Getting Started with Purchasing

Applications › Purchasing

Use Purchasing to create and manage RFQs (Requests for quotation) and direct purchase orders.

What you can do here

• RFQ creates a request for quotation to obtain supplier pricing or commercial terms.
• Direct P.O. creates a direct order without first creating an RFQ.
• RFQs opens the list of RFQ records.
• Save stores the current purchasing record.

Create your first RFQ

1. Open Applications > Purchasing.
2. In the Purchasing workspace, select RFQ.
3. Enter the required purchase request details in the purchasing record.
4. Select Save.

Confirm the result

After saving, the RFQ is stored as a purchasing record and is available from RFQs.

Next steps

• Select RFQs to review existing requests for quotation.
• Select Direct P.O. when you need to enter a direct order rather than begin with an RFQ.

Related pages

• Purchasing — Overview
• Purchasing
• Purchasing — Learning Path
• Purchasing
• List