Copying RFQs

The copy RFQ feature copies an RFQ, including all details.

To copy RFQs:

  1. Create an RFQ.
  2. Right-click, and then select Copy RFQ.
  3. New RFQ Description—Enter the description for the new RFQ.
  4. Due Date—Enter the due date for the new RFQ.
  5. Select the record types to copy, and then click Submit. The system copies all RFQ details to the new RFQ.
    Note: Some exceptions apply to the header, service, part, and comment details copied.