Generating POs for RFQs

To generate purchase orders for RFQs:

  1. Open the Request for Quotation form.
  2. Select the record for which to generate a purchase order, and then click the Selection tab.
  3. Select either Parts or Services.
  4. Select the items for which to generate a purchase order, and then click Generate POs.
  5. Create PO—Select to create a new purchase order.
  6. PO Description—Enter a description for the purchase order. You must enter a PO Description if Use Quotation Description is unchecked.
  7. Store—Enter the store to which the purchase order should be issued.
  8. Originator—Enter the name of the employee generating the PO.
  9. Delivery Address—Enter the address to which the items should be delivered.
  10. Use Quotation Description—Select to use the quotation description as the PO description.
  11. Buyer—Enter the name of the employee purchasing the items.
  12. Add to Existing PO—Select to add items to an existing purchase order.
  13. Planned Part—Select to add the item to the selected WO-Activity if the item is not already a Planned Part.
  14. Print PO—Select to print the purchase order(s) to which the quotation lines have been associated when the system generates or updates the purchase order(s).
  15. Click Generate.
    Note: The system generates a separate purchase order for each supplier.