Generating RFQs from requisitions

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

To generate RFQs from requisitions:

Select Materials > Requisitions.
Select the requisition for which to request quotations, and then click the Record View tab.
Right-click anywhere on the form, and then select Generate RFQ. The system automatically populates Organization, Status, and Store.
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.
Select the items to add to the RFQ before generating.
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 tab. If the same supplier is associated with multiple requisition lines, the supplier is added to the RFQ only once.