RFQ Details¶

This screen holds one RFQ's header, its requested lines, and the quotations received from vendors in reply.

Screen layout¶

Three tabs organize the record:

RFQ: General information and financial summary.
RFQ Lines: The items/services being quoted, with unit cost and tax.
Quotations: Every quote received from a vendor for this RFQ, with the option to award one.

Icon/Button	Function
Save	Saves the header and lines
Send Email	Emails the RFQ to the vendor on file
WF History	Shows the workflow history

How to¶

1. Build the RFQ's lines¶

Pull them from a reference Purchase Request, or add manually - same line style as PR/PO lines.

2. Send to vendors¶

Click Send Email. Repeat for each vendor you want a quote from (send separate RFQs per vendor, or resend as needed).

3. Award the winning quote¶

Open Quotations, review the received amounts, and click Award & Create PO next to the one you're accepting. This automatically creates a Purchase Order with that vendor and pricing.

FAQ¶

Can more than one quote be awarded? No - awarding marks the RFQ's outcome and generates the PO from that specific quote. If you need a second order from a different vendor, create it separately.

Go to: RFQ list ← · Purchase Orders →