# Requests for quotation

> Request for quotation list, form and details — invited suppliers, quotation entry, comparison, decision and the resulting draft order.

URL: https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/teklif-istekleri

A request for quotation is used to ask several suppliers about the same list of items. The items are written once,
each invited supplier's price is entered in the document and the quotations are compared **side by side in the same
document**. From the decided items, **a single draft order** is created per winning supplier. A request for quotation
makes no commitment to the supplier; it creates no stock or financial movement and has no approval step.

- **Type:** Screen
- **Module:** Procurement
- **Menu path:** Satın Alma › Kaynak Bulma › Teklif İstekleri (Procurement › Sourcing › Requests for Quotation)
- **Screen route:** `/erp/procurement/rfqs`
- **Required permission:** `erp-procurement-rfqs.view (görme) · .create (oluşturma) · .edit (gönderme, davetli ekleme, teklif girişi, karar) · .delete (iptal)`

## Request for quotation list

| Column | Description |
|---|---|
| Teklif No (RFQ No) | `TKL-yyyy-nnnnnn`; click to open the details. |
| Konu (Subject) | The subject of the document. |
| İstek Tarihi · Son Teklif (Request Date · Quotation Deadline) | The request date and the quotation deadline (for information). |
| Durum (Status) | See the status table below. |
| Yanıt (Responses) | Number of suppliers who quoted / number invited. |
| Karara Bağlanan (Decided) | Number of decided items. |
| Sorumlu · Para Birimi (Responsible · Currency) | |

**Filters:** Ara (Search), Durum (Status). The **Yeni Teklif İsteği** (New Request for Quotation) button opens the
form.

## Request for quotation form

![New RFQ from a requisition — invitees and lines](https://erpdocs.corexlogic.com/en/en/img/screens/satin-alma/teklif-istegi-olustur.png)
1. Select Suppliers — invitees
2. Quote deadline — informational
3. Subject (required)
4. Currency — all quotes in this currency
5. Line from the requisition; quantity = remainder
6. Save and Send

| Field | Rule |
|---|---|
| **Davet Edilecek Tedarikçiler** (Suppliers to Invite) | **Tedarikçi Seç** (Select Supplier) lets you select several suppliers from the list (**Davet et** (Invite)). At least one supplier is needed to send; a draft can be saved with an empty invitee list. An inactive card or one without the supplier role cannot be invited. |
| **İstek Tarihi** (Request Date) | Mandatory; today is proposed. |
| **Son Teklif Tarihi** (Quotation Deadline) | Optional, for information; cannot be before the request date. A quotation that arrives after the date has passed can still be entered. |
| **Konu** (Subject) | Mandatory, at most 256 characters. When opened from a requisition, "TLP-… talebi" (requisition TLP-…) is proposed. |
| **Para Birimi** (Currency) | Mandatory; all quotations are collected in this currency, there is no exchange rate conversion. |
| **Kalemler** (Items) | At least one item. **Kalem ekle** (Add item): select a requisition from its list and click **Ekle** (Add) to bring in the requisition's open lines ("talepten" (from requisition) label; the quantity is the requisition's remainder and can be corrected), or select an item with **Listeden Seç** (Select from List). The quantity must be greater than zero. |
| Not (Note) | Optional, at most 1024 characters. |

The **Teklif İsteği Oluştur** (Create Request for Quotation) button in the requisition details opens the form with the
requisition's remaining lines. Lines can be taken only from requisitions in **Talep Edildi** (Requested) and **Kısmen
Siparişte** (Partially Ordered).

**Taslak Kaydet** (Save Draft) leaves the document as a draft; **Kaydet ve Gönder** (Save and Send) saves it and marks
it as sent to the suppliers.

## Request for quotation details

![Quote comparison and award](https://erpdocs.corexlogic.com/en/en/img/screens/satin-alma/teklif-karsilastirma.png)
1. Enter Quote — per supplier
2. Best net price highlighted
3. Winner — supplier per line
4. Selection reason required
5. Selects the best quotes
6. Award — draft order is created

The details consist of three sections:

- **Davetliler** (Invitees): On each supplier's card, the response status (**Yanıt Bekleniyor** (Awaiting Response),
  **Teklif Verdi** (Quoted), **Teklif Vermedi** (Declined)), quotation total, validity and payment terms, along with
  the **Teklif Gir** (Enter Quotation), **Excel'den Yükle** (Upload from Excel), **Vermedi** (Declined) and
  supplier-specific **Çıktı** (Output) buttons.
- **Belge Bilgileri** (Document Information): Konu (Subject), Para Birimi (Currency), İstek Tarihi (Request Date),
  Son Teklif (Quotation Deadline), Gönderim (Sent), Sorumlu (Responsible).
- **Karşılaştırma** (Comparison): One row per item; each supplier's net unit price (with the list price and discount
  below it), line amount and lead time. For an item with several quotations, **the best quotation is colored and
  marked with ↓**; the choice is not imposed. **Son Alış** (Last Purchase) is the item's most recent goods receipt
  price from any supplier. In the **Karar** (Decision) column, the winning supplier and the **gerekçe (zorunlu)**
  (reason (mandatory)) are entered.

