Search for Sourcing Request
Step-by-step guide
You can search for Sourcing Request by using RFQ Filters. On the left side in the Sourcing Page you can find three Tabs:
Request status
Quotation status
Filters
When you open the Tab 'Request status' you will find following filters.
Field name (Request status) | Description |
|---|---|
Active requests | You can see all active requests here. Active excludes: New, Finalized, Cancelled. |
New | Request is parked. In order to send this request to suppliers, press the ‘Submit request’ button. |
In Approval | You can view all In approval request here. |
Rejected | You can view all rejected requests here. |
Submitted | You can view all submitted requests here. |
Opened | Invited suppliers can now reply to this request by sending proposals. If you want to shop items from received proposals, you have to wait for this request to be closed by the system. In case have been assigned additional authorization, you can close this request manually by pressing the ‘Close request’ button. |
Closed | Request has been Closed. Suppliers cannot submit proposals anymore. You can select proposed items and you can add those into your basket. |
Finalized | Request has been Finalized. You are not allowed to purchase items from received proposals anymore. |
Cancelled | You can view all canceled requests here. |
On the next Tab 'Quotation status' you will find following filters.
In the sourcing process, a single offer from a supplier is considered sufficient for a sourcing request to proceed. Once at least one valid offer is received, the request can move forward to the next stage in the approval or evaluation workflow. There is no minimum requirement for multiple offers; one offer fulfills the basic sourcing requirement.
It is important to note that the same sourcing request may appear under different status filters.
Field name (Quotation status) | Description |
|---|---|
Basket created | "Basket Created" refers to the initiation of a sourcing process, where a collection of selected items, services, or requirements is grouped together into a structured request (basket) for procurement or supplier quotation. |
Can be ordered | The "Can be Ordered" status indicates that the sourcing request has successfully gone through the approval or evaluation process, and all necessary conditions have been met. |
Rejected | If the same request is later declined or not accepted, it could also appear under the "Rejected" status. |
In approval | A sourcing request that is currently under review might be displayed under the "In Approval" status. |
Received | The "Received" status indicates that the requested goods, services, or offers have been successfully delivered or received by the organization. |
On the next Tab 'Filters' you will find following filters:
Field name (Filters) | Description |
|---|---|
Created by me | You can see all request created by me. |
All | You can see all request. |
Created/Changed by | You can search the name who has created or changed the request. |
Request name | You can search with request name. |
Supplier name | You can search with supplier name. |
Supplier ID | You can search with supplier id. |
External reference number | You can search with external reference number. This number will be find in supplier intern system. |
Additional Information