PO-G  Convert RFQ's

Purpose of Program

Use this program to convert a request for quotation (RFQ) into a live purchase order.  You can convert either full screen RFQ's entered through PO-E  Enter/Print RFQ's or verbal RFQs entered through PO-F  Enter Verbal RFQ's.

When RFQ's are converted, they can be deleted or retained in the RFQ file, and you can selectively convert only items with quantities.

General Program Operation

Enter the RFQ number to be converted in the Convert Quote Number field.   The next available PO number will be displayed in the P/O Number field.  It can be accepted or overridden.

The Order Date will default to the system date.  You can accept it or override it.

Enter the Estimated Receipt Date.  Whatever date is entered will be used for all line items on the RFQ.  If the dates are to differ from one another, you will have to go into the PO once it is created and change the dates there.

If you did not reference a work order on the RFQ and you wish to tie the RFQ to a work order, enter the work order number.  Indicate if the contents of the notes screen are to be transferred to the purchase order.

Specify if the quote is to stay on file or is to be purged.  If an RFQ stays on file, it can be converted again and again.  If you are using the RFQ as a template purchase order, you can specify the program to only convert items with quantities, and then to clear all the quantities so that the RFQ is cleared of quantities for future use.

When you have completed your entries, verify that they are correct and the program will begin processing.