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Procedure documentationExporting an RFx, RFx Template, RFx Line Items, or RFx Questions Locate this document in the navigation structure

 

As a purchaser, you can export an RFx or RFx template from SAP Sourcing to Microsoft Office Excel to create or change the RFx or RFx template offline. This is particularly useful if you need to enter many line items or questions.

The Excel workbook contains separate tabs for entering header information, line items, and questions, and for identifying the suppliers who are to bid on the RFx. It also includes value helps so that you do not have to remember, for example, the various plants or product categories, and it supports formula pricing. When you have completed the Excel workbook, you import it back to SAP Sourcing, where the RFx or RFx template is automatically updated with the new or changed data.

If the RFx or RFx template has been changed in SAP Sourcing after you exported it to Excel, a warning is displayed when you import the Excel workbook that the changes to the RFx or RFx template in SAP Sourcing may be lost if you continue with the import.

Prerequisites

You have created an RFx or RFx template with at least the minimum data in SAP Sourcing.

The RFx or RFx template can be in edit mode or display mode, and the RFx can be in any phase.

Procedure

Exporting an RFx or RFx Template

  1. In the Actions dropdown, choose Export RFx to Excel.

  2. In the file download dialog box, specify a name and location for the Excel workbook and save it.

Exporting RFx Line Items

Do one of the following:

  1. On the Line Items tab of the RFx, choose Export Line Items .

  2. In the file download dialog box, specify a name and location for the Excel workbook and save it.

or:

  1. From within an RFx or RFx template, choose Reports and select RFx Line Item Extract.

    The RFx Line Item Extract report appears. This report indicates the data and format that is used if the line items are re-imported.

    Note Note

    The Reports toolbar button appears after the RFx has been saved.

    End of the note.

  2. Choose the Export icon.

  3. In the file download dialog box, specify a name and location for the Excel workbook and save it.

Exporting RFx Questions

Do one of the following:

  1. On the Questions tab of the RFx, choose Export.

  2. In the file download dialog box, specify a name and location for the Excel workbook and save it.

or:

  1. From within an RFx or RFx template, choose Reports and select RFx Question Extract.

    The RFx Question Extract report appears. This report indicates the data and format that is used if the questions are re-imported.

    Note Note

    The Reports toolbar button appears after the RFx has been saved.

    End of the note.

  2. Choose the Export icon.

  3. In the file download dialog box, specify a name and location for the Excel workbook and save it.

More Information

Importing an RFx, RFX Template, RFx Questions, or RFx Line Items