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Header data tab of the Request

On the tab "Header data" you can define general information and apply rules concerning the Request.

Request, tab Header data

The following information is displayed:

Field

Description

General section

Request no.

The Request receives a fixed set number

 

Description

Name of the Request (80 characters)

Short description

Description

With the help of the button  the text can be opened in an extra window. As a result, even longer text can be read clearly.

Request Type

Determines the type of Request, i.e., price Request or Contract Request

Contact

Select a user. The contact details of the contact person are displayed to the supplier in the Request.

Created by

User who created the Request

Created on

Date (TT. MM.YYYY) when the Request was created.

Status

Status of the Request

Processor

User within the same organizational unit who should have access to the Request

Section "Submission deadline"

Submission deadline

Date (TT. MM.YYYY) and time (HH:MM).

After reaching the submission deadline, the Request ends and the status of the Request changes to "Closed". Thereafter, it is no longer possible for the supplier to submit a quotation.

Option "Open quotations before the deadline"

If the option is selected, the quotations can also be opened and viewed before the deadline is reached. Otherwise, this is only possible after expiry of the deadline.

Option "Separation of technical and commercial quotation data"

By activating this option, the suppliers are required to separate technical and commercial quotation files during the upload.

Sources

Items list import (GAEB/Excel)

Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate

Free text

 

Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate

Contracts

 

Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate

Orders

Source for the supplier to create a quotation. Only available for requests of the types Free Quotation and Cost estimate

Section “Presettings / Settings”

Quotation must be fully priced

With this option, you can specify whether only fully priced quotations are allowed and can be submitted in your Request. This option means that your contractors must specify a price for all requested items in the items list.

Predefined prices (Percental surcharge and discount transaction)

If the option is selected, the unit prices from the Request are displayed to the supplier as default prices, including in the quotation.

Furthermore, the option "Discount to total amount" is automatically marked and cannot be changed.

The supplier cannot change the predefinded prices

If the option is checked, the default price = quotation price is in the quotation and cannot be changed. The supplier can only give a discount (surcharge / discount) on the total amount.

Discount on lot / order item

If the option is checked, the supplier can also add an absolute or percentage discount  or surcharge on his quotation. The discount / surcharge is considered as a header condition when transferred to SAP.

Separation of technical and commercial quotation data

By activating this option, a technical verification and evaluation of the quotation data can be done before the actual opening of the quotations. At the time of the technical review, the user only has access to bidder texts and technical attachments to the quotation. Finally, a technical evaluation of a bid can be made by entering a bonus or malus. This is followed by the well-known quotation opening and the evaluation of the commercial quotation data in the price comparison list by the purchaser.

No publication of the request

If the option is activated, there will be no official call for request via the FUTURA platform. The selected suppliers will not see the request in their access and they will not receive any notifications via e-mail about this request. You should only activate this option if a request has already been carried out outside the FUTURA and there are quotations for it. You can then import the quotations by yourself or alternatively maintain them in the price comparison list.

Section "Delivery dates, delivery address"

Start date

Start of service execution or delivery

End date

End of service execution or delivery

Name 1

Execution / Delivery address field

Name 2

Delivery address field

Street

Delivery address field

ZIP CODE

Delivery address field

Place

Delivery address field

"SAP Integration" section

Submission no.

The Submission no. is read from SAP.

Purch. Org.

Corresponds to the purchasing organization from SAP

Company Code

Corresponds to the company code from SAP

Purchasing group

Corresponds to the purchasing group from SAP

Plant

Corresponds to the plant from SAP

Material group

Corresponds to the SAP material group

 

Note:

The SAP integration data is only required if the "Transfer quotations to SAP" interface is licensed. For more information, see chapter Transfer quotations to SAP

 

Option: No publication of the request

 

If the option is activated, there will be no official call for request via the FUTURA platform. The selected suppliers will not see the request in their access and they will not receive any notifications via e-mail about this request. You should only activate this option if a request has already been carried out outside the FUTURA and there are quotations for it. You can then import the quotations by yourself or alternatively maintain them in the price comparison list.

This feature must be set up by FUTURA in order for you to use it. If you are interested, please let us know via your administrator.

 

Fig.: "No publication" option set

For manual maintenance of quotations in an RFQ, see Subsequent addition of quotations

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