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Create a Purchase Quote

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To Create a Purchase Quote or work with an existing one:

For a new Purchase Quote, on the Tasks Panel at the left of the work screen, use the Action Manager to select New PO Quote.

For an existing Purchase Quote, on the Tasks Panel at the left of the work screen, use the Lookup Manager to select PO Quote Lookup. The full-size Lookup screen will appear. (To add or change a record, see Large Lookup, Add or Edit.)
You can also enter this screen by using Process Parts Requirements, where the Action you select for processing includes the choices of Create PO Quote and Add to PO Quote.

 


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