Making Requests for Quotations to Vendors 

Use

After you have entered the purchase requisition, you need to select a suitable vendor. Materials Management gives you several options for making your selection. In this process you will use RFQ / Quotation processing.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    From the Purchase Requisition node, choose Follow-On Functions ® Assign and Process.

    Transaction Code

    ME57, ME41, ME9A

  2. Enter the following data:
    3.

    Field

    Europe

    North America

    Purchase requisition

    Your noted number

    Your noted number

    Purchasing group

    001

    010

    Scope of list

    A

    A

    Plant

    1000

    3000

  3. Choose .
  4. Select your item.
  5. Choose Edit ® Flag for RFQ ® With vendor.
  6. In the dialog box, enter the following data:
    7.

    Field

    Europe

    North America

    Vendor

    1120

    1121

    3120

    3121

    Purchasing organization

    1000

    1000

    3000

    3000

  7. Choose Flag for RFQ.

    8. A comment line underlined in green tells you that the item has been flagged for RFQ processing.

  8. Select your item again.
  9. Choose Assignments.
  10. Position your cursor on the line item for the first vendor.
  11. Choose Process assignment.
  12. In the dialog box, enter the following data:
    13.

    Field

    Europe

    North America

    RFQ type

    AN

    AN

    RFQ date

    Today’s date

    Today’s date

    Quotation deadline

    Today’s date + 1 month

    Today’s date + 1 month

    Purchasing group

    001

    010

    Purch. organization

    1000

    3000

  13. Choose .
  14. In the Collective no. field, enter any value. Use this same value for the second RFQ.
  15. Choose .
  16. Select your item.
  17. Choose .
  18. Choose .

    19. The system confirms the posting and assigns an RFQ number. Make a note of this number.

  19. Choose .

    20. The Assign and Process Requisitions: Assignment Overview screen appears again.

  20. Position your cursor on the line item for the second vendor.
  21. Repeat steps 11 through 19 for the second vendor.
  22. Choose .
  23. Choose until the overview tree appears.
  24. From the Purchasing node, choose RFQ/Quotation ® Request for Quotation ® Message ® Print/Transmit.
  25. Enter the following data:
    26.

    Field

    Europe

    North America

    Document number

    to

    First RFQ number

    Second RFQ number

    First RFQ number

    Second RFQ number

    Purchasing organization

    1000

    3000

    Purchasing group

    001

    010

  26. Choose .

    27. You can see that in both line items the assigned printer is the dummy printer LP01.

    You can now select a message line and then choose Output message.

    Your RFQ will now be printed. The system shows this using a green checkmark. Alternatively, you can also display the generated form. To do this, choose Display message.

  27. Choose until the overview tree appears.