Generating RFQs from requisitions

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

To generate RFQs from requisitions:

  1. Select Materials > Requisitions.
  2. Select the requisition for which to request quotations, and then click the Record View tab.
  3. Right-click anywhere on the form, and then select Generate RFQ. The system automatically populates Organization, Status, and Store.
  4. Specify this information:
    RFQ Description
    Specify a description of the RFQ.
    Currency
    Specify the currency for the quotation.
    Populate Suppliers
    Select to have all requisition suppliers populated on the RFQ.
    Requested By
    Specify the employee requesting the quotation.
    Requested Response Date
    Specify the date by which to receive the quotation.
    Buyer
    Specify the buyer for the quotation.
    Delivery Address
    Specify the delivery address for the quotation.
  5. 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.