Create RFQ from Project Quotation List
Explanation
This function creates a project Request For Quotation (RFQ) in Purchasing.
- Request for Supplier Agreement Quotation is created for parts.
- Request for Order Quotation is created for no-part items.
For the chosen items in the Project Quotation List (PQL), create a new RFQ or add to an
existing one. State the buyer responsible and the Expire Date for the quotation.
Prerequisites
RFQ is not created for this part or no-part item earlier.
System Effects
- A new quotation line can create a new RFQ head or be added to an existing RFQ head. All
lines in one RFQ will belong to the same project.
- The fields RFQ No and RFQ Line No will be automatically updated in the PQL line.
- The RFQ will be updated with the project ID.
Window
Project/Quotation
List
Project
Product/Quotation List (Project Delivery)
Related Window Descriptions
Request For Quotation
Order Quotation Lines
Agreement Quotation Lines
Quotation
Order Quotation Approval
Agreement Quotation Approval
Supplier Agreement
Procedure
- Select all PQL lines wanted as lines on one RFQ. Only lines without RFQ keys can be
selected.
- Click the right mouse button menu option Create Request For Quotation.
- Click Create New RFQ Head or Add To Existing.
- If Create New RFQ Head is selected, enter the Buyer and Expire Date.
- If Add To Existing is selected, select an RFQ in the table.
- Click OK.