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Derive RFQ (multi-vendor bidding)

A plain Duplicate creates a standalone copy of a record. Derive RFQ is built for procurement: you start from a master Request for Quotation and create another RFQ for a different supplier while keeping a permanent parent–child link in the system.

That link is what makes multi-vendor bidding practical—you compare the same parts and specifications across Businesses without retyping line items for every vendor.

Duplicate vs. Derive RFQ

	Duplicate	Derive RFQ
Data entry	Copies data into a new, independent record.	Copies data and targets a new supplier on a linked RFQ.
System link	No parent–child relationship.	Records stay related (master ↔ derived).
Navigation	Find each RFQ separately in the master list.	Open the master and use Derived RFQs in the summary menu (plus normal list views).
Typical use	General copying.	Competitive bidding (same items, different vendors).

How to use Derive RFQ

1. Select the base (master) RFQ

Open an existing RFQ that already has the products, specifications, and other fields you want to reuse—for example RFQ30.

You can start from:

The Requests for Quotation list (⋯ → Derive RFQ), or
The RFQ detail page (Derive RFQ in the top action bar—alongside Edit, Approve, Delete, depending on your role).

2. Run Derive RFQ

From the list, click ⋯ on the master row and choose Derive RFQ.

Requests for Quotation list with row menu showing Derive RFQ among Edit, Duplicate, Approve, Delete — List row ⋯ → **Derive RFQ**.

3. Change supplier on the pre-filled form

UniCMMS opens the RFQ form with General, Products, shipping, and quote fields largely carried over from the master. Go to Supplier information, open the Supplier dropdown, and pick a different business (for example Quebec Industrial Authority instead of Maple Industrial Supplies Ltd.). Update address / phone / fax if the registry values need tweaks for this bid.

Derived RFQ form with Supplier dropdown open and General and Products prefilled — Pre-filled derive form — choose the **new supplier**.

4. Submit

Click Submit. The system assigns a new code (for example RFQ33) while keeping the link to the original master (RFQ30).

RFQ list showing RFQ33 for Quebec Industrial Authority and RFQ30 for Maple Industrial Supplies with same name and dates — Master and derived rows in the list — same scope, **different suppliers** and **codes**.

A major benefit is tracking the whole bidding package from the master record.

On the detail page of the original RFQ, open Derived RFQs in the left summary menu (next to Summary, Attachments, and similar entries).

RFQ30 detail page with Derived RFQs selected showing table with linked RFQ33 — Master RFQ detail — **Derived RFQs** lists every child RFQ.

Consolidated view — One table lists all RFQs derived from this master (Code, Name, Supplier, Status, Description, Updated at, and so on).
Status tracking — See which supplier packages are still Draft, Approved, Validated, or other states your tenant uses.
Quick navigation — Click a Code (for example RFQ33) to open that vendor’s RFQ without hunting only from the global list.