Requests for Quotation

The Requests for Quotation (RFQ) list page shows all vendor quotation requests in the system. An RFQ is sent to a vendor to request pricing for specific goods. RFQs can be created manually or sourced from an Approved Purchase Requisition. Once a vendor responds, the RFQ can be closed and a Purchase Order created from it.

Accessing the Page

Navigate to Commerce → Procurement → Requests for Quotation in the sidebar, or go to /commerce/procurement/rfqs.

Notes

• This page is currently DEV-gated and only visible in development environments.
• Only Draft RFQs can be edited and deleted.
• Sending an RFQ to a vendor locks the document for editing.
• A Sent RFQ can be Closed once a vendor response is received and a PO is to be created.
• When sourced from a PR, each line shows the PR line reference and source quantity.
• Creating an RFQ from a PR does not close the PR — additional RFQs for different vendors can be created until the PR is short-closed or all lines are ordered via PO.

What you can do here

• Browse all RFQs with filtering by status and date range.
• Search by document number or vendor name.
• Create a new RFQ manually or from an Approved PR.
• View, edit, duplicate, or delete RFQs.
• Send, close, or cancel RFQs.
• Create a Purchase Order from a Sent or Closed RFQ.

Common tasks

1. Open Commerce → Procurement → Requests for Quotation from the sidebar.
2. Filter by Status = Sent to find RFQs awaiting vendor responses.
3. Click a row to review and then create a PO from the received pricing.

List Columns

Column	Default Visible	Sortable	Description
Doc #	Yes	Yes	System-generated RFQ number
Vendor	Yes	Yes	Business partner (vendor) name
Date	Yes	Yes	Document date
Response Deadline	Yes	Yes	Date vendor response is due
Status	Yes	Yes	Current workflow status badge
Grand Total	Yes	Yes	Total estimated amount
Source PR	No	No	Source Purchase Requisition number
Currency	No	No	Document currency
Reference	No	No	External reference number
Created	No	Yes	Creation timestamp
Updated	No	Yes	Last modification timestamp

Status Values

Status	Description
Draft	RFQ is being prepared; editable and deletable
Sent	RFQ sent to vendor; locked for editing
Closed	RFQ closed after vendor response; terminal state
Cancelled	RFQ cancelled; terminal state

Filtering

Filter	Type	Description
Search	Free text	Searches across document number and vendor name
Status	Dropdown	Filter by status; default shows all
From PR	Text	Filter by source PR number
Date From	Date	Show RFQs with a document date on or after this date
Date To	Date	Show RFQs with a document date on or before this date

Sorting

Click any sortable column header to sort ascending, then descending, then remove. Default sort: Created descending.

Pagination

Load More pattern — 20 records per load.

Actions

Page Actions

Action	Description	Permission
New RFQ	Navigate to the Create RFQ form	Write

Row Actions

Action	Description	Permission
View	Open the RFQ detail page	Read
Edit	Edit the RFQ — Draft only	Write
Duplicate	Create a copy as a new Draft	Write
Send	Transition Draft → Sent	Write
Close	Transition Sent → Closed	Write
Create Purchase Order	Create a PO from this RFQ	Write
Cancel RFQ	Transition Draft or Sent → Cancelled (requires reason)	Write
Delete	Permanently delete — Draft only	Admin

Deleting an RFQ

1. Locate the RFQ — it must have status Draft.
2. Click the row actions menu and select Delete.
3. A confirmation dialog warns that the deletion is permanent.
4. Click Delete to confirm.

Related Pages

• Purchase Requisitions — Source PRs for RFQs
• Purchase Orders — POs created from closed RFQs