Creating a Direct RFQ Step-by-Step

From the Purchasing module:

To create an RFQ header:
 

1. Type RFQ in the NEXT FUNCTION field and press ENTER to access the Request for Quotation (RFQ) screen. 
2. Type your buying entity (XXBG) in the BUY ENTITY field. 
3. Type the freight code in the FOB CODE field.
4. Type the ship-to code in the SHIP-TO CODE field to indicate the delivery location for the goods.
5. Type the date you need the quote back from the vendors in the RESPONSE REQUIRED BY field.
6. Type your buyer ID in the BUYER ID field. 
7. Type your pay entity (XXPT) in the PAY ENTITY field.
8. Type X in the DISPLAY VENDOR NAMES field.
9. Type A in the first A/D field to add a vendor to whom the RFQ will be sent. 
10. Type the vendor number in the VENDOR NO. field. 
11. Type the vendor's group number in the GROUP NO. field. 
12. Repeat Steps 9 through 11 until you have added all the vendors you wish to receive the RFQ.  

Note:  If you need to add more than 10 vendors to the RFQ, type an X in the DISPLAY/ADD VENDORS field 
          and press ENTER. This will accept the current vendors entered and display an additional 10 vendor lines. 
13. Press ENTER to validate the data and display the names of the vendors. The RFQ is automatically assigned and the system displays the message: ALL FIELDS ARE ENTERED CORRECTLY. PRESS ENTER TO ADD THE RFQ.
 
To create an RFQ line:
 
14. Press ENTER to create the RFQ header and access the Request for Item Quotation (RIQ) screen.
15. Type the item number in the ITEM NO. field.
16. Type the date you want the quoted price to be available in the REQUESTED EFF. DATE field. 
17. Type the date you want the quoted price to expire in the REQUESTED EXP. DATE field.
18. Press ENTER to create the RFQ line. A blank RIQ screen is displayed.
19. Repeat Steps 15-18 until you have added all the items that you want to the quote. 

To create RFQ comments:
 

20. Type QCM in the NEXT FUNCTION field and press ENTER to access the Request for Quote Comments (QCM) screen and add comments to the RFQ.
21. Type the item number for the item you wish to make comments on in the ITEM NO. field. 
22. Type X in the PULL ITEM COMMENTS field and press ENTER to display all comments from the Statewide Item File for the specified item.
23. Type an A in the A/B/C/D column for SEQ NO. 1 to add the comments to the RFQ.
24. Type the sequence number (e.g., 010, 020, 030...) in the SEQ NO. column. 
25. Type Y (yes) in the PRINT LINE column of the lines to be printed on the RFQ.
26. Repeat Steps 23-25 for each additional comment line for the same item.
27. Press ENTER after you have entered all desired comments.  A blank QCM screen is displayed.
28. Repeat Steps 21-27 for comments for additional items. 
 
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