- You want to generate Pre-item records (PIR) through opportunity.
Navigate to Transactions > Sales > Create Opportunities.
Select the form which is configured with eXtendVendor RFQ fields.
Specify the Vendors who will be quoting the item in the RFQ Multi-Vendor field. Note: you may add as many Vendors as needed.
Enter item data in the Body Fields in the Primary Information, Item Details, Imprinting / Embellishment Details, Additional Charges, Quantities, Duty & Fees, and Packing & Logistics field groups listed on the form with the information for your Item.
Use the Create/Update Item and Create/Update Item New buttons to create and update the PIR record sublist with item details. Using these buttons, you can configure more than one item to have PIRs created and to be quoted by your Vendor(s).
Repeat steps 2, 3, and 4 for as many items for which you want to quote.
Click the Opportunity’s Save button when you have finished entering your Item Details and PIR Records. When you save the Opportunity Record your PIR Records will be created and attached to the Opportunity.
Navigate to the Vendor RFQ PIR Records subtab to see your list of generated PIR Records. Click on the ID column to open the associated PIR Record.
Note: PIR records can be created directly from custom record without creating Opportunity.