1. Request for quotation with Purchase Requisition
Go to Procurement and Sourcing > Purchase requisitions > All Purchase requisitions and click New to
create a new Purchase Requisition.
Add multiple items to the Purchase requisition and then start the workflow to submit the Purchase
requisition:
In the action pane, click Purchase requisition > New > Request for quotation to create a Request for
Quotation. Select the buying legal entity and the items that you want to transfer to the RFQ:
Refresh the form and go to the Line Details > Details to find the link to the newly created Request for
quotation case:
Open the RFQ case and follow the steps under point 3.
2. Request for quotation without Purchase Requisition
Go to Procurement and Sourcing > Requests for quotations > All requests for quotations and click
New to create a new Request for quotation. As Purchase type select “Purchase order” and add the
necessary information.
In the RFQ, add one or multiple items:
3. Following Process is similar for both types of RFQs:
On the RFQ header, add the language and multiple vendors:
In the action pane, click Quotation > Send and publish, to send the RFQ to the selected vendors. In
the pop-up window click OK to send.
4. Manage Replies
In the action pane, Click Manage Replies, to open the RFQ reply form.
Select one reply, go to the action pane and click Edit > Edit RFQ reply.
A new window opens, add the details of the RFQ reply, e.g. another quantity or price for the
requested items (e.g. 500 instead of the requested 1000).
Once done, click Submit.
Repeat these steps for the other vendor(s).
5. Compare Replies
In the action pane, select General > Compare replies, to open the Compare replies form.
Select the RFQ reply lines that you would like to accept.
RFQ without Purchase requisition
It is only possible to approve items from one vendor at a time. If items from multiple vendors should
be purchased, the items from the first vendor need to be selected and accepted.
Then, when the system requests to reject the other offers, it is important to click on Cancel. As a
next step, the items from the second vendor can be selected and accepted.
For RFQs with the type “Purchase order”, it works to accept offers from different vendors for the
same item. The output is multiple purchase orders.
However, for RFQs with the type “Purchase requisition”, it is not possible, to accept two offers from
different vendors for the same item. When selecting the offer of a second vendor for an item that
was already accepted, the system cancels the process. For this item, only one purchase order is
created.
RFQ with Purchase requisition
After accepting the offer from vendor VA-000000001, and cancelling the rejection process, the offer
for the same item of vendor VA-000000003 is selected and accepted. However, the system cancels
the process and the error message below appears
When accepting an RFQ reply of one vendor, the vendor is populated on the Purchase Requisition
line. It should be possible to have multiple release approved purchase requisitions to create
several purchase orders on one item.