Tab header data of the free text request (Step 2)
The steps described below are the same in each request type.
You will see a blank input form which you can fill out. The form receives a request for quotation number based on its configured number range or the field for the request number remains empty, if your company works without an automatic generator for the request numbers. In the latter case, you may need to manually enter a reference number assigned internally by your company. This may be. e.g., the collective number used in the SAP system.
You can now fill in the available fields, e.g., a meaningful description. The suppliers will be informed of the technical and commercial contact persons in the invitation they receive by e-mail. If your internal contacts have entered their contact details, they will be mentioned in the invitation as well.
The deadline is mandatory. Please enter a date and a time.
Filling in the header data
Choosing the currency for the request items
Determine which currency is to be used exclusively for the entire process. All items you create will then have this currency preselected.
You also need to define the language to be used for units of measure. The language determines how the units of measure used in the request for quotation are displayed to your suppliers in the item list. Specified units of measure from the SAP master data for German, such as ST (piece), are automatically translated into the English equivalent, PC (pieces).
Set language of master data for the request
Declare attachments as requiring confirmation
In the lower area of the header data, you have the option of adding relevant attachments to the request. Mark documents as subject to confirmation if required. As a result, all participating companies must first confirm these documents first before the full request can be viewed.
Declaring attachments as subject to confirmation
Maximum file size of attachments for the upload in the request
You can use files with a maximum total size of 100 MB per file for the upload. You can also upload multiple files up to this maximum size.
With the button "Next" at the bottom right, you save your data and switch to the next step "Items".
A request is automatically created as soon as you switch from the "Header data" to the "Items" tab in the creation process. In this case, the request is given the status "In preparation".
Requests with the status "In preparation" can be found in the navigation menu with the same designation. Here you can open the requests and continue editing them. In the overview lists, requests with the status "In preparation" can be deleted with the trash button.
Click here for step 3: