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.