Generating RFQs from Inventory

  1. Open the RFQ Generation From Inventory form.
  2. For these fields, select the range of values to include in the generation:
    • Product Code
    • Item
    • Buyer
    • Planner Code
  3. Specify this information:
    Generation Method
    Select the method by which you want to generate the requests for quote:
    • Item/Vendor Rank: One line is created for each item and vendor combination that has been set up on the Vendor Item Cross Reference form.
    • RFQ Vendor Set: RFQs are generated based on the vendors set up on the RFQ Template Vendors form.
    • None: A separate RFQ number is generated for each item listed without regard to associated vendors. Vendors can then be added manually through the RFQs form.
    Rollup Method
    Select the basis for determining how many RFQs are created by the generation:
    • None: When committed, a separate RFQ is created for each line listed.
    • By Buyer/Reference: When committed, a separate RFQ is created for each different buyer and reference combination listed. If there is more than one like reference but with different items, the same RFQ number is used and a second RFQ line is added.
    • By Buyer: When committed, a separate RFQ is created for each buyer listed.
    Quantities To Price
    Specify the item quantities to price. Upon generation, these numbers aree reflected on the RFQ line for the item. If you leave this field blank, the utility uses the quantity from the source (such as the SRO or Sales Order).
    Purchase Parts Only
    Select this check box to include only items designated as purchase parts during generation. Clear this check box to include all the items specified in the range.
    Add To RFQ
    If you want to use an existing RFQ, select the number to append the generation to.
  4. Select Preview and click Process to populate the grid. This information is displayed in the grid:
    • RFQ number
    • Line number
    • Buyer name
    • Item number and description
    • Vendor number and name
  5. Select Create RFQ Line for the rows that you want to generate, or click Select All to process all the rows.
  6. Select Commit and click Process to generate.