Before you start
Put the right records and roles in place.
The suppliers and products must already exist. For My Request For Quotations in the Personal workspace, the buyer needs an Employee record whose Username matches their login. The Request for Quotation number series (RFQ) ships with the suite.
Documented sequence
From the shopping list to the purchase order.
Each stage identifies the action, handoff, or record change that moves the work forward.
- 01
Write the request — Buyer
Enter the date, a respond-by Due date, an optional delivery store and a note, then the products and quantities you want, with an optional target price per unit. The request is numbered RFQ… and sits in DRAFT.
- 02
Send it out — Buyer
Send the request to your chosen suppliers by e-mail or print, outside the system, then click Mark Sent. The request moves from DRAFT to SENT.
- 03
Capture the answers — Buyer
Record each supplier's answer as its own Supplier Quote against the request, with validity, reference, currency and the offered prices typed from their document. Each quote starts in RECEIVED.
- 04
Compare and decide — Buyer
Compare the quotes in the Quote Comparison report, Select the winner and Decline the rest. Generate Purchase Order copies the supplier, currency and every line into a DRAFT purchase order; then Close the request.
Connected work
Carry the record into the next decision.
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
The request's delivery store is not carried onto the purchase order; set the store on the order yourself.
A starting point, not a fixed package
Source the way your purchasing team works.
Suppliers, products and stores come from your own records, and the printed request template lives under Documents and can be customised per company. Further changes, such as an approval step before sending or scoring rules for quotes, can be scoped as a Custom adaptation.
Try BusinessIntentsDecision-stage answers
Source with an RFQ FAQs
What is the target price for?
It is what you hope to pay per unit, your private negotiation anchor on the request. It is never shown as a supplier price; supplier prices are typed only on their quotes and are never defaulted from your catalog.
Can we split an order between two suppliers?
Yes. Select and the purchase-order conversion work per quote, so a split award is simply two selected quotes, each generating its own purchase order.
Can a selection be undone?
Yes, Decline also works on a SELECTED quote. Declining is final, though: a DECLINED quote cannot be selected again, so re-enter the quote if the supplier comes back into play.
Are suppliers told about the decision?
Select and Decline both e-mail the supplier a short note quoting the reference they filed the offer under. A supplier without an e-mail address gets nothing sent, and a mail problem never blocks the decision; this needs the instance's outgoing-mail configuration.
Review the real workflow
Run one real sourcing round in BusinessIntents.
Use a real record or transaction to compare the documented flow with the way your team works today.