Add vendor items to an RFQ from Quote

Article • 6/30/2025 • 2 min read

You can create an RFQ from a Quote using the Copy > Quote option. You can copy all the items from the Quote or only the items that are flagged as ‘RFQ Required’.

When you click Copy from Quote on the Toolbar and select a Quote, the message, Do you want to include Items which are not marked as ‘RFQ Required’? appears. Click Yes to include all the Buy/Stock items or, click No to include only the items that are flagged as ‘RFQ Required’ on the Quote.

To add vendor items to an RFQ from Quote

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.
On the Toolbar, click Copy.
Select Quote.

The Copying Quote window appears.
Select the required quote and click Select.

The message, Do you want to include Items which are not marked as ‘RFQ Required’? appears.
- Click Yes if you want to include the purchased items that are not marked as RFQ Required for the selected Quote.
- Click No if you do not want to include the purchased items which are not marked as RFQ Required for the selected Quote.
On the Request For Quote tab, in the Return By field, type the date by which the vendors must return their bids.

Or, click the icon at the end of the field to display the calendar. Select the required date.
On the Toolbar, click Save.

In theItems tab, the quantities entered as releases are displayed as Breakpoints.
On the Toolbar, click More Actions.
Select More Actions > Actions > Assign Vendors.

The Assign Vendors (RFQAV) window appears.
Assign a part to multiple vendors, or assign a vendor to multiple parts. For more information, see Make selections by parts or by vendors.
On the Toolbar, click Save.