Requisitions - Create Quotations

Procurement requisitions are formal internal requests to acquire materials, equipment, or services needed for a project, initiating the procurement workflow for approval and purchasing.

Procurement>Requistions

To create a new New Requsition you are going to use dynamic search bar by typing "Requisitions"

To add a new Requsitions, click the “+” button “New Record”.

If, in the previous stage, you transformed your MRF into a Requisition, a new requisition record will now be visible. You can locate it by using the related MRF number provided during the previous stage.

To create a Requisition, the due date, Company Code, Branch Code, Project Code, Budget Code Detail Type, Detail Type are mandatory fields. However, you can also enter additional information in the More Data Connected Documents Payment terms tabs etc.

If, in the previous stage, you transformed your MRF into a Requisition, all mandatory fields are filled.

Use the Add Record "+" button to manually insert Suppliers. By clicking on the Supplier Code field, you can search through the list of registered supplier already available in the system.

Suppliers should have been registered with their respective email addresses to proceed to the next steps.

You can add multiple supplier by clicking the "+" button again and filling in new rows for each one.

To complete the process, the user should first save the grid and then save the page to apply all updates.

Additionally, you need to select the suppliers for whom you want to create quotations. Then, click the "Actions" menu button and select "Create RFQs".

In the next lesson, you will learn how to send the quotations to the suppliers.

Video Walkthrough