Copying RFQs

The copy RFQ feature copies an RFQ, including all details.

  1. Create an RFQ.

    See Generating RFQs from requisitions.

  2. Select Purchasing > Quotes > Requests for Quotations
  3. Right-click anywhere on the Requests for Quotations form, and then select Copy RFQ.
  4. Specify this information:
    New RFQ Description
    Specify the description for the new RFQ.
    Due Date
    Specify the due date for the new RFQ.
  5. Select the record types to copy, and then click Submit. All RFQ details are copied to the new RFQ.
    Note: Some exceptions apply to the header, service, part, and comment details copied.