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>
<Contact_Number>CP-001</Contact_Number>
<Contact>Max Mustermann</Contact>
<Contact_Email>max@acme.de</Contact_Email>
<Contact_Phone>+49 89 12345678</Contact_Phone>
<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://wb.workist.com/rfqs/12345</Workist_URL>
<Received_By>inbox@customer.com</Received_By>
</General>
<Invoicing>
<Bill_to_Customer>
<Code>BILL-001</Code>
<Name>Acme Corp Billing Dept</Name>
<Additional_Name_Info>Acme Corporation GmbH</Additional_Name_Info>
<Address>Billing Strasse 10</Address>
<Additional_Address_Info>Building C, 3rd Floor</Additional_Address_Info>
<City>Munich</City>
<Post_Code>80331</Post_Code>
<Country>DE</Country>
<Country_Subdivision>BY</Country_Subdivision>
<Phone>+49 89 11111111</Phone>
<Email>billing@acme.de</Email>
</Bill_to_Customer>
</Invoicing>
<Shipping>
<Ship_to_Customer>
<Code>SHIP-002</Code>
<Name>Acme Warehouse</Name>
<Additional_Name_Info>Acme Corporation GmbH</Additional_Name_Info>
<Address>Lager Strasse 5</Address>
<Additional_Address_Info>Gate 3</Additional_Address_Info>
<City>Hamburg</City>
<Post_Code>20095</Post_Code>
<Country>DE</Country>
<Country_Subdivision>HH</Country_Subdivision>
<Phone>+49 40 22222222</Phone>
<Email>warehouse@acme.de</Email>
</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_Number | Text | Contact / contact person ID (inside Sell_to_Customer) |
Contact | Text | Contact person's name (inside Sell_to_Customer) |
Contact_Email | Text | Contact person's email (inside Sell_to_Customer) |
Contact_Phone | Text | Contact person's phone (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; long texts are split across multiple Info_Text elements (max. 5 × 70 characters) |
Commission_Number | Text | Commission reference |
External_Document_Link | Text | File name of the attached original PDF |
Workist_URL | Text | Direct link to the record in the Workist platform |
Received_By | Text | Email address that originally received the document |
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 |
Billing and Delivery Address Fields
The Bill_to_Customer and Ship_to_Customer blocks use the same address structure.
| XML Element | Type | Description |
|---|---|---|
Code | Text | Address identifier / code |
Name | Text | Recipient name; contains the company name if no name is present |
Additional_Name_Info | Text | Company name; only included when a name is also present |
Address | Text | Street address with house number |
Additional_Address_Info | Text | Additional address details (building, floor, etc.) |
City | Text | City |
Post_Code | Text | Postal code |
Country | Text | Country code (ISO 3166-1 alpha-2, e.g. DE) |
Country_Subdivision | Text | State or region code (e.g. BY, HH) |
Phone | Text | Phone number |
Email | Text | Email address |
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 |