Transfer TMR items to an RFQ

Transfer all or selected Technical Material Requisition (TMR) items to a new Request For Quote (RFQ) or an existing RFQ.

You can also select multiple TMRs and use the All Items functionality to transfer all the items from the selected TMRs to a single RFQ in one transfer.

1. Navigate to the s50017 Buyers Queue screen.

2. In the Current Buyer control block, perform one of the following:

   • From the Authorised Buyer dropdown, select the ID of the required buyer.

   • From the Buyers Group dropdown, select the ID of the required buyers group.

   Note: To display all the TMRs related to the selected buyer or the buyers group, select the Only Related checkbox.

3. To refresh the screen, select the F5 key.

4. Select the TMR tab, in the TMR grid, select one or more rows.

5. On the s50017 menu, in the Transfer to RFQ group, perform one of the following:

   • To transfer all the items from the selected TMRs, select All Items.

   • To transfer only selected TMR items:

     1. Select the Technical Material Requisition Position tab.

     2. In the Positions grid, select the required items.

     3. In the Transfer to RFQ group, select Selected Items.

   The d0018 Transfer to RFQ dialog appears. The Create New RFQ checkbox is selected by default.

6. Perform one of the following:

   • To transfer the TMR items to a new RFQ, ensure the Create new RFQ checkbox is selected.

   • To transfer the TMR items to an existing RFQ, perform the following:

     4. Clear the Create new RFQ checkbox.

     5. From the RFQ to amend dropdown, select a relevant RFQ.

7. In the Transfer Options section, select any of the following as required:

   • Include Documents: To include documents delivered along with the TMR item.

   • Include Attachments (File and Link): To include files and links attached to the TMR header and position.

   • Retain Position Numbers: To retain the TMR position number as the purchase order position number.

8. Select Transfer.

   The TMR items are transferred to the RFQ and appear in the s50019 Request For Quote screen.