Convert Purchase Requisition to Request for Quotation

Explanation

A request for order quotation is a request for a price quotation for one or several parts or services, including external maintenance and repair services. An request for order quotation also requests a projected date of delivery. In addition, terms of delivery and shipping can be included in the request. Often, you want to send requests for order quotation to several suppliers before you place an order.

Use this activity to create a request for order quotation from a purchase requisition, using the Purchase Requisition window. Once you have converted the purchase requisition to a request for order quotation, you need to open the Request for Order Quotation window in IFS/Purchasing to continue processing the request.

Instead of converting a purchase requisition, you can also create a new request for order quotation manually.

Notes: (1) Purchase requisitions deriving from DOP orders and exchange purchase requisitions can only be converted to purchase orders. It is not possible to convert them into requests for order quotation. (2) Order quotations for external maintenance and repair services can only be converted to purchase orders if the corresponding request for order quotation was created from a purchase requisition.

Prerequisites

• The purchase requisition must have Released, Partially Authorized, or Authorized status. Note that the purchase requisition line does not have to be authorized even if authorization is required before the line can be converted to a request for order quotation.
• The line(s) you want to convert must have been saved.

System Effects

The purchase requisition is converted to a request for quotation. All information entered on the purchase requisition is transferred to the request. The system informs you about the assigned request number. All purchase requisition lines receive Request Created status.

Window

Purchase Requisition, Purchase Requisition Lines

Related Window Descriptions

Purchase Requisition To Request Parameters, Purchase Requisition, Purchase Requisition/Part Requisition Line, Purchase Requisition/No Part Requisition Lines, Purchase Requisition Lines

Procedure

1. Populate or query for the purchase requisition you want to convert to a request for order quotation.
2. Select the desired line(s).
3. Choose Requisition to Request… from the Operations menu.
4. The Purchase Requisition to Request Parameters dialog box will open. Enter the buyer, the currency, the latest date for reply and the currency code for the request.

• To add to an existing request for order quotation: Select one of the displayed requests in the table in the lower part of the dialog box. Enter the number in the Add to Request field. Click on Add Existing.
• To create a new request for order quotation: Click on Create New.

5. A message displays the assigned request number.