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Administrator Guide
Last Updated: 2023-06-23
Maintain Request for Quotes

Maintain Request for Quotes

Security domains in the Procurement functional area:
  • Process: Request for Quotes - Cancel
  • Process: Request for Quotes - Change
  • Process: Request for Quotes - Close
  • Process: Request for Quotes - Create/Edit
  • Process: Request for Quotes - Post
  • Process: Request for Quotes - Reporting
  • Process: Request for Quotes - View
After you create and submit a request for quote (RFQ), you can perform actions, such as post or modify the RFQ, based on its current status.
  1. Access the
    Find Request for Quotes (RFQ)
     report and identify the RFQ to modify.
  2. Select from these related actions on the RFQ:
    Option Description
    Edit
    You can only edit the RFQ document when it's in
    Draft
     status.
    Cancel
    Enables you to cancel the RFQ document before or after approving the RFQ.
    When the RFQ source is a requisition, select the
    Uncheck RFQ Required on Requisition Lines(s)
     check box to:
    • Clear the
      RFQ Required
       check box from requisition lines for goods and services.
    • Return the backing requisition lines to the requisition pool.
    You can't cancel the RFQ once it's in the award stage.
    If you configure notifications, Workday sends an
    RFQ Canceled Notification
     to suppliers who received the RFQ.
    Change
    Enables you to edit the RFQ document before or after posting the RFQ.
    • Repost the RFQ to make it available for bidding and enable suppliers to record responses.
    • Once suppliers create responses, you can only add lines and suppliers to the RFQ.
    You can't change the RFQ once it's in the award stage.
    Close
    Enables you to close the RFQ document when it's no longer needed.
    When the RFQ source is a requisition, select the
    Uncheck RFQ Required on Requisition Lines(s)
     check box to:
    • Clear the
      RFQ Required
       check box from requisition lines for goods and services.
    • Return the associated requisition lines to the requisition pool when there are quantities or amounts available for awarding.
    You can only close the RFQ when it's in the award stage.
    Copy
    Enables you to copy an RFQ and create a new RFQ.
    Post
    Once the RFQ is
    Approved
    , Workday enables you to:
    • Send the RFQ electronically and open it for bidding.
    • Record supplier responses against the RFQ.
    Workday sends the document based on the supplier’s preference in the
    Issue Option
     and
    Override Contact Email
    prompts in the
    Create Request for Quote
     task.
    Printable Version
    Approve RFQs before creating a printable version.
    Compare RFQ Responses
    Enables you to compare RFQ responses from suppliers by selecting two or more bid responses. You can view:
    • A side-by side comparison summary of supplier information and response totals.
    • Bid requirement responses and line responses.
    • Lowest quote per line, with an option to view it as a chart.