFQ - HxGN EAM - Version 11.07.01 - Feature Briefs - Hexagon

HxGN EAM RFQs

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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

The Selection tab is used to select and award items so the RFQ can be formally completed. Items can only be awarded when the RFQ has a status of All Quotations Received. At the top of this screen, the radio buttons allow the user to choose the item category (parts or service). Once the item category is selected, the grid is populated with the supplier quoted items in the selected category. A user may then formally Award Items or Cancel Award Items by selecting an item and clicking the appropriate link. When an item is awarded, the user is selecting a supplier quotation line to fulfill the item request. The requested items are grouped based on the Print Options selection on the RFQ header. To aid the user in the selection process, the following dataspys have been created:

  • Awarded and Undecided Items - Displays items that have been awarded and the list of undecided items.

  • All Items - Displays all items.

  • Lowest Priced (UOM) Items - Displays the lowest priced items in terms of units of measure (UOM) for each RFQ line or group of RFQ lines based on the Print Options selection of the RFQ.

  • Lowest Line Total Items - Displays the items with the lowest quotation line total for each RFQ line or group of RFQ lines based on the Print Options selection of the RFQ.

  • Earliest Delivery Date Items - Displays the items with the earliest delivery date for each RFQ line or group of RFQ lines based on the Print Options selection of the RFQ.

In addition to awarding items on the Selection tab, the customer may update the supplier parts catalog, generate a requisition, or generate a purchase order for the selected quotation lines.

These actions may be accomplished through the links on the Selection tab. The Selection tab has six specialized links:

  • Award Items - Click Award Items with selected quotation lines with statuses of Undecided; the system sets the selected quotation line statuses to Awarded. Awarded marks the quotation line as the best selection to fulfill an RFQ line or group of RFQ lines based on the Print Option selection of the RFQ.

    Once items have been awarded, click Calculate Costs on the RFQ header to calculate RFQ Awarded Totals.

  • Cancel Awarded Items - Click when the currently Awarded quotation line is selected to set the statuses of all quotation lines related to an RFQ line or group of RFQ lines based on the Print Option selection of the RFQ to Undecided.

  • Update Supplier Catalog - Click when part quotation lines are selected to open a popup for updating the supplier catalog with the values from the supplier quotation. These values are displayed in the popup grid for review.

  • Generate Requisition - Click when quotation lines are selected to open a popup opens for creating a requisition or for adding the selected quotation lines to an existing requisition. If the selected RFQ has been created from a requisition using the Generate RFQ functionality in HxGN EAMâ„¢, this popup is not available. The Generate Requisition popup is available when the selected RFQ has a status of All Quotations Received or Awarded.

  • Generate POs - Click when quotation lines are selected to open a popup for creating a purchase order or adding the selected quotation lines to an existing purchase order. If the selected RFQ has been created from a requisition using the Generate RFQ functionality in HxGN EAMâ„¢, this popup is not available. The Generate POs popup is available when the selected RFQ has a status of All Quotations Received or Awarded. When creating purchase orders from selected quotation lines, a purchase order is created for each selected supplier.

  • View Totals for All Suppliers - This popup displays quotation totals for each supplier. The prices are displayed in both the RFQ currency and the quotation currency. Quotations displayed in the popup may not have the same items quoted by each supplier.