Industrial Parts & Service Wiki

8.2 -NEW is unavailable but -REF is available. -REF was not one of the product types requested on the Capability and Sourcing Request. What do I do next?

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You may have a situation where the SSR/Customer has requested a -NEW product type on the Capability Request but not a -REF.  After doing the research, the sourcing team determines that the only thing that is available is a Refurbished model.  This product record was NOT originally created as it was not originally requested.

The process begins when the Buyer contacts the CSR team to let them know that they are unable to get the new product but that a Refurbished item is available.  

1. Go to the original Capability Request and Clone it with the appropriate options selected (Be sure it is tied to the Parent Request, and that the Options to be Priced and Sourced shows the Refurbished Option.

You would leave the Options Requested field with the original data as "refurbished" was not originally selected by the Customer/SSR.  You can enter a note in the comment field on the cloned C&S Report explaining why you are offering a product option that is not selected.

2. Create a Product Record for -REF.

3. Tie it to the cloned capability form number.

4. At this time, the process continues.  

Depending on whether the -REF pricing has already been given to the CSR Team, they may be able to pick this up at the point of communication with the the SSR and Customer.

As the -NEW request is not available, complete the process to close that  Capability Request out as a No Quote.

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