Converting a Purchase Requisition into an RFQ 

  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

  2. Enter the following data:
    3.

    Field

    Data

    Purchasing group

    007

    Scope of list

    A

    Plant

    1200

    Sort indicator

    1

  3. Choose .

    4. The purchase requisition you created is displayed in the item overview area.

  4. Select one of the items you created. Choose Edit ® Flag for RFQ ® With vendor.

    5. The Flag for RFQ Processing dialog box appears.

  5. Enter the following data:
    6.

    Field

    Data

    Vendor

    1010

    1030

    1950

    Purchasing organization

    1000

    1000

    1000

    Ignore any existing entries.

  6. Choose Flag for RFQ.
  7. Carry out the process for the other items you entered by repeating steps 4 to 6.

    8. Once the comment Flagged for RFQ processing (several vendors) appears in all items, you can resume your processing.

  8. Choose Assignments.
  9. On the Assign and Process Requisitions: Overview of Assignments screen, you see which vendors have been flagged for the issue of RFQs. Select the lower line for vendor 1010 and choose Process assignment.

    10. The Process Assignment: Create RFQ dialog box appears. Here you can change the RFQ header data.

  10. Enter the following data:
    11.

    Field

    Data

    Quotation deadline

    Two weeks from today

  11. Choose .
  12. Enter the following data:
    13.

    Field

    Data

    Collective no.

    Any number (as long as it is the same as the one entered for the next RFQ)

    The collective number is used to group together the RFQs you create. If you group together all the RFQs belonging to a certain collective bidding procedure (bid invitation/tendering process) under the same number, it is then easier to select the RFQs under this number in list displays and for price comparison purposes.

  13. Choose .
  14. Choose .
  15. Choose Adopt + details.

    16. The system now shows the data for the item level. To skip any warning messages, choose . Here you have the opportunity to check the data and make any necessary changes. Choose .

  16. Choose .

    17. If the Exit purchase requisitions dialog box appears, choose Yes. Choose again.

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

  17. Choose .

    18. The system shows the status of the vendor in the Processing note column as RFQ issued

  18. Repeat steps 9 to 18 for the vendors that do not yet have the status RFQ issued.

    19. If this process is carried out with the one-time vendor 1950, the error message Please first maintain vendor’s address appears.

  19. To do so, choose .
  20. Enter the address data of your choice and pay attention to any error messages.
  21. Choose .

    22. The system confirms the posting and assigns an RFQ number for the one-time vendor 1950. Make a note of the number that appears in the status bar.

  22. Choose .
  23. Choose until the overview tree appears.

If the Exit List dialog box appears, choose Yes.