Transfer RFQ items to a PA

Transfer Request For Quote (RFQ) items to a new Purchase Agreement (PA) or an existing PA. The supplier selected in the Quote tab is the same supplier used for the new PA.

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 Transfer To PA group, perform one of the following:

   • To transfer all the RFQ items to the PA, select All Items.

   • To transfer only the selected RFQ items to the PA, select Selected Items.

   • To transfer only the RFQ items that are pre-awarded for the selected supplier to the PA, select Pre-award Item.

   The d0235 Transfer to PA dialog appears.

7. Perform one of the following:

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

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

     1. Clear the Create new PA checkbox.

     2. From the PA to amend dropdown select the ID of the required PA.

8. Select Transfer.

   The s50021 Purchase Agreement screen appears with the details of the new PA created from the selected RFQ.

9. (Optional) Modify the PA according to your requirements. For information on all the fields, see s50021 Field descriptions.

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