### Quotation entry

![Quote entry dialog](https://erpdocs.corexlogic.com/en/en/img/screens/satin-alma/teklif-girisi.png)
1. Unit price (list price)
2. Discount %
3. Lead time (days)
4. Quote valid until
5. Payment terms — carried to the order
6. Save Quote

In the **Teklif Gir** (Enter Quotation) window, **Birim Fiyat** (Unit Price), **İsk. %** (Disc. %) and **Termin
(gün)** (Lead Time (days)) are entered per item; an item left empty is considered not quoted. **Ticari Şartlar**
(Commercial Terms): validity date, payment terms, supplier note. To open a cell, double-click it or select the cell
and start typing. Rules: price and lead time cannot be negative; more than one price cannot be given for the same
item. **Excel'den Yükle** (Upload from Excel) reads the completed version of the quotation form sent to the supplier.
Quotations can be entered only in a sent document.

**Vermedi** (Declined) records that the supplier will not quote (with an optional note); it is a decision distinct
from no response. The quotation of a supplier that has a decided item cannot be withdrawn.

### Making the decision

1. On the item row, select the supplier from the **Kazanan seçin** (Select winner) list, or select those with the
   lowest net price with **En Uygun Teklifleri Seç** (Select Best Quotations).
2. Enter a **Gerekçe (zorunlu)** (Reason (mandatory)) for each selected item.
3. Click **Karara Bağla (n)** (Decide (n)). No confirmation window opens; the decisions are saved.

When the decision is made:

- **One draft purchase order** (`SA-…`) is created per winning supplier: price = list price + quotation discount,
  expected delivery = the **longest** lead time of the winning quotations, note "TKL-… teklif isteğinden
  oluşturuldu." (Created from request for quotation TKL-….), payment terms from the quotation if specified there,
  payment term and Incoterms from the supplier card. The order's responsible person is the person who made the
  decision.
- The **discounted** unit price and lead time of the winning quotation are written to **Tedarikçi Fiyatları**
  (Supplier Prices) as the agreed price (evidence is added to the price history).
- In the document, the winner, the reason and the number of the resulting order are shown under the item.

![Awarded RFQ and the resulting order](https://erpdocs.corexlogic.com/en/en/img/screens/satin-alma/teklif-karara-baglandi.png)
1. Status: Awarded
2. Winner and reason
3. Order created by the award

### Statuses

| Status | Meaning |
|---|---|
| **Taslak** (Draft) | The item and invitee lists can be changed freely. |
| **Teklif Bekleniyor** (Awaiting Quotations) | Sent to the suppliers. The item list can no longer change; quotation entry and adding invitees are allowed. |
| **Kısmen Karara Bağlandı** (Partially Decided) | Some of the items have been decided; the rest are open. |
| **Karara Bağlandı** (Decided) | All items have been decided. |
| **İptal** (Cancelled) | Abandoned. Orders created from decided items are not affected. |

### Actions

| Status | Action |
|---|---|
| Taslak (Draft) | **Düzenle** (Edit) · **Tedarikçilere Gönder** (Send to Suppliers) |
| Teklif Bekleniyor, Kısmen Karara Bağlandı (Awaiting Quotations, Partially Decided) | **Davetli Ekle** (Add Invitee) · **Teklif Gir** (Enter Quotation) · **Excel'den Yükle** (Upload from Excel) · **Vermedi** (Declined) · **Karara Bağla** (Decide) |
| Other than Karara Bağlandı (Decided) and İptal (Cancelled) | **İptal Et** (Cancel) — **İptal gerekçesi** (Cancellation reason) mandatory (`delete` permission) |
| Any status | **Çıktı** (Output; quotation form) |

### Rejection messages

| Message | Reason |
|---|---|
| Teklif isteği en az bir tedarikçiye gönderilmelidir. (The request for quotation must be sent to at least one supplier.) | Sending without invitees. |
| Teklif isteği en az bir kalem içermelidir. (The request for quotation must contain at least one item.) | Saving/sending without items. |
| Yalnız Taslak durumundaki teklif isteği düzenlenebilir. (Only a request for quotation in Draft status can be edited.) | Editing a sent document. |
| Teklif girişi yalnız gönderilmiş teklif isteğinde yapılabilir. (Quotations can be entered only in a sent request for quotation.) | Quotation entry in a draft. |
| 'T-0002' 10. kaleme fiyat vermedi — karara bağlanamaz. ('T-0002' did not quote item 10 — it cannot be decided.) | A supplier without a price was selected. |
| 10. satır için seçim gerekçesi zorunludur. (A selection reason is mandatory for line 10.) | The reason is empty. |
| Karara bağlanacak en az bir kalem seçilmelidir. (At least one item to decide must be selected.) | Decision without a selection. |
| Tamamı karara bağlanmış teklif isteği iptal edilemez. (A fully decided request for quotation cannot be cancelled.) | |
| Bu tedarikçi zaten davet edilmiş. (This supplier has already been invited.) | |
| Yalnız gönderilmiş ve kısmen sipariş edilmiş talepler için teklif istenebilir. (Quotations can be requested only for submitted and partially ordered requisitions.) | A line from a draft / closed requisition. |

## Related

- [Create a request for quotation](https://erpdocs.corexlogic.com/en/satin-alma/islemler/teklif-istegi-olusturma)
- [Compare quotations](https://erpdocs.corexlogic.com/en/satin-alma/islemler/teklifleri-karsilastirma)
- [Purchase orders](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/satinalma-siparisleri)
- Analytics › **Teklif Tasarrufu** (Quotation Savings): [Procurement reports](https://erpdocs.corexlogic.com/en/satin-alma/ekranlar/analitik)