To create an RFQ, follow these steps: 

  1. Click on the sourcing module. 
  2. Click on purchase requisition. 
  3. Click the dotted action button on preferred line item. 
  4. Click create button. 
  5. Select team lead using dropdown. 
  6. Select sourcing team using dropdown.
  7. Describe project in note. 
  8. Select RFQ from the list. 
  9. Input tender validity in days. 
  10. Select if service charge is application (YES or NO). 
  11. Select if freight charge is applicable (YES or NO). 
  12. Click create details.  

Fig.234 create sourcing team popup screen. 


NB: Once create details is selected: 

  • The RFQ is automatically approved and sent to the invited vendors. 
  • It flows into the sourcing project as an approved RFx.