RDA to Purch. Quotes

In this dashboard the user can manage and advance the approved purchase requests for which the relative offers must be created, it is possible to monitor the entire approval flow through the progress of the statuses and fields dedicated to viewing documents linked to purchase requests on the dashboard.

You can also undo approval for a Purchase Request.

Purchase Requests in the dashboard can have one of the following Status:

  • RDA Approved

  • Quote created

  • Quote Pending Approval

RDA Quote creation for a not existing vendor

If a record in the dashboard has Document Type RDA and Status RDA Approved it is possible to create one or more quotes following the procedure below:

  1. In Search type RDA to Purch. Quotes then click on the first result

  2. On the opened page select the record with status Quote Approved then click on Create Purchase Quote button

  3. On the message displayed click Yes

  4. On the new opened page select the vendor to whom you want to make the Quote then click OK

  5. On the message displayed click Ok

  6. Repeat the steps 2, 3, 4, 5, if you want to create N Quotes linked to an RDA

  7. On RDA to Purch. Quotes page click on the number in Linked Quotes No. field to view the created Quotes

  8. On page RDA Quotes you can send the Purchase Request to the vendor by email by clicking on Send confirmation by email button

  9. On page RDA Quotes you can navigate documents and complete them with the amount, before sending them in approval by clicking on Document Type field

  10. On the document displayed you can navigate and check the created quote completing it inserting, for example, the line amount

  11. once the amount has been added to quotes, you can send them in approval by clicking on Send Approval Request

RDA Quote creation for an existing vendor

If a record in the dashboard has Document Type RDA and Status RDA Approved it is possible to create one or more quotes following the procedure below:

  1. In Search type RDA to Purch. Quotes then click on the first result

  2. On the opened page select the record with status Quote Approved then click on Create Purchase Quote button

  3. On the message displayed click Yes

  4. On the message displayed click Ok

  5. Repeat the steps 2, 3, 4, if you want to create N Quotes linked to an RDA and make them to other vendors in addition to the vendor to whom the RDA document is made out

  6. On RDA to Purch. Quotes page click on the number in Linked Quotes No. field to view the created Quotes

  7. On page RDA Quotes you can send the Purchase Request to the vendor by email by clicking on Send confirmation by email button

  8. On page RDA Quotes you can navigate documents and complete them with the amount, before sending them in approval by clicking on Document Type field

  9. On the document displayed you can navigate and check the created quote completing it inserting, for example, the line amount

  10. once the amount has been added to quotes, you can send them in approval by clicking on Send Approval Request

Undo a Purchase Request

On RDA to Purch. Quotes dashboard you can undo a purchase request by following the steps below:

  1. Select the document's record for which you want to undo approval
  2. Click on Undo RDA button
  3. Confirm the operation by clicking Yes on the message displayed

The record will be removed from the dashboard and the Purchase Request's Status will return to Open.