Create a Quotation Request for Multiple Suppliers from Construction Contract Materials

The Quotation Request option creates a request addressed to one or more suppliers for the selected contract materials, with their quantities and units, without going through a purchase request. The request is linked to the contract’s project, as is every purchase quotation, purchase order, and purchase invoice converted from it later.

Steps

1. Select the materials in the Work Items tab, then Purchase Options → Quotation Request.
2. Choose one or more suppliers in Suppliers.
3. Review the Quotation Request Items and quantities, then click Save.
4. From the request page, convert it to a purchase quotation and choose the supplier to create their purchase quotation.

After saving

• The request is saved, and it can be converted to a purchase quotation for each supplier.
• Every document converted from it stays linked to the contract’s project.
• Canceling takes you back to Quotation Requests.
• No journal entries and no stock transactions.

Convert to purchase quotations

1. Open the saved quotation request.
2. Convert it to a purchase quotation and choose one of the suppliers selected in the request.
3. The purchase quotation opens with the supplier, items, and quantities; enter the prices and save.
4. Repeat for each supplier to compare the quotations, then approve the suitable quotation and convert it to a Purchase Order.
5. Every resulting quotation, order, and invoice stays linked to the contract’s project and to the quotation request.

Error messages and solutions

Message	Cause	Solution
A required field message (on Suppliers)	You didn’t choose a supplier.	Choose at least one supplier.
A message that the file must be of one of the allowed types	The attachment type isn’t supported.	Upload a file of one of the listed types.

FAQs

Do I need a purchase request first?

No; you can start with the quotation request directly from the contract.

How many suppliers can I choose?

One or more.

Does a price transfer from the cost sheet?

No; prices are entered in each supplier’s purchase quotation.

What permission is required?

Manage Purchase Quotations.

Are the converted quotations and orders linked to the project?

Yes.