Requests for Quotation

Workist XML

Supported document type: Requests for Quotation (RFQ)
File extension: .xml

The Workist XML format for requests for quotation follows a similar structure to orders, with RFQ-specific fields such as request date and quote submission deadline.

info

Requests for quotation are also supported by the SAP IDoc ORDERS05 format.

Full Example

<?xml version="1.0" encoding="UTF-8"?>
<Rfq>
    <General>
        <Sell_to_Customer>
            <Customer_Number>CUST-12345</Customer_Number>
            <Name>Acme Corporation</Name>
            <Country>DE</Country>
            <Country_Subdivision>BY</Country_Subdivision>
            <Customer_Type>regular</Customer_Type>
        </Sell_to_Customer>
        <Request_Date>2025-03-15</Request_Date>
        <Quote_Deadline>2025-04-01</Quote_Deadline>
        <Customer_Request_number>RFQ-2025-0010</Customer_Request_number>
        <Project_Number>PRJ-500</Project_Number>
        <Info_Text>Requesting quote for Q2 2025 order.</Info_Text>
        <Commission_Number>COM-999</Commission_Number>
        <External_Document_Link>a1b2c3d4.pdf</External_Document_Link>
        <Workist_URL>https://app.workist.com/rfqs/12345</Workist_URL>
        <Received_By>inbox@customer.com</Received_By>
    </General>

    <Invoicing>
        <Bill_to_Customer>
            <!-- Same address fields as for orders -->
        </Bill_to_Customer>
    </Invoicing>

    <Shipping>
        <Ship_to_Customer>
            <!-- Same address fields as for orders -->
        </Ship_to_Customer>
        <Expected_Delivery_Date>2025-05-01</Expected_Delivery_Date>
        <Expected_Delivery_End_Date>2025-05-15</Expected_Delivery_End_Date>
        <Delivery_Unload_Method>forklift</Delivery_Unload_Method>
    </Shipping>

    <Line>
        <Description>Industrial Sensor Module Type A</Description>
        <Unit_of_Measure>PCE</Unit_of_Measure>
        <Quantity>500</Quantity>
        <Converted_Unit_of_Measure>box</Converted_Unit_of_Measure>
        <Converted_Quantity>50</Converted_Quantity>
        <Common_Item_Number>ART-001-A</Common_Item_Number>
        <Common_Item_Number_2>GTIN-12345</Common_Item_Number_2>
        <Common_Item_Number_3>EAN-67890</Common_Item_Number_3>
        <Customer_Item_Number>CUST-ART-555</Customer_Item_Number>
        <Item_Number_Confidence>0,92</Item_Number_Confidence>
        <Expected_Delivery_Date>2025-05-01</Expected_Delivery_Date>
        <Commission_Number>COM-LINE-01</Commission_Number>
        <Pos>10</Pos>
    </Line>
</Rfq>

Header Fields

XML Element	Type	Description
Sell_to_Customer	Block	Customer information (number, name, country, type)
Contact fields	Block	Contact details (inside Sell_to_Customer)
Request_Date	Date	Request date
Quote_Deadline	Date	Deadline for quote submission
Customer_Request_number	Text	Customer's RFQ reference number
Project_Number	Text	Project reference
Info_Text	Text	Free-text notes
Commission_Number	Text	Commission reference
Bill_to_Customer	Block	Billing address
Ship_to_Customer	Block	Delivery address
Expected_Delivery_Date	Date	Requested delivery date
Expected_Delivery_End_Date	Date	End of delivery window
Delivery_Unload_Method	Text	Unloading method at the destination

Line Item Fields

XML Element	Type	Description
Pos	Text	Line item number
Description	Text	Product description
Unit_of_Measure	Text	Unit of measure
Quantity	Decimal	Requested quantity
Converted_Unit_of_Measure	Text	Alternative / converted unit
Converted_Quantity	Decimal	Quantity in the alternative unit
Common_Item_Number	Text	Primary article number
Common_Item_Number_2	Text	Secondary article number
Common_Item_Number_3	Text	Tertiary article number
Customer_Item_Number	Text	Customer's own article number
Item_Number_Confidence	Decimal	Confidence score for article assignment
Expected_Delivery_Date	Date	Delivery date at line item level
Commission_Number	Text	Commission reference at line item level