Convert PR => Quotation; Quotation => PO

1. Convert Purchase Requisition to Request for Quotation

NWBC Menu Purchasing Operations ® Purchase Requisitions → Assign and Process Purchase Requisitions

GUI Menu Logistics ® Materials management® Purchasing® Purchase requisition ® Follow-on-functions ® Assign and process

Transaction Code ME57

Choose

In order to create a Request for Quotation for your material, select the line and choose

If you push , all vendors for which a contract or info record exists, will already be filled in. You can still add other vendors.

You can also choose the list:

RFQ with vendor See aboveRFQ without vendor You want to enter the vendors laterRemove RFQ Flag You no longer wish to create an RFQ

1.1 RFQ with Vendor (interesting if you want an RFQ for more than one item; or you already have an agreement with certain vendors)

Select the vendors whom you want to send a RFQ and choose (Adopt)

The vendors appear in the higher tab “Request for Quotations”.

If you have multiple materials, one RFQ will be made, for all the materials.

Select the vendor for who you want to generate the Quotation and choose You can only select one vendor at the time.

The system will bring you to the starting screen for RFQs

After entering the header data, the system brings you to the overview screen, where all materials are displayed.

Select the lines for which you want to create a RFQ and choose

Choose If you still want to change something in the details.

Save.

Go back to the screen in “Assign and Process”.

In the details of the PR, go to status: here you see the link with the request for quotation.

To see the link with the PR in the RFQ, go to “Display RFQ”

Select a line to see the PR: (because you can create a RFQ for several PRs at once)

1.2 RFQ without vendor

Select your item and choose

Brings you back to the main screen of RFQ. Here you will still need to enter the vendors.

2. Convert Quotation to Purchase Order

There is no standard transaction to automatically convert a RFQ to a PO; the easiest way is via the document overview in the standard PO transaction.

Go to the standard transaction to create a PO Put on the Document Overview

Choose

<EXECUTE>

All RFQ that fit the criteria are selected.

You can change the lay-out of the overview so that they are divided per material or per vendor and you can still see the price.

When you drag and drop the quotation, the reference to the RFQ remains in the PO.