On preparing requests for quotation, technical evaluation checklists are assigned to inquiries and then copied to the quote summaries when approving the inquiry.
Pre-defined technical evaluation checklists are automatically copied to an inquiry in the following cases:
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You assign material or service types to an inquiry, either on Prepare RFQ > Inquiry Details or on Inquiry RFQ > Materials and Services page.
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You assign a requisition to the inquiry on the Prepare RFQ > Requisitions page, whereas the requisition requires a technical evaluation and a material or service type has been assigned to the requisition.
Apart from these automatic assignments, you can assign additional technical evaluation checklists to an inquiry on the Inquiry tab of the Prepare RFQ > Technical Evaluation Checklists page.
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Click Add Row.
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Select a Material or Service.
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Select a pre-defined checklist from the Seq list.
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Alternatively, create a new checklist as follows:
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Type a unique sequence number in the Seq cell.
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Type the checklist Criterion and Description.
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If scorecard usage is enabled (ZP_TE_SCCA is set to Y), enter the Weight of this criterion.
All weights of the checklist criteria for a material or service must add up to 100%.
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Optionally, type a File Name.
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Optionally, select a Document Code from the list.
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Click Save.
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Alternatively, copy pre-defined checklists from a template set, as follows:
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Click Copy.
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In the Copy TEC Set dialog, select a Material or Service.
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Select a TEC Set.
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Click Copy.
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Optionally, if scorecard usage is enabled (ZP_TE_SCCA is set to Y), specify sub-criteria as follows:
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Click a Criterion.
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In the Sub Criteria dialog, click Add Row.
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Type a sequence in the Seq cell.
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Type the checklist Criterion and Description.
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Enter the Weight of this criterion.
All weights of the sub-criteria under a criterion must add up to 100%.
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