sdr/rfi/car process - create request for information by ......from the list sdr/rfi/car process -...

11
SDR/RFI/CAR Process - Create Request for Information by external user 1/11 PowerMax INTRODUCTION Create Request for Information by external user Purpose: Use this procedure to Create a Request for Information by external user Transaction Code Name: Create Notification SDR/RFI Transaction Code: Create Notification SDR/RFI Path from SAP Easy Access Screen: XXXX Related Process Flow: XXXX Prerequisites: XXXX Helpful Hints: XXXX Notes: This document uses the following abbreviations to identify required fields: R - required field O - optional field C - conditional field that could be required depending on the task you are performing

Upload: others

Post on 24-Jan-2021

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

1/11 PowerMax

INTRODUCTION

Create Request for Information by external user

Purpose: Use this procedure to Create a Request for Information by external user

Transaction Code Name: Create Notification SDR/RFI

Transaction Code: Create Notification SDR/RFI

Path from SAP Easy Access Screen: XXXX

Related Process Flow: XXXX

Prerequisites: XXXX

Helpful Hints: XXXX

Notes:

This document uses the following abbreviations to identify required fields:

R - required field O - optional field C - conditional field that could be required depending on the task you are

performing

Page 2: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

2/11 PowerMax

PROCEDURE

Home

1.

In this demonstration you will see how to create a Request for Information by an external user

Home

Page 3: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

3/11 PowerMax

2. Click the tile Create NotificationSDR/RFI .

Create New Notification

3. Click Drop-down to choose Notification Type.

Create New Notification

Page 4: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

4/11 PowerMax

4. Select RFI to create Request for Information.

Create New Notification

5. Click Drop-down to choose Purchase Order.Note: it is optional to enter Purchase Order.It can be added on the next page before submitting or at a later time.

Create New Notification

6. Purchase Order pop-up search specific to your Supplier ID

You can either type Purchase Order number in the Search field or you can select Purchase Order from the list

Page 5: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

5/11 PowerMax

Create New Notification

7. As required, complete/review the following fields:

Field R/O/C Description

Search R Example: *719

Create New Notification

8. Choose the desired Purchase Order. Example: .

Page 6: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

6/11 PowerMax

Create New Notification

9. Click GO button to continue.

Create New Notification

10. As required, complete/review the following fields:

Field R/O/C Description

Information Request R Enter the full details of what you are requesting. Example: Need clarification of the drawing

Page 7: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

7/11 PowerMax

Create New Notification

11. Click the Attachment button if you want to add an attachment.

Create New Notification

12. As required, complete/review the following fields:

Field R/O/C Description

Add Attachment O Click the "+" to select attachment(s) and select related file(s) to attach.

Page 8: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

8/11 PowerMax

Create New Notification

13. Click Route button to route the notification to Verifier.

Route

14. Click Drop-down to choose a verifier.

Page 9: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

9/11 PowerMax

Route

15. Choose a Verifier from the list or use Search field .

Route

16. Click OK button to continue.

Page 10: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

10/11 PowerMax

Success

17. You will receive a success message with the notification number.You can note the number if you wish.

Click OK button to go back to the launchpad.

Page 11: SDR/RFI/CAR Process - Create Request for Information by ......from the list SDR/RFI/CAR Process - Create Request for Information by external user 5/11 PowerMax Create New Notification

SDR/RFI/CAR Process - Create Request for Information by external user

11/11 PowerMax

END OF PROCEDURE