RFQs
A document sent to suppliers to collect comparable offers against set requirements and deadlines.
- API name:
purchasequoterequests - Domain: Purchases
- Modules: Purchasing analytics, Purchasing
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Name | label | Text | ||
| RFQ number | uid | Text | The number is a human-readable, unique identifier for the record. | |
| Day | date | Date | Yes | |
| Deal | purchasedealId | Reference | ||
| Requisition | purchaserequisitionId | Reference | ||
| User | userId | User | ||
| Date required | dateRequired | Date | Calendar date without time of date. | |
| Expiration date | dateExpiration | Date | Last calendar date this offer or entitlement remains valid. | |
| Tags | tagIds | Tags | ||
| Comments | comments | Text Area | ||
| Data | data | Data | ||
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Sent by | sentBy | User | ||
| Sent at | sentAt | Date and Time | ||
| Closed by | closedBy | User | ||
| Closed at | closedAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
Deal purchasedealId | Purchase deals | reference |
Requisition purchaserequisitionId | Purchase requisitions | reference |
User userId | Users | reference |
Tags tagIds | Tags | reference |
Actions
What you can do with a record. Every action also sends the webhook event purchasequoterequests.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new rfq. | App · API · MCP · CLI |
| Edit | update | Save changes to this rfq. | App · API · MCP · CLI |
| Send | send | Send this rfq to the customer. | App · API · MCP · CLI |
| Close bidding | close | Stops supplier quote entry and freezes lines for comparison. | App · API · MCP · CLI |
| Reopen bidding | unclose | Allows supplier quotes on this request again. | App · API · MCP · CLI |
| Block | block | Stop edits and deletion of this rfq. It stays visible and can still appear on existing documents. Unblock to edit again. | App · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this rfq again. | App · API · MCP · CLI |
| Archive | archive | Retire this rfq from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · API · MCP · CLI |
| Restore | unarchive | Return this rfq to active lists and actions. | App · API · MCP · CLI |
| Delete | delete | Delete this rfq and the data that belongs with it. This cannot be undone. | App · API · CLI |
States
How a record moves from state to state. Archive and block can happen in any state.