Copying Quotations from RFQs
Use the Copy Documents window to create quotations directly from RFQs. Quotations you receive in response to an RFQ usually match the format of your RFQ. To create a quotation from an RFQ, open the original RFQ and choose Copy Document from the Special menu. You can copy the complete RFQ or part of it to your quotation. You can then edit the quotation to provide detailed quotation line information.
Project and task information, if any, is carried from an RFQ when you copy a quotation from it.
To copy a quotation from an RFQ:
1. In the RFQs window, open the RFQ you want to copy.
2. Enter the copy-from Action: Entire RFQ, RFQ Header Only, or RFQ Header and Lines.
3. Enter a quotation Number if you are using manual quotation number entry. Otherwise, Purchasing assigns a number for you when you save your work. See: Defining Numbering Options.
4. Enter the document Type. This is one of the document names defined for RFQs. The list of values lists the Document Type (Document Name) and Quotation Class from the Document Types window. See: Defining Document Types.
5. Enter the name of the active Supplier. The list of values displays the supplier name, Hold Status, 1099 Number, and VAT Registration Number. See: About Suppliers.
6. Enter the Supplier Site.
7. Enter the name of the Contact for this site
8. Select Copy Attachments if you want to include the RFQ attachments on the quotation.
9. Select the OK button to copy the RFQ. Purchasing displays a confirmation message and opens the new quotation in the Quotations window.
To clear your entries and return to the RFQs window:
- Select the Cancel button to clear entries and return to the RFQs window.
AutoCreate Documents Overview