Generating RFQs from Customer Orders

Open the RFQ Generation From Orders form.

Select the type of customer order for which you want to generate RFQs.

For these fields, select the range of values to include in the generation:

Starting/Ending Order
Starting/Ending Product Code
Starting/Ending Item

Specify this information:

Add To RFQ

If you want to use an existing RFQ, select the number to append the generation to.

Generation Method

Select the method by which you want to generate the requests for quote:

Item/Vendor Rank: One line is created for each item and vendor combination that has been set up on the Vendor Item Cross Reference form.
RFQ Vendor Set: RFQs are generated based on the vendors set up on the RFQ Template Vendors form.
None: A separate RFQ number is generated for each item listed without regard to associated vendors. Vendors can then be added manually through the RFQs form.

Rollup Method

Select the basis for determining how many RFQs are created by the generation:

None: When committed, a separate RFQ is created for each line listed.
By Buyer/Reference: When committed, a separate RFQ is created for each different buyer and reference combination listed. If there is more than one like reference but with different items, the same RFQ number is used and a second RFQ line is added.
By Buyer: When committed, a separate RFQ is created for each buyer listed.

Purchase Parts Only

Select this check box to include only items designated as purchase parts during generation. Clear this check box to include all the items specified in the range.

Quantities To Price

Specify the price breaks by quantity that you want to be priced by the vendor.

Select Preview and click Process to preview the results of the generation in the grid.

Select Create RFQ Line for the rows that you want to generate, or click Select All to process all the rows.

Select Commit and click Process to run the generation.