Handle Changes in PQL
Explanation
After the RFQ (Request For Quotation) has been created, it is possible to modify the PQL
(project Quotation List). Dates and quantities
can be modified. All modifications done after an RFQ is
created will update the indicators for this.
After the RFQ is released more checks have to be done:
- Check whether documents or
document survey are changed since the RFQ was released.
- Check whether characteristic
attribute values have changed since the RFQ was released.
These checks are done
manually with the available right mouse button options.
If any of the indicators are set,
you can update the RFQ with these new values by performing the appropriate right
mouse button menu option. See Modify RFQ From PQL, and Revalidate RFQ Dates From PQL
activities for more
information.
Prerequisites
- An RFQ must have been created.
System Effects
- The Date Changed check box will be selected if the dates are
changed after the RFQ is created. The check box is selected automatically if
the value in Wanted Delivery Date, Valid From Date or Valid To Date is
modified after the RFQ is created.
- The Quantity Changed checkbox will be selected if the quantity is
changed after the RFQ is created. The check box is selected automatically if
the value in Max Purch Qty or Std Order Qty is modified after the RFQ is
created.
- The Document Changed check box will be selected if connected
documents have been changed after the RFQ is released such as attaching or
changing a document to the Misc .Part demand line. The check box can only be
selected by clicking on the Check Document Changed right mouse button
menu option.
- The Characteristics Changed check box will be selected if part
characteristics have been changed after the RFQ is released. The check box
can only be selected when running the Check Characteristics Changed
menu option.
Window
Project/Quotation
List
Project
Product/Quotation List (Project Delivery)
Related Window Descriptions
Request For Quotation
Order Quotation Lines
Agreement Quotation Lines
Quotation
Order Quotation Approval
Agreement Quotation Approval
Supplier Agreement
Procedure
Check whether documents
are changed since RFQ was released.
- Available only if RFQ exists and is released.
- Select wanted PQL lines and select the Check Document
Changed right mouse button menu option .
- The Document Changed check box will be checked if anything was
changed after RFQ was released.
Check whether characteristics values have changed since
RFQ was released.
- Available for parts only if RFQ exists and is
released.
- Select required PQL lines and select the right mouse button menu option Check
Characteristics Changed.
- The Characteristic Changed check box will be checked if any
attributes have been changed or added.
Exception: If the part revision in PDM Configuration is not released and an
attribute has been removed from the characteristics attribute list in Part Catalog, the
check box will not be selected.