RFQ/RFP
An RFQ (request for quote) is how Procurement sources pricing for an approved requisition: pick a set of vendors, invite them, and record what each one quotes. Testing Hub has none yet, so the page shows Active RFQs, Recorded Quotes, and Awarded RFQs all at zero, and a banner reading "Approve a procurement requisition first, then convert it into an RFQ" in place of the usual create flow.
Create an RFQ from an approved request
1
Click New RFQ. This only works once at least one requisition has been marked Approved.
2
Pick the Approved Request this RFQ is sourcing for. Its title and description prefill the RFQ Title and Description, and both stay editable.
3
Set a Deadline and a Currency for quotes.
4
Under Attach Vendors, check every vendor you want to invite. Only active vendors from the Vendors directory appear here.
5
Click Create RFQ.
Record a quote and award a vendor
1
Click Manage on an RFQ's row. The dialog shows its RFQ number, status, deadline, and the request it's linked to, alongside every quote recorded so far.
2
Under Record Quote, pick one of the invited vendors, enter the amount, currency, and the date it was submitted, and add any notes on delivery or terms. Click Save Quote.
3
Once a vendor's quote looks like the one to go with, click Award Vendor on it.
Awarding closes the RFQ
Once an RFQ has an awarded vendor, its status becomes Awarded: Save Quote and Award Vendor both stop working on it, so double-check before awarding.
Turning an award into a contract
Awarding a vendor doesn't create a contract by itself. See Contracts for that step, which pulls the vendor, amount, and linked request straight from the awarded RFQ.