About the PM Request For Quote Form

Use this form to create and maintain RFQs. RFQs are used to get an itemized breakdown of what it will take to complete the items on a change order, for example the labor, materials, equipment, and overhead costs.

For general information about RFQs, see Request for Quote.

Note: If you have RFQs that were entered using the legacy RFQ form (PM Request for Quote - 6.6), you can migrate that content into the new PM Request for Quote form. For more information, see PM Migrate Data.

The History tab lists all additions, changes, and deletions made to the RFQ. Each history record shows the change that was made, the date/time the change was made, and the user that made the change.

Copy an RFQ

If you have RFQs that are similar, you can use the RFQ copy feature (Tasks > Copy RFQ) to save time when creating new RFQs. For more information, see About the PM Request For Quote Copy Form.

Change Orders

The Change Orders tab displays detailed information about all of the change orders that are associated with the RFQ using the Related Items () feature. This includes pending change orders (PCOs), approved change orders (ACOs), PO change orders (POCOs), and subcontract change orders (SCOs).

To associate change orders with an RFQ:
  1. From the PM Request For Quote form, click on the Related Items () icon and select Add Related Items from the menu that displays.
  2. Use the PM Relate Items form to associate the RFQ with a PCO, ACO, POCO, or SCO.
  3. Open the Change Orders tab on the PM Request For Quote form. Click the Refresh () icon if a change order that is associated with the RFQ does not display.