Creating an RFQ from a Works Order

Open the required works order, 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.

Select OK to continue to the newly created RFQ.

Add the suppliers using the middle + button, search window will open, highlight supplier to be added.  Continue adding all required suppliers, multiple selection is not available at this stage.

Please note: if a preferred supplier has been set against the material, part, subcon and tooling record, this supplier will be added to the RFQ automatically.

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

When RFQ is ready to be sent, select from Actions Print RFQ.  One RFQ will be printed for each supplier.