Generating requisitions for RFQs

To generate requisitions for RFQs:

  1. Open the Request for Quotation form.
  2. Select the record for which to generate a requisition, and then click the Selection tab.
  3. Select either Parts or Services.
  4. Select the items for which to generate a requisition, and then click Generate Requisition.
  5. Create Requisition—Select to create a new requisition.
  6. Requisition Description—Enter a description for the requisition.
  7. Store—Enter the store to which the requisition should be issued.
  8. Requested By—Enter the name of the employee requesting the requisition.
  9. Default Approver—Enter the name of the employee who should approve the requisition.
  10. Add to Existing Requisition—Select to add items to an existing requisition.
  11. Buyer—Enter the name of the employee purchasing the items.
  12. Planned Part—Select to add the item to the selected WO-Activity if the item is not already a Planned Part.
  13. Print Requsition—Select to print the requisition to which the quotation lines have been associated when the system generates or updates the requisition.
  14. Click Generate.