Convert RFQ from Sales Quote

Purpose: To create a new RFQ[acronym for 'request for quote'] (n) a document sent to vendors requesting pricing and terms for a specific quanitity of items that your organization needs. from an existing sales quote to be sent to a vendor.

There are four (4) methods for converting RFQs from an existing sales quote.

1. From a new RFQ:

[link]Create Request for Quote (Not Converted)

1. Left-click the Optn (Option) button and a menu will appear.
   
   
2. Left-click 5. Convert From Quote and the Quotation search window will appear.
   
   
3. The sales quote from which lines will be converted may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button. The [Source] Quotation Lines Conversion window will appear.
   
   
4. Select the lines that should be converted from the sales quote.
   
   NOTE: Multiple lines may be selected by (1) left-clicking a single line, holding the ctrl key, and left-clicking each additional line (each line clicked will be selected); (2) left-clicking a single line, holding the shift key, and left-clicking another line (all lines between the first and second lines clicked will be selected); (3) left-click the Select All button on the [Source] Quotation Lines Conversion window tool bar.
5. Left-click the OK button to convert the selected lines into the existing document. After the lines have been converted, the document status of the RFQ will change to Pending and the line status of all lines will initially be Open (O).
6. After the RFQ is printed (link pending), the document status of the RFQ will change to Open and the line status of all lines will change to Vendor Request (VR).

2. To a single vendor from the existing sales quote:
1. Left-click the Optn (Option) button and a menu will appear.
   
   
2. Left-click 8. Shoot RFQ by Vendor and the Vendors List search window will appear.
   
   
3. The vendor for which an RFQ is to be created may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button. An Information dialog box will appear:
   
   
4. Left-click the OK button; the RFQ will be created and the RFQ Print List window will appear.
   
   
5. Left-click the Preview button; the report will be created and will appear on the screen.
   NOTE: This action will not change the document status or line statuses on the RFQ created.
6. Left-click the Print button:
1. The Print window will appear.
   
   
2. Choose the appropriate printer, configure the print job as required and left-click the Print button to print the report.
   NOTE: After the RFQ is printed (link pending), the document status of the RFQ will change to Open (O) and the line status of all lines will change to Vendor Request (VR).
3. To all vendors associated with a particular category

In order to properly utilize this method, applicable vendors should be associated with categories.

1. Left-click the Optn (Option) button and a menu will appear.
   
   
2. Left-click 9. Shoot RFQ by Category and the Inventory Category List search window will appear.
   
   
3. Categories may be selected by highlighting the applicable record(s) utilizing the left-click, the Mark All button and/or the UnMark All button and then left-clicking the OK button. The Shoot RFQ by Category window will appear listing the vendors associated with the selected categories and the dealers associated with those vendors.
   [link]see Associate Dealers to Manufacturers for instructions

4. Using the AutoSourcing feature

[link]AutoSourcing