Creating an RFQ from a Requisition Step-by-Step

From the Purchasing module:
 

1. Type RQS in the NEXT FUNCTION field and press ENTER to access the Requisition Selection (RQS) screen. 
2. Type your buying entity (XXBG) in the BUY ENTITY field. 
3. Type your buyer ID in the BUYER ID field and press ENTER. 
4. Type RFQ in the ACT column to the right of the requisition number you wish to select and press ENTER to carry forward a requisition line to the RFQ screen and create an RFQ header. 

To create an RFQ header:
 

5. Type your freight code in the FOB CODE field. 
6. Type your ship-to code in the SHIP-TO CODE field. 
7. Type the date you want the quote back from the vendors in the RESPONSE REQUIRED BY field. 
8. Type your buyer ID in the PAY ENTITY field. 
9. Type your paying entity (XXPT) in the PAY ENTITY field.
10. Type X in the DISPLAY VENDOR NAMES field.  

Note:  To find vendor(s) who normally sell a permanent item, go to the Item History Vendor Selection (IVS)
          screen.
11. Type A in the first A/D field to add a vendor to the RFQ.
12. Type the vendor number in the VENDOR NO. field. 
13. Type the vendor's group number in the GROUP NO. field. 
14. Repeat Steps 11-13 until you have entered all of the vendors. 
15. Press ENTER to validate the data and display the names of the vendors. The RFQ number is automatically assigned and the system will display the message:  ALL FIELDS ARE ENTERED CORRECTLY. PRESS ENTER TO ADD THE RFQ. 
16. Press ENTER to create the RFQ header and access the Request for Item Quotation (RIQ) screen. 
 
To create an RFQ line:
 
17. Type a Y (yes) in the PRINT REQ. SPECS field to print the requisition comments from the RCI screen on the RFQ. 
18. Type the desired effective date of the quote in the REQUESTED EFF. DATE field.
19. Type the desired expiration date of the quote in the REQUESTED EXP. DATE field.
20. Delete any PRICE BREAK QUANTITY data. 
21. Delete any REQUESTED UNIT PRICE data.  

Note:  Deleting these two fields avoids suggesting a price to the bidding vendors.
22. Press ENTER to create the RFQ line. The RQS screen is redisplayed to add another requisition to the RFQ. 
23. Repeat Steps 18-22 to add additional items to the RFQ.

Note:  Type sequence numbers (i.e., 1, 2, etc.) in the RFQ ITEM SEQUENCE NO. field to indicate that you are 
          requesting more than one bid for the same item number.
 
To enter RFQ comments:
 
24. Type QCM in the NEXT FUNCTION field and press ENTER to access the Request for Quote Comments (QCM) screen to add comments to the RFQ.
25. Type the item number you wish to add comments to in the ITEM NO. field. 
26. Type A in the A/B/C/D column to add comments. 
27. Type the sequence number (e.g., 010, 020, 030...) over the 1 in the SEQ NO. column. 
28. Type the description in the COMMENTS/SPECIFICATIONS/INSTRUCTIONS column. 
29. Type Y (yes) in the PRINT LINE column of the lines to be printed on the RFQ.
30. Repeat Steps 26-29 for each additional comment line for the same item. 
31. Press ENTER after you have entered all desired comments.  A blank QCM screen is displayed.
32. Repeat Steps 25-31 for comments for additional items. 
 
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