The following describes how to automatically create a request for quote.
- Select the Create requests for quote menu item.
- You access Request for quote creation. One of the following selection fields has to be completed:
- Supplier quot group
- Item
- Item group
- Supplier
- Supplier group
- App suppliers only
- Only exist item/supp
The next two fields are also mandatory:
Depending on what you define in these two fields and what is defined in the Use appr suppl only field in the Item file, the following different scenarios apply:
| App suppliers only on this panel | Only exist item/supp on this panel | Use appr suppl only in Item file/Basic data | Additional information |
| YES | YES | YES | The Approved field on the Item file/Supplier information panel must be set to YES for the supplier to be included. The current quality rate defined on the Item file/Supplier information panel must be equal to, or greater than, the rate defined in the Min supp quality rte field on the Item file/Basic data panel. |
| YES | YES | NO | The Approved field on the Item file/Supplier information panel must be set to YES for the supplier to be included. The current quality rate is not taken into account. |
| YES | NO | The Approved supplier field must be set to YES for the supplier in the Business partner file to be included. | |
| NO | YES | The supplier must be defined for the item in the Item file/Supplier information panel to be included. | |
| NO | NO | Selection of suppliers and items is only done according to what is completed in the Supplier quot group, Item or Item group fields on this panel. |
Note: If the Only exist item/supp field is set to NO, you have to enter a selection criteria in the Supplier field. Note: If selection is only made by Supplier, you will receive an informational message denoting that multiple RFQ’s will be created if more than 9999 items are eligible for selection.
Click OK to update. The system will now search through the Item file to find the suppliers and items to be included in the RFQ according to your selections. When the RFQ is created, you can manually add or remove items and suppliers from the RFQ. See the applicable links in the Related topics below.