TABLE OF CONTENTS

  1. Introduction
  2. Custom Field Configuration
  3. Quote Submission Flow
  4. Conversion Flow
  5. Org Settings → Field Customization
  6. CAPP vs. SAPP
  7. Quote Analysis and Award Process
  8. Value Addition
  9. Module Applicability

Introduction

We are pleased to introduce a new enhancement in the RFQ (Request for Quote) process for Vesuvius . This update involves the introduction of a mandatory custom field (CF) at the header level for suppliers, which must be filled in during the quote submission or re-quote process. The custom field input will be carried through all stages—from RFQ to Quote Conversion (QC) and eventually to the Purchase Order (PO).

Custom Field Configuration

Before:

  • The previous RFQ flow did not require the inclusion of custom fields at the header level for suppliers.

After:

  • In the Org Settings → Field Customization, users can now configure CFs to be visible and required for input by suppliers. When marked as “Visible to Supplier” and “Input by Supplier,” this field becomes mandatory during the quote or re-quote submission.

Quote Submission Flow

  • In both CAPP (Customer App) and SAPP (Supplier App), suppliers will see the custom field under the “Quote Info Fields” section during the quote submission process.
  • Bulk Upload Option: Suppliers can now provide their inputs via both the UI and the bulk upload responses.

Conversion Flow

Before:

  • The RFQ flow and quote conversion did not carry forward custom field inputs from suppliers.

After:

  • Once the supplier submits their quote, the custom field input will be carried through the conversion process from RFQ to QC and then to PO, ensuring consistency across the entire procurement cycle.

Org Settings → Field Customization

  • If Visible to Supplier but not Input by Supplier, the custom field will only appear during RFQ creation, editing, amendments, conversions, and cloning but can only be filled out by the customer.
  • If Input by Supplier is selected, the custom field will be hidden from the RFQ view but displayed on the Quote/Re-Quote submission page under the “Quote Info Fields” section.

CAPP vs. SAPP

CAPP:

  • In the Customer App, the custom field will not be visible in the RFQ view but will be available in the “Supplier Quote Response” view.

SAPP:

  • In the Supplier App, the custom field will be visible, and suppliers will be able to provide input during the quote submission process.

Quote Analysis and Award Process

  • After quote submission, customers can utilize the Advanced Settings on the analysis page to view and compare the custom field responses provided by suppliers.
  • During the awarding process and conversion from RFQ to QC, the custom field response will also be carried forward for a seamless transition.

Value Addition

This enhancement streamlines the RFQ-to-QC-to-PO process by ensuring that critical information provided by suppliers during quote submission is carried through all stages of the procurement process. It improves accuracy, consistency, and decision-making throughout.

Module Applicability (Impacted Areas)

  • RFQ (Request for Quote) Module
  • Supplier Quote Response Module
  • Quote Conversion (QC) Module
  • Purchase Order (PO) Module

For any questions or further clarification, please feel free to contact our support team at support@aerchain.io.