Method 1
From Home Screen Select Active Requirements on left under Company Snapshot
From Active Requirements Screen – Click New Requirement on the left under Common Tasks
Complete as many fields as possible as this information will transfer to quick offer, quote, sales order, purchase order, invoice, etc.
Click “Save/Close”
Method 2
From Home Screen Select Company Search from Top Ribbons
Search for Company and highlight company requesting RFQ
Select New Requirement on left under Transactions
Complete as many fields as possible as this information will transfer to quick offer, quote, sales order, purchase order, invoice, etc.
Click “Save/Close”
Method 3
From Home Screen Select Company Search from Top Ribbons
Search for Company placing the Requirement and open by double clicking on company
Select Requirements tab
Select Add Req
Complete as many fields as possible as this information will transfer to quick offer, quote, sales order, purchase order, invoice, etc.
Click “Save/Close”