Use Case
- All of your vendors have completed the RFQ web form. Now it's time for you to decide on a winning vendor.
- You also want to ensure that the data captured in the RFQ web form and on the pre-item record (PIR) is organized as an item record in NetSuite.
Steps
Click the Winning RFQ button to mark the selected vendor as the ‘Winner’.
Navigate to the associated PIR record. You can quickly access the associated PIR by clicking on the PIR List Ref field.
On the PIR record, mark the Constitute Items checkbox as checked/true to constitute the items from your winning vendor’s RFQ. You can also use the Winning RFQ button while in View Mode.
The Winning Factory Vendor field will be populated with the RFQ you selected as the ‘Winner’.
Note: If you have checked the Constitute Items checkbox prior to selecting a winning vendor, then when marking your vendor’s RFQ as the winner, the RFQ’s items will be constituted on the PIR record automatically without needing to mark it again.
The items you have constituted will be mapped and populated on the connected opportunity record based on the data in the PIR record (which was populated from the winning vendor). Please note that this process will only occur once, and the constituted item will be of the item type specified on the eXtendRFQ Setup page by your NetSuite Administrator.
You can now proceed with creating a quote / estimate from the opportunity record with the constituted items from your winning vendor.
Note: PIR records can be created directly from the custom record without creating an opportunity record.