Quotation Lifecycle

A Quotation is processed by moving it through the states in its lifecycle. For example, a Request For Quotation (RFQ) is created and promoted through its lifecycle to the Sent state by Buyers. At this point, the Quotation object is generated in the Open state and moved through its lifecycle by Suppliers.

If the item is in a route, the route can be set up to prevent the item from being promoted until the route is complete. If there is a route that is blocking the promotion of the item, the Lifecycle page displays in the arrow that points to the next state.

Only the owner and co-owners of a quotation can change its state.

For an overview of all the events that occur in each state, see Supplier Central help Overview of RFQ Processing in Chapter 4. For a summary of how to make changes to an RFQ during each state, see Supplier Central help Making Changes to RFQs in Chapter 4. For information on the prerequisites and consequences of changing an RFQ to a specific state, see:

• Supplier Central help Making an RFQ Available for Review in Chapter 4.
• Supplier Central help Sending an RFQ to Suppliers in Chapter 4.
• Supplier Central help Closing the Bidding for an RFQ in Chapter 4.
• Supplier Central help Completing an RFQ in Chapter 4.

The following describes the states included in the RFQ lifecycle:

Started

The Buyer adds suppliers and line items, and other optional components such as documents and attributes.

Initial Review

The Reviewers review and comment on RFQ.

Sent

The Buyer promotes to Sent to send the RFQ to suppliers. The system automatically creates a quotation for each supplier.

Response Complete

The system automatically promotes the RFQ to Response Complete when all quotations are returned. The Buyer makes line item award recommendations.

Final Review

The Reviewers review and comment on awards.

Complete

The Buyer promotes to Complete and system promotes all quotations to Closed.