From the SAP Business One Main Menu, choose  Purchasing – A/P Purchase Quotation .

The Purchase Quotation window appears.

In the general area, specify the vendor code of the vendor from whom a quotation is requested, the expiry date of the purchase quotation, and the date by which the goods or services are required.

The date entered in the Required Date field is the default value for the required date in the item lines of the table on the Contents tab.

On the Contents tab, enter the following data:

On the Logistics tab, enter the shipping and billing information.

On the Accounting tab, specify the relevant information.

To save the document, choose Add.

The application displays the following system message:

Document total is zero. Continue?

Field: Total Payment Due

Choose Yes.

From the SAP Business One Main Menu, choose  Purchasing – A/P Purchase Quotation Generation Wizard .

The Purchase Quotation Generation Wizard window appears.

In the introductory window, choose Next.

In the Document Generation Options window, select whether to create a new set of parameters for document generation or to use an existing one. In either case, specify a parameter set name and choose Next.

In the Select Items window, enter the following data and choose Next:

The Select Purchase Quotation Line Items window appears. You see the preferred vendors that are associated with the items you intend to purchase. You can choose to group the list by business partner or by item.

If there is no preferred vendor for an item, specify a vendor in the Vendor Code column.

Optional: To create the purchase quotations as drafts for later editing, select the Create Draft Doc. checkbox.

To proceed, select the lines requested to be included in a purchase quotation and choose Next.

In the Preview Results window, the vendors that receive a request for a quotation and the related items are presented.

To change any previous data, choose Back and make your changes in the previous windows.

To save your parameters and execute the wizard, choose Next.

In the Save and Execute Options window, specify which tasks the wizard should carry out and choose Next:

If you choose to execute or save and execute the wizard, select which action to take if an error occurs, for example, skip to the next vendor or stop the document creation process.

If you choose to execute or save and execute the wizard, the application displays a system message.

To proceed, confirm the system message.

The Summary Report window displays which documents were created and any errors that occurred. The documents that were created share the same group number.

To exit the wizard, choose Close.

Create a sales order and enter the relevant customer and item information.

On the Logistics tab, select the Procurement Document checkbox.

To save the sales order, choose Add.

The procurement confirmation wizard appears. In the Customer window, the customer for whom you created the sales order is preselected.

Optional: If you want to create purchase quotations for additional sales orders, you can add customers to the list by choosing Add and selecting the relevant customers.

To proceed, choose Next.

In the Sales Orders window, select one or several sales orders that contain the items for which you want to obtain a purchase quotation, and choose Next.

In the Select Order Line Items window, choose purchase quotation as a target document.

If preferred vendors have been defined for an item on the Purchasing Data tab of the item master data, all preferred vendors are displayed in the table. If no preferred vendors have been defined, you must specify a vendor in this step to be able to proceed or deselect the item line.

You can deselect any lines that you do not want to create a purchase quotation for. In addition, you can change the vendor code, vendor name and item quantities. However, you must change the quantity for each vendor individually.

Optional: To create the purchase quotations as drafts and edit them later, select theCreate Draft Doc. checkbox.

To proceed, choose Next.

The Purchase Quotations window displays which vendor will receive a request for quotation for which items. You can deselect any lines that you do not want to create a purchase quotation for.

Choose Next.

In the Consolidations window, specify the system response to errors that may occur in the document generation process. To do so, make a selection in the If an Error Occurs field and choose Next.

The purchase quotations are consolidated by vendor.

The Preview Results window appears. It displays all purchase quotations that will be created, grouped by vendor and the consolidations options you selected.

To generate the documents, choose Next.

The application creates the relevant documents and displays a summary report of all documents that were created and any errors that occurred.

Open the item master data record of the item for which you want to obtain a quotation.

From the menu bar, choose  Go-to Create Purchase Quotation .

The Select Items window of the purchase quotation generation wizard appears.

In this window, enter the required quantity and date of the item. If required, add other items to the list and choose Next.

In the Select Order Line Items window, choose purchase quotation as a target document and select the vendor from whom you want to obtain the purchase quotation.

If a preferred vendor has been defined for an item in the item master data, the preferred vendor is entered as a default for the item. You can change this data, if required.

Optional: To create the purchase quotations as drafts and edit them later, choose Create Draft Document.

To proceed, select the lines that you want to include in a purchase quotation and choose Next.

The Preview Results window appears.

To change any of the data, choose Back and make your changes in the previous windows.

To save your parameters and execute the wizard, choose Next.

The Save & Execute Options window appears.

In this window, specify which tasks the wizard should carry out and choose Next:

If you choose to execute or save and execute the wizard, select which action to take if an error occurs, for example, skip to the next vendor or stop the document creation process.

If you choose to execute or save and execute the wizard, the application displays a system message.

To proceed, confirm the system message.

The Summary Report window displays which documents were created and any errors that occurred.

To exit the wizard, choose Close.

Specify the system response to errors that may occur in the document generation process. To do so, make a selection in the If an Error Occurs field, and choose Next.

The Preview Results window appears. It displays all purchase quotations that will be created grouped by vendor and the consolidations options you selected.

To generate the documents, choose Next.

The application creates the relevant documents and displays a summary report of all documents that were created and any errors that occurred.