The following provides a quick reference to the steps required to Create a Request for Quote Requisition using FMS.  These steps may be completed after the user has successfully signed into the BGSU PeopleSoft FMS system.  Further details regarding processes may be referenced in the FMS User Guide provided to those attending BG@100 FMS training sessions.

Creating a Request for Quote Requisition

To create a Request for Quote Requisition:

• Purchasing > Requisitions > Add/Update Requisition
• Change the Origin to Purchasing for RFQ.
• To enter the Requisition Defaults:
  • Click Requisition Defaults
  • Click Override
  • Use the SpeedChart Lookup to look up the Department Cost Center (DCC) and Fund
• To fill in the Line Details:
  • Enter a "See Attached Specs" as the Description
  • Enter a Quantity
  • Enter a Unit of Measure
  • Enter a Category
  • Enter a Price (the maximum price acceptable)
  • Click the RFQ Required check box
• To add Line Comments:
  • Click Add Comments
  • Under Associated Document, click
  • Locate the document containing the specs for the item for which you are requesting the quote
  • Click
  • Click
• To add Header Comments:
  • Click Add Comments
  • Click
  • Browse to the file you want to attach
  • Click
  • Click
• To send e-mail notification:
  • Click
  • Enter purchasing@bgsu.edu in the To field
  • Enter Request for Quote in the Subject field
  • Enter the model number, if appropriate, and the maximum dollar amount you are willing to spend in the Message field
  • Click

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