Create PO from RFQ

You can create a purchase order from the RFQ Vendor Response Summary screen. The PO screen appears and the items selected are populated in the Purchase Order Items tab automatically. The quantity is taken from the Demand document either from Quote or Sales Order. Upon creation of the purchase order, the RFQ number is updated. You still have the option of overwriting it in the PO Items tab. Only those items for which the Vendor has been assigned are available to select for creation of a Purchase Order.

RFQ items that were driven by a Quote should have a Sales Order created for the Quote before a Purchase Order is created. For the RFQ items from the Detailed BOM, there must be a Job Order created and associated with that SO before the Purchase Order is created.

To create PO from 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. On the Toolbar, click Browse.

   The Browse For Request For Quote window appears.

3. Select the required RFQ for which you want to create a PO.

4. On the Toolbar, click More Actions.

5. Select More Actions > Actions > Compare Prices By RFQ.

   The RFQ Vendor Response Summary page is displayed.

   The Compare Prices By RFQ is enabled only if the RFQ is in OPEN status.

6. From the RFQ Vendor Response Summary page:

   • Select the required part number and click Assign Vendor.

   Creating a new PO:

   1. Select the required part number and click Create Purchase Order on the grid toolbar in RFQ Vendor Response Summary (RFQSUMM) page.

      The Purchase Order Creation window appears.

      Verify the details of Item, Vendor, Quantity, and Unit Price in the Purchase Order Creation window.

      If the required Sales Order or Job Order is not created, the system will not allow you to select the check box in the line item grid.

      A message, Sales Order is not found appears below the grid.

   2. Click Open PO in the Purchase Order Creation window.

      A new Purchase Order is created with reference from RFQ. The Purchase Orders Creation information message is displayed.

   3. Click Close.

      You can double-click on the PO number to open the PO form and review information.

   Assigning parts to an existing PO:

   1. Select the required part number and click Create Purchase Order on the grid toolbar in the RFQ Vendor Response Summary (RFQSUMM) page.

      This pops-up the Purchase Order Creation window for existing PO.

   2. Select the purchase order line and click Create PO in the Purchase Orders Creation window to change the status of the PO from Started to Open.

      The selected PO line is displayed in the next Purchase Order Creation window.

   3. Click Open PO.

      An information message is displayed indicating that the RFQ is closed.

      If RFQ has only one item, then the RFQ status is automatically changed to CLOSED.

   4. In the Change Status window, click Close.
      The Purchase Orders Creation information message is displayed.

   5. Click Close.

      Verify the Vendor name and Vendor details in the Purchase Order.

      Verify the Item details, Quantity and Unit Price in the Purchase Order and compare these details with RFQ.

      Verify if the PCAT is correctly displayed in the Purchase Order (PO) page > Order items tab.

> - If you created a PO from an RFQ associated with a Quote/SO or their DBOM, then the PCAT must beSO or JO. > - If you created a PO from an RFQ associated with an Inventory, then the PCAT must be INV.