this document I prepared by gathering information from meta link. this document describe about how to create a sourcing RFQ from a requisition and then the sourcing RFQ get converted into either standard PO or blanket PO

1. How to Demonstrate Requisition to Sourcing RFQ To Purchase Order (Doc ID
1612667.1)
1. CHORTON - Buyer User - Creating the Requisition into a Negotiation - and Publishing the
Negotiation
CHORTON/welcome - Purchasing, Vision Operations - Requisitions/Requisitions
- Login and Create the requisition. Approve the requisition.
- Item is DVD-B100 - enter a price and quantity
Autocreate the requisition into a Sourcing RFQ as noted in the screen shots below.

2. The Negotiation will now open. Uncheck the Approver checkbox, so it does not route for
approval.
Enter a description. NOTE: The Outcome is shown as Standard Purchase Order in the
negotiation header
Choose the Lines Menu Option from the upper left so that the Lines can be seen.
- This is the main navigation to the various parts of the negotiation

3. Choose the Update icon - Pencil - for the line
Ensure there is a Start Price - Target Price - and Current Price. Some will default automatically
from the requisition.
Choose Apply
Choose the Controls option on the far left - just under lines in the main Negotiation menu

4. Choose the Preview date and Open date options - set them as 'Immediately'.
- On the far left choose the checkboxes as noted in the screen print - or as desired
- Make sure to at least check the box for 'Allow manual close before the Close Date'
Choose Contract Terms - from the Main Negotiation menu on the far upper left.
Apply the default contract template
Select the Suppliers menu option on the far left - from the Main Negotiation menu options

5. Choose the Add Supplier button as noted below
Search on the Supplier Allied Manufacturing as noted below

6. Choose the Add to Invited Suppliers button and then hit the Apply button..
IMPORTANT - Once its added - choose the supplier contact Francis, Veronica and the Supplier
Site Los Angeles - Choose Review

7. The next screen shows the negotiation preview
- Select the Publish button on the far right
The Negotiation is now successfully published.
Logoff the user CHORTON
2. ALLIED- Supplier User - Quote Creation From the Supplier - against the newly created
Negotiation/RFQ
This represents the supplier logging into the system and creating a quote
Login as ALLIED/welcome - choose Sourcing Supplier - Sourcing - Sourcing Home Page

8. Select the Negotiation from the list under 'Your companys open invitations'
The upper right contains a main drop down for actions - choose Create Quote

9. Contract Terms appear - select the checkbox to accept the terms
Enter a quote valid until date in the upper right
- This should surpass the Negotiation Close out Date

10. Choose the Lines tab (upper left next to Headers)
Enter a quote price and promise date and then choose Continue
Choose Submit in the upper right to submit the quote

11. The quote will now show as submitted
Logoff as ALLIED (Supplier)
3. CHORTON - Buyer - Close out the Negotiation and Award the Quote
CHORTON/welcome - Purchasing, Vision Operations - Buyer Work Center – Negotiations

12. Select the Negotiation which was created earlier and the Supplier has responded with a quote.
Utilize the drop down in the Upper Right to choose the Option of Close RFQ.
- This is available as we chose the checkbox in Controls when creating the RFQ - that allows for
Early Closure

13. Select Immediately - and enter a Note to Suppliers if desired.
The primary screen appears - choose from the Drop Down - upper Right - Award By Quote

14. The quote is shown which was created by Allied Manufacturing earlier - select the checkbox
- Choose the Award button
The screen too follow lists all the RFQ Details
- Midway down - choose the ellipse box that says 'Award'

15. Change the upper right drop down to Save Award and choose Go
- A message appears showing
award was saved
- Click on the RFQ number in the upper left - in the breadcrumb navigation which is shown (its
highlighted in the screen print)
The primary Negotiation screen is shown - from the top right drop down - choose Complete
Award

16. Select the Create Standard Purchase Order option
- Choose Submit button
The screen to follow offers some options for Submitting the Purchase Order for Approval - etc..

17. Choose Submit
The result is shown - a Purchase Order
Click on the Purchase Order Number Link - to view the purchase order in the Buyer Work
Center