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How do I convert an approved purchase request to a request for quote?
You can process a purchase request by converting its items into a request for quote. Here’s how:
- Click Purchase Requests under Procurement.
- Click the purchase request you want to convert.
- Click Create in the top right corner and select Request for Quote from the dropdown.
- Select the items you want to convert from the dropdown and click Continue. You’ll redirected to the New Request for Quote page.
- Create a Request for Quote with the selected items.