The Quoting History functionality gives you the ability to see what changes have been made in RFQs at the list and line levels, such as status changes, line qty changes, etc. The system also tracks who authored the changes (user name), when the changes occurred (time stamp), as well as other tracked events.
List Level History
History for an RFQ at the List Level is accessible by opening the History modal in the RFQ. You will see a chronological list of events in the Activity Stream side modal. It will display how the system identifies the event, who initiated the event, and the time stamp. Click on History at the top of the RFQ.
These are the List Level events that can be recorded as follows:
- RFQ Consolidation Settings
- RFQ Status Change
- RFQ Due Date
- Line items:
- List added to RFQ
- List removed from RFQ
- Qty changed
- Assignments:
- Apply sourcing levels
- Apply internal assignments
- Ref pricing
- Submit:
- Submit Action
- Responses:
- Ref pricing
- Upload responses
- Create scenario
- Edit scenario
- Suppliers tab: open or reopen
- RFQ:
- Close/Reopen
Line Level History
History at the Line Level of an RFQ is accessible on the Assignments, Responses, or Review & Implement pages by clicking on the History icon to the far right of the specific line item.
The line level Activity Stream modal will open up on the right side and you will see a chronological list of line item events that identifies the event, who initiated it and when.
These are the Line Level events that can be recorded as follows:
- Assignments:
- Assign suppliers
- Field edit
- Responses:
- Field edit
- Unassign
- Quota updated via applied scenario
- Quota updated via group edit
- Supplier unassigned
- Target price edit
- Awarded line items
- Acceptance status edit
- Award status edit
- Calculate formulas edit
- Review & implement:
- Field edit
- Implemented on edit
- Comments:
- Internal / External