On the RFQ Responses page in Quoting, you can track how your RFQ is progressing. Once lines are submitted to your suppliers, your parts are visible here on the Responses page. You will see a summary showing Spend and Savings, Applied Scenario, Suppliers, Total Responses, and Internal Activity.
On the Responses page, there are four tabs available to you. The tabs consist of Responses, Suppliers, Scenarios, and Spend and Savings.
Through these tabs, you will see the supplier's status and breakdown of responses. You can review KPIs calculated based on prices received by your suppliers. If needed, you can manually respond on behalf of the suppliers. Editable fields on the Responses page are intended for supplier responses and any custom columns as per the template settings. After reviewing your responses, you can then create scenarios to determine your preferred selected suppliers. As you award suppliers, the system will send notifications for the line items to which they were awarded.
Unassign Line Items
As needed you can unassign line items for your suppliers. Within the Responses tab, select the parts and then click on Unassign.
The Unassign Items modal will open. The window will instruct that once you click on Unassign "Items will be removed from responses page, and suppliers will be unassigned". Click on Unassign again to confirm.
Spends and Savings
As RFQ responses come in, you can potentially see the various results comparative to your "Ref Savings". You’ll see this in the Spend and Savings tab on your RFQ Responses page.
Calculations are done at line level and aggregated here for the entire RFQ. Depending on the number of formulas, you can continue scrolling right to view all of the available results.
By default, the Spend & Savings formulas are calculated based on Unit Cost price (Quote Price * Markup). Additional functionality allows you to calculate savings based on another custom column of your choice by clicking on Set Criteria.
Click on the "Select Column" dropdown to choose the column you want to be used for the Savings calculations. Then click on Save to finish modifying your "Set Criteria" selection.
For example, if you are looking to add other costs to the Quote Price, and thereby create a Total Cost (custom column), then you can choose to see the Savings calculated based on this Total Cost.
To add additional custom columns to the “Set Criteria” modal, as an admin you will need to enable the “Available to Scenarios” option under the Internal Rule in forecast and part category templates.
In addition to viewing the "Total" for the entire RFQ, you can see Spend and Savings breakdowns grouped by your selected choice. There are a few default options available. The default "Total RFQ", will remains displayed, and then you can use the "View By" dropdown selection to select the “Group By”.
To allow you to control when the Spend and Savings calculations should update, you must click on the Refresh Savings button to trigger updates whenever prices, ref prices, ref quota or quotas change.
Lowest Price Costing
Similar to Reference Price, the Lowest Current Cost represents an additional data point for comparison to the price quoted by a supplier in an RFQ when you click on Costing.
Populating the Lowest Current Cost through the Costing functionality will work in the background until all items are processed for pricing. You can continue to work within the RFQ as the Current Lowest Cost details are being populated. Once started, it cannot be canceled. More details are available in the article on Costing for Lowest Current Cost in an RFQ.
Supplier Responses Report Card
As you begin the review of your suppliers' responses, look at the Suppliers tab on the Responses page as the RFQ advances. This gives a report card offering you a snapshot overview of each supplier’s progress.
You’ll see the information a supplier has added, even if they did not submit their RFQ yet. There’s a summary count for each supplier, displaying how many lines were sent to them, number of lines currently quoted and unquoted, or those marked as “No Bid”.
Next, there’s two columns called Progress and RFQ Progress, which uses icons and a percentage to help indicate the status of each supplier’s RFQ.
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(N) Notified - Supplier was notified via email of the RFQ customer submitted.
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(O) Opened - Supplier logged into the supplier portal and opened the RFQ.
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(R) Responded - At least one response has been submitted. A supplier will only have a status of “Responded” after they have submitted their RFQ.
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(C) Completed - Suppliers have indicated the RFQ as “Completed”.
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(A) Accepted - once lines have been Awarded, suppliers have an “Accept Award” button at the RFQ level.
To the right of the RFQ Progress column, you will then see the timestamps for when each of those steps were completed.
You also can search for suppliers after they've submitted their line items. This helps you locate specific suppliers to see their progress in your RFQs. When you enter a supplier's name in the search box, then the matching supplier(s) are displayed in the result set. This search is not case-sensitive.
Supplier Filter
You can apply a filter from the Suppliers tab by clicking on the name of a specific supplier in your RFQ. Then on the Responses tab you'll see a filter applied showing the responses from that specific supplier.
The Spend and Savings tab will now display specifically for that supplier, as well as the selected supplier and their competitors, so all these can be compared against the entire RFQ.
RFQ Filters Dropdown
There is a Filters dropdown in your RFQ Responses page, which is available in your Responses tab. This allows you to see specific line items, including All, Quoted, Unquoted, with Errors, the Recommended parts by your suppliers, or Not Awarded Group.
The Quoted and Unquoted filters help you to easily see the specific lines that have been quoted to you by your suppliers or parts still waiting on their responses. The Errors filter displays line items needing your attention due to errors. More information on troubleshooting errors can be found in this article. The Recommended filter will show you all of the line items that have recommendations on either MPN or manufacturer fields, making it easy to see all the recommendations at one glance. Lastly, the filter of ”Not Awarded Group”, will display any lines not awarded based on its IPN, Plant and Subcontractor group. You can read more information on this filter in the article of RFQ Filter - Not Awarded Group.