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Administrator Guide
Last Updated: 2023-06-23
Create Request for Quotes from Business Documents

Create Request for Quotes from Business Documents

  • Configure the
    Request for Quote Event
     business process in the Procurement functional area.
  • Configure request for quote (RFQ) types in the
    Maintain Request for Quote Types
     task.
Create these procurement business documents in any status:
  • Requisitions.
  • Purchase orders.
  • Supplier contracts.
  • Request for quotes.
You can create RFQ documents directly from these procurement business documents. You can copy:
  • Lines and attachments from requisitions.
  • Lines from purchase orders.
  • Lines from supplier contracts.
  • Lines, attachments, bid requirements, and line bid requirements from existing RFQs.
  1. Access the
    Create Request for Quote (RFQ)
     task.
  2. Select the source of the RFQ:
    • Copy Details From Existing RFQ
      .
    • Create RFQ From Existing Document
       to copy lines from a requisition, purchase order, or supplier contact.
  3. When creating a copy from an RFQ, select these check boxes to exclude in the
    Copy from Existing Options
     section:
    • Supplier list
    • Attachments
    • Bid requirements
    • Line bid requirements
  4. On the
    Lines
     tab, select the lines to copy to your new RFQ.
  5. In the
    Document Information
     section, enter the bidding date range to post the RFQ for bidding.
  6. (Optional) Make changes to the line items.
  7. Add suppliers on the
    Proposed Suppliers
     tab.
    Select 1 or more suppliers when the RFQ type isn't a
    Public RFQ
    .
  8. (Optional) Enter bid requirements at the line level on the
    Bid Requirements
     tab.
You can now modify the information and add more line items and suppliers to the RFQ.
Review and approve request for quotes.