Create inquiry from planned requisition - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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Smart Materials/Smart Reference Data Version
10.1

You can create an inquiry based on the data of a planned requisition, which is of special interest if you have already defined potential bidders. This allows you to prepare the request for quotation at a very early stage without having an engineering requisition. After the requisition has been created, you must only link this requisition to the inquiry.

  1. Click the Planning task on the dashboard, or select Planning from the Tasks list. Select a planned requisition in the tree.

    The planning item details appear on the right panel.

  2. Click Planning to display the Planning section.

  3. Select the Potential Bidders tab.

  4. Click Create Inquiry.

    An inquiry is created with the same name as the planned requisition.