How do I convert an approved purchase request to a request for quote?

You can process a purchase request by converting its items into a request for quote. Here’s how:

  • Click Purchase Requests under Procurement.
  • Click the purchase request you want to convert.
  • Click the Create dropdown in the top right corner.
  • Select Request for Quote.
  • Select the items you want to convert from the dropdown and click Continue. You’ll redirected to the New Request for Quote page.
  • Create a Request for Quote with the selected items.