Create requests for quotes from planned purchase orders

Use this procedure to create a request for quote from a planned purchase order. The planned purchase is changed to a request for quote.

Note
To create requests for quotes from planned purchase orders, we recommend that you set up the master plan to include requests for quotes. For more information, see Set up requests for quotes.

Click Accounts payable> Common> Planned Purchase Order Details.
Select one or more planned purchase order.
Click Functions> Change to request for quote.
In the Change to request for quotedialog box, click OKto create the request for quote.

The planned purchase order is removed from the Planned purchase ordersform and a request for quote is created for the vendor specified on the planned purchase order in the Request for quoteform.

Information about vendor, item number, purchase quantity, unit, buyer group, and delivery date is transferred from the planned purchase order to the request for quote.

Note
If you select multiple planned purchase orders, you can choose to create separate requests for quotes per vendor or group them into one request for quote by selecting the Add to the same request for quotecheck box in the Change to request for quotedialog box.

See Also