Generating a Quotation Request from a Purchase Requisition Lesson


  1. Click the State of Nebraska link.

    Step 1
  2. Click the Purchasing - Agencies link.

    Step 2
  3. Click the Quotation Requests - Agency link.

    Step 3
  4. Click the Commodity Quotation Request - Agency link.

    Step 4
  5. Click the Gen Comm Quote (OQ) from Req (OR) link.

    Step 5
  6. Enter the order number in the Order Number field (and Order Type if not defaulted), to minimize the search.

    Step 6
  7. Enter the desired information into the Order Number field.


    Enter "48357".

    Step 7
  8. Click the Find button.

    Step 8
  9. Choose the row(s) in the grid reflecting the detail lines from which you want to generate a quotation request.


    Note: It is possible to choose detail lines from multiple requisitions to generate a single quotation request.


    Click the Row:1 option.

    Step 9
  10. Click the Row:2 option.

    Step 10
  11. Click the Row button.

    Step 11
  12. Click the Order Release menu.

    Step 12
  13. Header Information


    Review and update the following fields on the Header as required:


    o Branch/Plant - Note: 9000 is not a valid Branch/Plant for a Quotation; this will result in an Error

    o Buyer

    o Ship To


    Note:  Changes made to the order release will be reflected on the generated Quotation Request. They do not change the original Purchase Requisition.

    Step 13
  14. Click in the Branch/Plant field.

    Step 14
  15. Update the Branch/Plant if necessary.


    Enter "65025009".

    Step 15
  16. Release Information


    Release Qty automatically populates from the Requisition.  This can be increased or decreased during this process.


    Release Amt is calculated using Release Quantity and Unit Cost

    Step 16
  17. Click in the Release Qty field.

    Step 17
  18. Enter the desired information into the Release Qty field. Enter "50".

    Step 18
  19. Press [Tab].

    Step 19
  20. Click the Detail Information tab.

    Step 20
  21. Detail Information


    Inventory Number - autopopulates from Requsition.


    Description 01 - Autopopulates from Requisition.  Update as necessary


    Account Number - Update as necessary

    Step 21
  22. Click in the Account Number field.

    Step 22
  23. Enter the desired information into the Account Number field. Enter "65025009.531100".

    Step 23
  24. Click the Dates tab.

    Step 24
  25. Dates


    Requested - Update as necessary


    Promised Delivery - Update as necessary

    Step 25
  26. Click the OK button.


    Note:  If multiple rows were chosen, the Order Release window refreshes with the next item. Repeat Steps for each detail line that you wish to include on the Quotation Request.


    Step 26
  27. Click in the Branch/Plant field.

    Step 27
  28. Enter the desired information into the Branch/Plant field. Enter "65025009".

    Step 28
  29. Enter the desired information into the Account Number field. Enter "65025009.531100".

    Step 29
  30. Click the OK button.

    Step 30
  31. Optional, view Quotation Request prior to generation, click the Form button.

    Step 31
  32. Click the Review Order(s) menu.

    Step 32
  33. Check the box on the Row for the document to review.


    Click the Row:1 option.

    Step 33
  34. Click the Row button.

    Step 34
  35. Click the Details menu.

    Step 35
  36. Click the Cancel button.

    Step 36
  37. Click the Cancel button.

    Step 37
  38. Generate the Quotation Request


    Click the Form button.

    Step 38
  39. Click the Generate Order(s) menu.

    Step 39
  40. The new Order Number and Or Ty (Order Type) will appear and should be recorded


    If any changes need to be made to this new document, reference the Revising a Procurement Document training guide.

    Step 40
  41. Click the Close button.

    Step 41
  42. Click the Close button.

    Step 42

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