Skip to main content
Skip table of contents

Create Request / Structure of a Request

To create a Request, follow these steps:

 

On the home page or above the Operations menu, open any Request list.

Click on the “New” button. A blank form opens.

 

Button for creating a new request

 

You can choose between different types of requests:

  1. Request for Quotation

  2. Contract request

  3. Cost estimate

  4. Free Quotation request

 

 

All mandatory fields are marked with an asterisk. If necessary, your company also works with organizational units. These are usually company codes. This is also declared as a mandatory field. In the list, you can see all the organizational units that are assigned to your user. The assignment of a project can also be set as a mandatory field for your company. Fill in all the required fields and click on "Create Request".

 

Selection of the request type and other fields

 

 

The request is created in the system. It will receive a request number according to your set number range or the field for the request number will remain empty if your company works without automatically generating the request number. In these cases, an internal reference number of your company should usually be entered manually.

 

First view when creating a request

 

Depending on the type of request, these are divided into the following tabs:

 

Tab

Description

Header

Display of the header data for the request.

Specifications (template)

Preparation of the bill of quantities (LV) of the request.  This tab is not displayed in the "Cost estimate".  In the case of the "Free quotation request" type, the tab is given the addition "(Template)".

Grounds

This is where attachments are added to the request and managed.

Suppliers/Status

 

Selection of suppliers to be invited to the request. The processing status of a supplier is also displayed here.

News

Once the request has been started, messages can be exchanged with the invited suppliers.

Offerings

Display of the bids that have been submitted.

Notes

Notes within your organizational unit

Log

Logging of all actions for the selected request.

 

On the following pages, the individual tabs are  explained in more detail

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.