Use this procedure to create and process a request for quote based on a purchase requisition.

You can create a request for quote from a purchase requisition only in connection with a completion task (the workflow status is Pending completion), because the request for quote process causes changes to the purchase requisition – typically changes to prices and vendor information.

You cannot perform any actions on the purchase requisition, such as completing, rejecting, or approving it, while the request for quote is in progress.

When you accept a request for quote reply with a type of Purchase Requisition, the request for quote reply lines update the purchase requisition lines with the following information:

• Unit price

• Discount percentage

• Discount amount

• Purchase miscellaneous charges

• Line miscellaneous charges

• Vendor

• External number

• External description

1. Click Accounts payable> Common Forms> Purchase Requisition.

2. Click Functions> Request for quoteto create a new request for quote.

3. In the Select the lines to copy to the request for quoteform, select the check boxes next to the lines to copy to the request for quote.

4. Click OKto create a request for quote with a type of Purchase Requisition. The information from the selected purchase requisition lines is copied to the request for quote. All vendors from the purchase requisition become request for quote vendors.

   The status of the purchase requisition changes to Pending request for quote. You cannot perform any action on the purchase requisition until the request for quote process is complete.

5. Click Accounts payable> Common Forms> Request for Quote Detailsto process the request for quote. For more information, see Request for quote (form).