Defining services for RFQs

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

To define services for RFQs:

  1. Open the Request for Quotation form.
  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. Work Order-Activity—Enter the work order and activity for the service.
  5. Equipment—Enter 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.
  6. Line—Enter the line number for the service.
  7. Type—Choose one of the following 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.
  8. Trade—Enter the trade associated with the service.
  9. Task—Enter the task for the service. The system automatically populates Trade, UOM, Hours Requested, and Task Qty.
  10. Task Qty.—Enter the number of units required for the service.
  11. Hours Requested—Enter the number of hours necessary to perform the service.
  12. Due Date—Enter the date by which the service should be complete.
  13. Delivery Address—Enter the location for the service.
  14. Comments—Enter any additional comments regarding the service.
  15. Click Submit.