Defining services for RFQs

Define services for RFQs. The system copies values to each new part line.

To define services for RFQs:

  1. Select Purchasing > Quotes > Requests for Quotations.
  2. Select the record for which to define services, and then click the Services tab.
  3. Click Add Service Line. The system automatically populates Line, Type, and Delivery Address.
  4. Specify this information:
    Work Order-Activity
    Specify the work order and activity for the service.
    Equipment
    Specify the equipment to be used for the service if work order is MEC. The system automatically populates Equipment Org., Project-Budget, Related Work Order, and Department.
    Line
    Specify the line number for the service.
    Type
    Choose one of these options:
    • ST (Hours From Service)
    • SF (Fixed Price Service)

      The system protects Trade and Task, sets Hours Requested to 1 and protects the field.

    • SH (Contractor Hire)

      The system clears and protects Work Order, Activity, Equipment, Equipment Org., Related Work Order, Department, Project, and Budget, makes Trade required, and makes Task optional.

    Trade
    Specify the trade associated with the service.
    Task
    Specify the task for the service. The system automatically populates Trade, UOM, Hours Requested, and Task Qty.
    Task Qty.
    Specify the number of units required for the service.
    Hours Requested
    Specify the number of hours necessary to perform the service.
    Due Date
    Specify the date by which the service should be complete.
    Delivery Address
    Specify the location for the service.
    Comments
    Specify any additional comments regarding the service.
  5. Click Submit.