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.

1. Available only if RFQ exists and is released.
2. Select wanted PQL lines and select the Check Document Changed right mouse button menu option .
3. 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.

1. Available for parts only if RFQ exists and is released.
2. Select required PQL lines and select the right mouse button menu option Check Characteristics Changed.
3. 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.