Generating RFQs from requisitions

From a requisition, generate a request for quotations for parts and services.

To generate RFQs from requisitions:

  1. Open the Requisitions form.
  2. Select the requisition for which to request quotations, and then click the Record View tab.
  3. Right-click, and then select Generate RFQ. The system automatically populates Organization, Status, and Store.
  4. RFQ Description—Enter a description of the RFQ.
  5. Currency—Enter the currency for the quotation.
  6. Populate Suppliers—Select to have all requisition suppliers populated on the RFQ.
  7. Requested By—Enter the employee requesting the quotation.
  8. Requested Response Date—Enter the date by which to receive the quotation.
  9. Buyer—Enter the buyer for the quotation.
  10. Delivery Address—Enter the delivery address for the quotation.
  11. Click Generate. The system stores RFQ, RFQ Org., and RFQ Line on the requisition line for the RFQ line created from that Requisition line. The system also updates the Requisition System to Q (Quoting), populates RFQ with the newly created RFQ number, and selects RFQ Required.
    Note:  If Populate Suppliers is selected when a RFQ is being generated, the supplier associated with the requisition line is added to the RFQ on the Suppliers page. If the same supplier is associated with multiple requisition lines, the supplier is added to the RFQ only once.