Create Request for Purchase Quotation

This document explains how you create a Mass Request for Quotation and a Request for Quotation for an individual supplier.

Outcome

A purchase Request for Quotation is created.

The following files are updated:

The RFQ number is used as a reference for the purchase agreement with a supplier in 'Purchase Agreement. Open' (PPS100).

Before you start

Follow These Steps

Mass request for Purchase Quotation

  1. Start 'Request for Quotation. Mass Create' (PPS131).

  2. Press F13 to activate the P panel. Set the panel sequence to EFG and press Enter.

  3. On the B panel, enter the RFQ number and select Create.

    If the RFQ number is not entered, a number from the central number series is automatically assigned as the RFQ number.

  4. On the E panel, enter the Create by supplier, Text, Buyer, RFQ date, From date, To date, Last reply date, Currency and Exchange rate type.

  5. On the F panel, enter the File selection, Price selection, Quantity base and Calculation method.

  6. On the G panel, select relevant options to restrict the choice of items.

    The valid alternatives are:

    Select only purchase items.

    Select only definite items (status 20).

    Exclude items supplied by single supplier.

    Exclude items with order qty and reorder point = 0.

    Exclude items with order qty and reorder point method = 0.

    Exclude items with annual demand = 0.

    Exclude items without put-away date.

    Exclude items with issue date > 12 months.

  7. Press Enter to move back to PPS131.

    An RFQ number is created

  8. Select option 9 = Run, to create the quotation lines for the selected RFQ.

    The quotations are created and displayed in 'Request for Quotation. Open' (PPS130).

Request for Quotation for Individual Supplier

  1. Start 'Request for Quotation. Open' (PPS130).

  2. Press F13 to activate the P panel. Set the panel sequence to E and press Enter.

  3. On the B panel, enter the supplier and RFQ number.

    If the RFQ number is not entered, a number from the central number series is automatically assigned as the RFQ number.

  4. On the E panel, enter the Text, Buyer, Status, RFQ date, Status, Last reply date, From date, To date, Reference, Currency, Exchange rate type, Exchange rate, Current discount 2, New discount 2 and Supplier quotation number.

    The status is manually set to 10.

Requests for Quotation Lines

  1. Press Enter to move to 'Request for Quotation. Open Lines' (PPS133).

    You can enter the quotation items manually or view/update items that are created automatically.

  2. Press F13 to activate the P panel. You can define field security for the B and E panels.

    The following alternatives are valid:

    0 = Do not display field heading or content.

    1 = Display field (heading and content), but changes cannot be made.

    2 = Display field (heading and content) and contents can be changed

  3. Select Sorting order 1 (Item Number).

  4. On the B panel, enter the Item and the Priority type and select Create.

  5. On the E panel, enter the Priority, Annual demand, Order Multiple, Setup price, New purchase price, New supplier lead time and New Discount 3.

    Priority is used to identify the most favorable quotations for an item. When lines are mass-created this value is automatically set to 5.

  6. Press Enter to redisplay (PPS133/B).

Parameters to Set

Program ID/Panel Field The field indicates …
CRS780/G 31 Fixed post-text - quotation reply

... the text ID for the text printed at the bottom of the quotation reply document in (PPS612).

Texts are defined in 'General Text. Open' (CRS950).

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