Create request for quotation disabled

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Posted on by Gepoy

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Hi,

I created a purchase requisition and the status is In review. However, am not able to create a RFQ because the link is disabled. Is this about purchasing policy? Need your help, thank you.

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CU21011815-0 1,943 on at

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I think you have a workflow setup for the purchase requisition unless you are the one that can approve the requisition you won't be able to create the RFQ. There's a video that is online that shows the process. See link below....

organicax.com/.../

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SouravDam 11,730 on at

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Hello Gecel,

Could be due to purchasing policy setup.

Can you check in Purchase requisition RFQ rules and see if you have set any specific criteria for requiring a request for quotation for a purchase requisition line?

By default; it will be always set to Never.

Please check if setting up "Never" here is actually solving this case or not.

Is that issue happening for all users or any specific user? Have you checked by logging in with system admin user?

Also make sure that below roles have been assigned to the user (who is Not a system admin) who is facing this issue.

--- Buying agent

--- Purchasing agent

Kindly check and update in the Forum.

Best regards,
Sourav Dam

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Gepoy 496 on at

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Hi Scott,

I did assigned the reviewers to a user group. But still, at the end of other user, the create request for quotation is still disabled.

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Gepoy 496 on at

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Hi Sourav,

Yes, the said setting is set to Never. And in the case of other user, the said button - create rfq is still disabled.

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SouravDam 11,730 on at

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Hello Gecel,

Ok so you mean only system admin can only see the RFQ tab!

Have you checked by adding below roles to other user who is not able to see this?

--- Purchasing agent

--- Buying agent

Best regards,
Sourav Dam

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Gepoy 496 on at

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just change the value of the field to consumption.

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Rahul Mohta 21,032 on at

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One can create an RFQ from a purchase requisition only when the status of the purchase requisition is Pending approval and cannot complete, reject, approve, or perform any other actions on the purchase requisition while the RFQ is in progress.

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SouravDam 11,730 on at

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Hello Gecel,

Couple of suggestions already provided on this thread.

Is this sorted out or still any further challenges left?

Appreciate if you kindly check and update the Forum.

Best regards,
Sourav Dam

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Gepoy 496 on at

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Hi Sourav,

This is now sort out, I just override the requisition purpose and change it to consumption.

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