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After a Pre-Purchase Requisition has been Raised and Approved, go to Requisition and click on Purchase Pre-Requisition List
Double-click on Pre-Purchase Requisition with status of "Pending Purchaser Review"
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Scroll to check items and information.
Then, click on Convert To Request.
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[Optional] Click on Send Back if further clarification from Requester is required.
Type in the Reason and click Send Back.
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Status will change to Sent Back on the list.
The requisition will then need to be Approved once more before Purchaser can review and convert to a Request.
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After you click Convert to Request the status on Purchase Requisition List will change to Pending Submission.
Double-click on the line item.
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The requisition details will auto-populate.
Select Yes on Do you want to go for RFQ Process?
Proceed with RFQ.
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Initial Settings and General Information will be auto-populated.
Input the necessary details on Vendor Information and Request Terms accordingly.
Remember to select One-off Quotation on RFQ Type*.
Also note that on Due Date, you may select the Date AND Time of when the quotations are due to be received from the vendors.
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Scroll down to External Conversations to 1) Send a message to All invited vendors and 2) Attach relevant document/s.
Click on Send to Vendors.
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Your Purchase Requisition has now been converted into a one-time RFQ (from Pre-purchase requisition).