Create a RFQ by Copying from a Requisition
Click the Specific Requisition checkbox.
Change the RFQ Reference if necessary.
Add comments as needed. Make any changes to the RFQ before dispatching to the vendor.
Complete processing of your RFQ by adding vendors and dispatching. If you wish to copy another requisition to the same RFQ, use the following steps:
1. Click the Copy From link;
2. Select Copy Method - Append to Existing RFQ;
3. Select Requisition Number;
4. Click OK;
NOTE: Once the RFQ is saved, the Copy From link becomes inactive. Lines and comments may be added or deleted to the RFQ.
5. Click the Save button;
6. Change the RFQ Status to Approved.
Create a RFQ by Copying from a Requisition
This completes Create a RFQ by Copying from a Requisition.
Click the Purchasing link.
Click the Request for Quotes link.
Click the Add/Update RFQs link.
Click the Add button.
Enter the desired information into the DtTm Close field. Enter a valid value
e.g.
"07/08/2011 12:00PM"
. Click the Copy From link.
Click the button to the right of the Copy From field.
Click the Requisitions list item.
Click the button to the right of the Select Req Lines field.
Click the Req Lines list item.
Click the Specific Requisition option.
Enter the desired information into the Specific Requisition field. Enter a valid value
e.g.
"5975247"
. Click the Copy all Req/RFQ lines option.
Click the OK button.
Click the Header Details link.
Enter the desired information into the Buyer field. Enter a valid value
e.g.
"SAUTHE"
. Click the OK button.
Click the Home link.
Click the Save link.
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