Define the scope
Identify the project, products, destination and constraints before review begins.
Project procurement
Build a sourcing scope from your requisition, with commercial approval and document milestones defined before commitment.
Prepare this requirementAlign documents
State required material, traceability, inspection or calibration records at the start.
Prepare the handoff
Email handoff prepares the request for you to review and send.
From requisition to a defined sourcing scope
The proposed workflow starts with a review of the customer requisition. Confirm included lines, technical requirements, delivery destination and missing information before assessing sourcing options.
Proposed review sequence
- Review the requisition and resolve scope questions
- Document manufacturer preferences and proposed sourcing options
- Obtain customer approval of commercial terms and any deviations
- Agree document milestones and responsible parties before commitment
Your inputs and retained responsibilities
Provide the approved revision, quantities, requested dates and decision contacts. Engineering acceptance, contracting and delivery commitments are separate decisions; an RFQ is not an order.