Creating an RFQ from a Quotation

Open the required quotation, select the subtab for material, part, subcon or tooling.  Add a new entry using the + button, select the required record.  Against the Cost field will be an RFQ button , select this to highlight

●  Create new RFQ.

Additional items can be added to the same RFQ by selecting the option Add to RFQ RFQ#####

If the item has a preferred supplier, this supplier will be added to the RFQ automatically.  Use the zoom navigation button on the RFQ to open the related record.  In the table visible against the Total Cost will be the RFQ button to indicate this item has been added to an RFQ.  It is possible to use this button to navigate to the linked RFQ.