Editing an Open Request

Once an RFx has been sent out to vendors and is in Open status, you can update following fields via the Edit function on the Actions menu:

• Title and Req ID
• Close Date and Time
• Shipping Address
• Payment Type
• Invite additional vendors
• Notes to Vendor
• Attach additional files

Choose the open request and select Actions > Edit. This will bring you to a screen wherein the above fields can be added to and changed. Once you are satisfied with the changes, you can select Save and Send to update the RFx and choose whether or not to notify vendors of the changes you made.

You cannot change the description, quantity, or items on the request once it has been moved to Open status. If you need to change these fields, you will have to cancel this request and create a new one. This ensures that vendors have the most accurate information when submitting bids.

The Extend function allows you to push the close date for the request out. You can choose whether or not you want vendors to be notified of this new close date.

You can also make a copy of your request by using the Clone function on the Actions menu. This will create a new RFx in Draft status as a duplicate of the cloned RFx, allowing you to add to or update any necessary information before sending it out to vendors.

You can close a request before the scheduled close date using the Close function.

In order to cancel the request, use the Cancel function within the Actions menu. This will send a cancellation notice to all vendors, and alert those who have already submitted a bid that it is no longer valid.
Then open a new request with the Request Quotes button and update the quantities, description, part numbers, etc. and send it out to the same group of vendors.

Supervisors can reassign an RFx to another user with the Reassign function.

You can Print or Download the RFx as a PDF or Excel spreadsheet as well.

The RFx Log will show you an audit trail of the RFx's history.