Create a PO from an RFQ

Create a new Purchase Order (PO) from an existing Request For Quote (RFQ). You can create the PO with the details from the RFQ positions.

Prerequisites

Before you begin, complete the following:

• In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Request for Quote section, ensure the Allow PO from Quote checkbox is selected.

• In the s50019 Request for Quote screen, for the selected RFQ, in the Invited Suppliers grid, ensure only one supplier is selected. The supplier selected in the Invited Suppliers grid is the same supplier used for the new PO.

• In the Request for Quote Header grid, in the General tab, in the External status field, ensure the value is ISSUED.

• Ensure atleast one RFQ position is pre-awarded to the selected supplier.

To create a PO from an RFQ

1. Navigate to the s50019 Request for Quote screen.

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

3. In the Request for Quote Header grid, select a row.

4. On the s50019 menu, in the Create PO group, select Create PO.

   The d0118 Create New Po dialog appears.

5. In the Transfer Options section, perform any of the following:

   • To copy the documents related to the RFQ to the new PO, select the Include Documents checkbox.

   • To copy the attachments related to the RFQ to the new PO, select the Include Attachments (File and Link) checkbox.

   • To copy the additional costs listed in the RFQ to the new PO, select the Include Additional Cost checkbox.

   • To retain the RFQ position numbers as the PO position numbers, select the Retain Position Numbers checkbox.

6. Select Ok.

   The s50018 Purchase Order screen appears with the details of the new PO created from the selected RFQ.

7. (Optional) Modify the PO according to your requirements. For information on all the fields, see s50018 Field descriptions.

8. To save the changes, on the Home menu, in the Record group, select Save.