Add vendor items to an RFQ from Sales Order

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

When you click Copy from Sales Order on the RFQ toolbar and select a Sales Order, the message, ‘*Do you want to include Items which are not marked as RFQ Required?’ is displayed. Click Yes to include all the Buy/Stock items and click No to include only the items that are flagged as RFQ Required on the Sales Order.

To assign vendors items to an RFQ from Sales Order

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. On the Toolbar, click Copy.

3. Select Sales Order.

   The Copying Sales Order window appears.

4. Select the required sales order and click Select.

   The Copying Request For Quote message is displayed.

   • Click Yes if you want to include the purchased items which are not marked as RFQ Required for the selected Sales Order.

   • Click No if you do not want to include the purchased items which are not marked as RFQ Required for the selected Sales Order.

5. Type the Return by date in the Request for Quote tab.

6. Click Save.

   The Assign Vendors button is enabled on the Request For Quote tab.

7. Click Assign Vendors.

   The Assign Vendors (RFQAV) window appears.

8. Click By Parts tab to assign the vendors by parts or click By Vendors tab to assign the vendors by vendors.

   Select the required vendor from the list.

   For more information on assigning multiple parts to multiple vendors and vice versa, see Make selections by parts or by vendors.

9. Click Save on the Toolbar.