Info Trackers -- Tool Quote Request

  Supplier Submit Quote

The Tool Quote Request Submit state Route will vary for different suppliers.

There will be a Task or Tasks, possibly in multiple Orders, for individuals at the supplier to perform to provide the quote.

See Select Supplier Workflow.

Access Task

The first Task Assignees receive an email notification when their Task is created.

View Example.

 

 

Click the link in the email.

Tasks may also be accessed from within ENOVIA, see View Tasks.

 

The ENOVIA Task PowerView displays from the link in the email notification:

Complete Quote Workbook

After accessing the ENOVIA Task, Check Out the Quote Workbook file and fill in your required data.

  1. Click the Check Out icon .

Do Not Use the Download icon as this will not lock the file, and data entered by you or another assignee may be lost.

The file opens in Excel on your computer and is locked from editing by anyone else.

With concurrent Tasks, the other Assignee(s) must wait until the file is checked in before checking out to enter data.

  1. Edit the file in Excel, adding your company's quote information.

  2. Save the spreadsheet.

    1. Do not rename the spreadsheet

  1. Close the spreadsheet.

  2. Either click Check-In next to the spreadsheet file in the File Transfers window or click the Check In icon on the ENOVIA Task page.

See Checkin a File for more information.

  1. Enter a Reason for Change of the Quote Workbook.

  2. Click Submit.

The file on the ENOVIA Task page will show a new Version number and is Unlocked.

Complete Data Entry Task

The assigned Task must be Completed after checking in the spreadsheet with your business area data.

  1. Enter a remark in the required Comments field on the ENOVIA Task page.

  1. Click on the Task PowerView, Properties tab tool bar, or click Actions on the Properties tab tool bar and select Complete.

The Task Properties tab redisplays in the Complete state.

The next Order of Submit state Tasks is sent or, after the last Task, the Route completes and the Info Tracker promotes to the Review state, starting a new, Review Route.

The TQR Info Tracker Owner/Originator receives an email notification that the route is complete and the first assignee in the Review Route receives Task notification.