iSupplier Portal View RFQs

Oracle iSupplier Portal 11.5.X

Author: Julie Steder

Oracle Corporation
Creation Date: June 05, 2002
Last Updated: June 05, 2002
Version: 1.0

Contents

Overview..3
Types of RFQ's .......4
Entering an RFQ..4
Notifications.8
Conclusion...8

Overview
iSupplier Portal 11i.PRC_FP.F and above allows for RFQs (Request for Quotations) to
be sent to a supplier for pricing and information on an item or items. A buyer will enter a
RFQ via the Core Purchasing Application: Navigate > RFQs and Quotations > RFQ.
The request for quotation will then be sent to the supplier via iSupplier Portal.
Types of RFQs
There are 3 types of RFQs available:
1. Catalog: Used for high-volume items or items for which your supplier sends you
information regularly. A Catalog quotation or RFQ also includes price breaks at different
quantity levels.
2. Standard: Used for items you'll need only once or not very often, but not necessarily
for a specific, fixed quantity, location, a date. For example, you could use a Catalog
quotation or RFQ for office supplies, but use a Standard quotation or RFQ for a special
type of pen you don't order very often. A Standard quotation or RFQ also includes price
breaks at different quantity levels.
3. Bid: Used for a specific, fixed quantity, location, and date. For example, a Bid would
be used for a large or expensive piece of equipment that you've never ordered before, or
for an item that incurs transportation or other special costs. You cannot specify price
breaks for a Bid quotation or RFQ.
You can also define your own RFQ or quotation types using the Document Types
window.
Entering an RFQ
To enter RFQ header information:
1.

Enter a unique number for the RFQ if using manual numbering, otherwise Oracle
Purchasing will assign an RFQ number when the RFQ is saved.

2.

In the Type field, enter one of the document types defined for RFQs noted above
(Catalog, Standard or Bid).

3.

Enter the Ship-To and Bill-To locations for the items on the RFQ.

4.

Use the Status field to control the status of the RFQ. Status must be Active - Only
Active RFQs are viewable in iSupplier Portal.

5.

Enter the Due Date when you want your suppliers to reply.

6
Enter the Reply/Receive Via code for the method you want the supplier to use to
send the quotation. Example: by mail, telephone, or FAX.
7.

Enter the Close Date for the RFQ.

8. Select Require Quote Approval to enforce approval of any quotation referencing this
RFQ before the quotation can be used for a purchase order.
9.

Note: Purchasing displays your name as the Buyer.

10. Enter the beginning and ending Effective Dates for a supplier quotation.
To enter the RFQ Lines information:
1.

Select the Lines region in the RFQ window.

2.

Enter a unique Number for the RFQ line.

3.

Enter the line Type for the item.

4.

Enter the Item for your RFQ line.

5.

Enter the Revision number for the item on the requisition line.

6. Enter the purchasing category for your RFQ line. If you enter a predefined item,
Purchasing supplies the purchasing category.
7. Enter the item description for your RFQ. If you enter an item, purchasing supplies
this information.
8. Enter the UOM for your RFQ line. If you enter an item, Purchasing supplies this
information.
9.

Enter the suppliers number for the item. This is Optional.

10. Save you work.

Optionally, the buyer can enter further details about the RFQ line via the More tab.
See the screen shot below for an example of this entry:

The buyer indicates which supplier the RFQ should be sent to by selecting the Supplier
button at the bottom of the form. (Enter a supplier with access to iSupplier Portal.) See
screen shot displayed above.
Once the Supplier button is selected, the following form is displayed:

Optionally, the buyer can also enter Currency, Terms, and Price Break information.
The Supplier will then sign on to the iSupplier Portal Application and navigate to the
RFQ page: Navigate > iSupplier Portal (Full Access) > Orders Tab > RFQ
The supplier can then search by RFQ Number or Response Due by Date. The Advanced
Search button allows some further search capabilities. You can select to Show table data
when all conditions are met, or Show table data when any condition is met. You can also
indicate whether to use Match Case. The Match Case option will improve performance.
The supplier can export the RFQ information to print for their reference.
A screen shot is displayed below showing the search page as well as the RFQ Summary
Results of a search.

The supplier can click on the RFQ number to see further details regarding the RFQ. See
the screen shot displayed below:

The supplier can respond to the RFQ by sending a catalog quotation electronically using
the Purchasing Documents Open Interface or respond via FAX, email or phone.
Notifications
The buyer will receive the following types of notifications regarding the status of the
RFQ sent to the supplier via the Core Purchasing Application: Navigate > Purchasing
Super User > Notification Summary
RFQs for which the Status is Active and the current date is between the Due Date and
the Close Date on the RFQ. Purchasing sends a notification that the RFQ is approaching
expiration.
For notifications about RFQs expiration, you can choose a response of Close. The closed
notification won't reappear unless you change the expiration date on the document.
The buyer will also receive a notification if the RFQ has a Status of In Process.
Purchasing sends a notification that the document requires completion.

Conclusion
It is our desire that this paper has helped you understand the fundamentals of iSupplier
Portal View RFQs. We hope you are now better equipped to troubleshoot problems and
determine what needs to be done to resolve issues encountered. If you require further
assistance, please remember to log an iTAR with Oracle Support.
About the Author
Julie Steder is a Technical Analyst 2 with the Oracle Procurement Support Team. She has
been with Oracle Support for over 4 years.