Create RFQ from Project Quotation List

Explanation

This function creates a project Request For Quotation (RFQ) in Purchasing.

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

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

  1. Select all PQL lines wanted as lines on one RFQ. Only lines without RFQ keys can be selected.
  2. Click the right mouse button menu option Create Request For Quotation.
  3. Click Create New RFQ Head or Add To Existing.
  4. If Create New RFQ Head is selected, enter the Buyer and Expire Date.
  5. If Add To Existing is selected, select an RFQ in the table.
  6. Click OK.