Defining clauses for RFQs

To define clauses for RFQs:

  1. Open the Request for Quotation form.
  2. Select the record for which to define clauses, and then click the Clauses tab.
  3. Click Add Clause.
  4. RFQ Clause—Enter the purchasing clause to be associated with the RFQ. The system automatically populates the RFQ description.
  5. Click Submit.