Generating RFQs from Requisitions

To create quote requests for purchase orders:

  1. On the RFQ Generation From Requisitions form, specify this information:
    Purchase Requisition
    Select the PO requisition for which you want to generate the RFQ.
    Starting/Ending Line
    Select the range of lines of the purchase order requisition to include for the generation.
    Add To RFQ
    If you want to use an existing RFQ, select the number to append the generation to.
    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.
    Allow Duplicates
    Select this check box if you want to allow more than one RFQ generation to occur for the same requisition number. If you clear this check box and an RFQ has been previously generated, no results will be returned for the requisition selected.
  2. Select Preview and click Process to populate the grid. This information is displayed in the grid:
    • RFQ number
    • Line number
    • Reference name and number
    • Reference line suffix
    • Reference release number
    • Item number and description
    • Vendor number and name
  3. Select Create RFQ Line for the rows that you want to generate, or click Select All to process all the rows.
  4. Select Commit and click Process to run the generation.
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