How to use 'Create RFQ' Checkbox in New PO Suggestions Entry

Kinetic ERP
1

Hi all,

I’m curious about the following in the ‘New PO Suggestions’ screen:

Ticking ‘Buy’ and then selecting “Generate Purchase Orders” will create new POs.

Similarly with the ‘Create RFQ’ checkbox, I was expecting that, when we tick this, RFQs would be generated. This doesn’t seem to be the case. How is this checkbox supposed to be used?

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Many thanks for any advice.

2

I’m going off of memory here, so I may be wrong. I believe it does create something in the Buyer Workbench for the buyer that is on that material/part class/etc.

1 Like
3

This is coming in 2024.1 (Safe Harbor :safe_harbor:)

They’re updating the “Generate Purchase Orders” button to now read “Process Suggestions”.

When the slide-out opens, there will be new options to Generate PO’s and/or RFQ Suggestions.

1 Like
4

Just figured out too that you need the Supplier Relationship Management module for the Buyer Workbench.

5

@jkane thank you! You’re correct - it added suggestions in the Buyer workbench. (I was looking directly in RFQ Entry).

@dcamlin that’s great to hear, will make this process much more straightforward.