Adding vendors to Requests for Quotations

When you create a Request for Quotations, you list the vendors to whom you will send the Request for Quotations.

Before you begin

If you want to add quotations from vendors on the Quotations tab, you must first specify the vendors before changing the status to SENT. Additionally, to add vendors, the status of the Request for Quotations must be INPRG (In Progress).

Procedure

  1. From the Request for Quotations application, display the Request for Quotations to which you want to add a vendor.
  2. Click the Vendors tab.
  3. Perform the following steps for all vendors that you want to add:
    1. Click New Row.
    2. To select a vendor, specify a value in the Vendor field.
    3. Modify vendor information to make it specific to this Request for Quotations. Any changes to vendor information you type do not change the record for the vendor in the Companies application. To change vendor information permanently, edit the company information in the Companies application.
    4. In the Terms and Conditions for Vendor table window, select terms for the vendor.
  4. Click Done, and click Save RFQ.