When batch requesting quotes, the RFQs should generate lines on the PCO

[sean_penkethmanCGAFU]

Currently, when you create a PCO and batch request quotes, RFQs with numbering (ex. 0001) if it hasn't been responded to but on the PCO tab, there are no sub lines to show there are pending RFQs related to that PCO. Because of this, you can't type in an estimated value for an RFQ until after the contractor has responded. 

Proposed change would be that if the batch request quotations is used, it will generate corresponding subitems on the PCO in the same way Batch Create Cost Item works. This would allow the project manager to put in an estimated value for a sub item that has been sent out for quotation. 

[ian_turner]

Hi @sean_penkethmanCGAFU 

That defeats the purpose of batch request as designed. We don't want to have lots of redundant cost items for trades that aren't impacted.

From our recent call we understood your workflow is to send $0 SCOs anyway and want all batch request Subs to respond so that is a different use case, but something we can consider how best to support

[sean_penkethmanCGAFU]

Hi @ian_turner. The redundancy would be mitigated by the selection of subcontractors in the batch request quotations pop-up screen. If the subcontractor is not check boxed in the dropdown because they are not an impacted trade then they would not get notified at all.  New lines would only be generated on the PCO tab for the contractors that were selected in the pop-up. If a contractor responds with close no impact, it could be configured to drop the line off of the PCO tab. And if the RFQ is reopened and proposed then it would put a cost item back on the PCO tab. 

Right now the only way to put an estimated value down for a cost item that you sent an RFQ for is to make a duplicate cost item to hold the number, but once the contractor responds to the RFQ, you now have two cost items for the same thing. Or the other alternative is to create a cost item for each contractor then draft RFQs line by line, then go to the RFQ tab and send them line by line. 

[ian_turner]

Hi @sean_penkethmanCGAFU 

🙂 That's the opposite of the currently designed behaviour. 

Only adding cost items when a Sub is affected already works well for many customers so we don't propose to completely reverse that logic, rather think about how else we can tackle it.

EG, would your issue be resolved if when you use the batch request function, we add an option to auto generate cost items?

[sean_penkethmanCGAFU]

Hi @ian_turner 

I agree. In my mind I do see the possibility to both maintain the current function (since it is already working well for many customers) but also incorporate the added function you mentioned for auto generating cost items. If the auto generate is what i am thinking, it does sound like it would resolve our issues. 

I think you and I may be on the same page but just misinterpreting each other. Maybe it is work a short call to visually demonstrate what each of us are envisioning.