Create a PO from an RFQ through s50020

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. The supplier selected in the Quote tab is the same supplier used for the new PO.

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 Request for Quotation grid, in the General tab, ensure the Pre-awarded checkbox is selected for the RFQ.

• In the Positions grid, in the Positions tab, ensure atleast one RFQ position is pre-awarded to the selected supplier.

To create a PO from an RFQ using s50020

1. Navigate to the s50020 Followup on Request for Quote screen.

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

3. In the Request for Quotation grid, select a row.

4. In the Details grid, select the Quote tab.

5. In the Supplier grid, select a row.

6. On the s50020 menu, in the Create PO group, select Create PO.

   The d0118 Create New Po dialog appears.

7. 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.

8. Select Ok.

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

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

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