Add vendor details to an RFQ

Article • 4/27/2026 • 2 min read

Use the Vendor tab to add vendors to an RFQ.

When you add items in the Items tab that have vendors assigned to them in the item master, then the associated vendors are displayed in the Vendors tab and RFQ tab > Vendors section.

If no primary vendors are assigned to the item, then in the Vendors tab > grid toolbar, you can click Copy to add vendors.

To add vendor details to an RFQ

  1. Open the Request For Quote (RFQ) page.

    • Select Production Management > Production Transactions > Purchasing > Request For Quote.

      Or

    • Search for RFQ or Request For Quote in the Navigation box and then select Request For Quote.

    The Request For Quote (RFQ) page appears.

  2. Click New on the Toolbar.

  3. Click the Vendors tab.

    This displays all vendors added in the Vendor List on the Request For Quote tab.

    RFQ Number: This displays the RFQ number and the Vendor No in the Vendor list section.

  4. The lower pane displays the Vendor Details section.

    This provides detail information about the highlighted vendor in the Vendor list section. This information is pulled from the Vendor Master.

  5. Return By: Is the date for which you are requesting the vendor to return the quote. All vendors will have a common Return By date but can be modified on this tab to make it unique per vendor