Selecting items on RFQs

Select items on a request for quotation. You may award selected items on an RFQ, update the supplier part catalog with items on quotations, create or update a requisition, or create or update a purchase order.

To select items on RFQs:

  1. Select Purchasing > Quotes > Requests for Quotations.
  2. Select the record for which to select items, and then click the Selection tab.
    Note: The lines displayed are the received Quotation lines associated with the RFQ.
  3. Select either Parts or Services. The system displays the parts or services.
  4. Select items for the RFQ, and then choose one of these options:
    • Award Items

      The system awards selected items to the quotation and others in the item group to Not Awarded.

      Note: System Status must be Undecided.

      Multiple items with the same Line may not be Awarded.

    • Cancel Awarded Items

      The system cancels the Award status for selected items and changes the items' System Status to Undecided.

      Note: System Status must be Awarded.
  5. Specify this information:
    Update Supplier Catalog
    The system updates the supplier parts catalog with data from selected items.
    Generate Requisition
    The system generates a requisition for selected items.
    Generate POs
    The system generates purchase orders for selected items.
    View Totals for All Suppliers
    The system displays totals by supplier in view-only mode.