The following describes how to retrieve a quotation sent by a supplier through Data Interchange (DI). All supplier quotations received from suppliers through DI are referring to a Request for quote (RFQ). This means that the RFQ has to exist in the Requests for quote file for you to be able to retrieve the quotation. For more information about RFQs, see About requesting quotations from your suppliers.
- Select the DI QUOTES/PRICECAT retrieval menu item.
- You access Confirm/generate RFQ. In the upper part of the panel you can enter selection parameters to retrieve any supplier quotations received through Data Interchange. To retrieve all quotations not previously updated in the system, leave all the selection fields blank. In the following fields you can further specify the selection:
- Quotation
- Set to YES to retrieve supplier quotations.
- Price catalogue
- You can retrieve both quotations and price catalogues in the same process, but for the purpose of this example, set this field to NO, meaning that you do not want to retrieve price catalogues in this selection. See Retrieve a supplier price catalogue received through Data Interchange for those instructions.
- Simulation
- This field allows you to perform a trial run of the process without updating anything in the system. The system will perform all validations and you will receive a printout informing you about any errors. Set to YES if you want to perform a trial run. For this example set to NO.
- Print appr. quotes
- Set to YES to receive a printout listing all quotations that were processed without any errors.
- Print rejected quot
- Set to YES to receive a printout listing all quotations that the system could not process because of errors or missing information.
Click OK to update. The system will search through the Data Interchange files and print a list with all processed/not processed supplier quotations received through Data Interchange.
If any quotation was sent by your supplier through Data Interchange, and the system did not find any errors in the retrieval process, the corresponding Request for Quote (RFQ) is updated with the information in the quotation. For information about how to handle retrieved quotations, see Manually register a supplier quotation.
Related topics
- About supplier quotations and price catalogues
- Retrieve a supplier price catalogue received through Data Interchange
- Manually register a supplier quotation
- Create a purchase order from a supplier quotation
- Create a supplier agreement from a supplier quotation
- Update purchase prices from a supplier quotation or supplier price catalogue
- About requesting quotations from your suppliers