{"id":30612,"date":"2026-10-29T11:44:27","date_gmt":"2026-10-29T11:44:27","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30612"},"modified":"2026-10-29T11:44:29","modified_gmt":"2026-10-29T11:44:29","slug":"streamline-vendor-quotations-with-the-new-vendor-rfq-entity-in-sage-crm-sage-100","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/streamline-vendor-quotations-with-the-new-vendor-rfq-entity-in-sage-crm-sage-100\/","title":{"rendered":"Streamline Vendor Quotations with the New Vendor RFQ Entity in Sage CRM\u2013Sage 100"},"content":{"rendered":"\n

When preparing quotations, businesses may need to obtain pricing from multiple vendors for the same product or quote line item. Managing these requests manually can lead to duplicate records, repetitive data entry, and difficulties tracking vendor responses.<\/p>\n\n\n\n

To simplify this process, a customized Vendor RFQ (Request for Quotation) entity has been introduced in GUMU™ for Sage CRM\u2013Sage 100. It allows users to create vendor quotation records directly from the Quote Line Entry (QLE) screen, compare vendor responses, select the preferred vendor, and carry the selected vendor information into the sales order process.<\/p>\n\n\n\n

Creating Vendor RFQs from QLE<\/h2>\n\n\n\n

The QLE screen includes an RFQ checkbox in both the upper and lower grids. When selected, the system automatically creates a Vendor RFQ record containing the Product Code, Product Description, and Quote Reference Number.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The RFQ checkbox is selected by default for miscellaneous items. If a user unchecks the checkbox for a quote line item and clicks Update, all associated Vendor RFQ records, including cloned records, are deleted.<\/p>\n\n\n\n

Vendor RFQ records can be managed through a dedicated list and entry\/edit screen, with a Vendor RFQ tab available within the Opportunity context. The standard New button is hidden so that initial records are created through the QLE process and remain associated with the appropriate quote line item.<\/p>\n\n\n\n

Requesting Quotations from Multiple Vendors<\/h2>\n\n\n\n

The Vendor RFQ entity includes a Clone action that allows users to create additional quotation records for the same quote line item.<\/p>\n\n\n\n

When a record is cloned, the Item Code, Item Description, and Quote Reference Number are carried forward. Other fields are cleared or reset so the new record can be completed for another vendor. Selecting a vendor is mandatory for a cloned record, and cloning is restricted if the parent Vendor RFQ does not have a vendor selected.<\/p>\n\n\n\n

To maintain data accuracy, duplicate validation prevents records with the same combination of Vendor, Item Code, Quote Reference, and Quote Line Item ID. This validation applies when creating, editing, or cloning Vendor RFQ records.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Managing Vendor RFQ Status and Selecting a Vendor<\/h2>\n\n\n\n

The Vendor RFQ Status defaults to Sent when a record is created. Users can change the status only after selecting a vendor.<\/p>\n\n\n\n

When a Vendor RFQ status is changed to Rec’d Selected, the corresponding Quote Item is automatically updated with the selected vendor’s details:<\/p>\n\n\n\n