Orders with RFQ's
When a Request for Quote (RFQ) is transmitted electronically to Eaton AND the user has brought in Eaton's RFQ response, users can then send an order that uses the special pricing. Without Eaton's electronic response, OASIS is unable to successfully transmit the order because we must have not only the RFQ approval number but also the line numbers of the Quote in FLASH.
Projects that have RFQ electronic responses will not only have the RFQ number that you can see in the MFG Quote field as well as the numbers of the corresponding line numbers in Flash.
Please note that the RFQ button is yellow indicating there was an electronic response from Eaton.
Convert the order as normal. Users will NOT see an MFG Quote number on the general tab
The MFG quote number will appear on the individual lines in the MFG quote column.
When ready to transmit the order, click on the "Print" button. OASIS will bring up the Print PO box make sure the manufacturer PO says "Send Direct!" and click "Ok"
OASIS will bring up a preview screen that will allow the user to view the order, send it to Eaton and print a copy of the order for their file. Click "Send Now."
OASIS will ask you how you want to interact with Flash
If you want to convert the Flash quote, OASIS will have Flash convert its quote into order in Flash and then update the records in OASIS to match. If this process is selected, the Eaton specific information box will then pop up.
If you send the OASIS order, it will not link to the Flash quote but will contain the RFQ number.
OASIS will bring up the Eaton specific information dialog box. All of the information in the selection boxes comes from the Flash server.
Add the following General information:
- CUD Code-
- Application- All orders must have an application selected
- Promotion-Choose a promo code
- National Account-Add National Account information here
- Shipping Conditions-
- Freight Terms-
- Special Considerations-
OASIS will pull the Alt address from the Address Tab
OASIS will pull the End User PO # from the general tab and display it here. Choose the contractor from the list.