Hi Samuel

I just went through this with a client. It may not be exactly what you are looking for, but it should give you some ideas.

A customer returns a part for repair, which the client then ships out to the vendor with an RFQ. Once the vendor provides a quote, the customer decides whether it's worth doing the repair.

The goal is to use Adagio to track the status of the repair, while minimizing double-entry.

I came up with the following (simplifying a bit). The RFQ is entered as an archived quote in SalesCQ, to a "prospect". The prospect list is actually a list of vendors (this is the only duplication needed). A "quote" is printed that is used as the packing list for the RFQ.

When the vendor replies with a price, the archived quote is moved to a live quote, changing the "prospect" to the actual customer, and filling in the dollars. It is sent to the customer as a quote.

When the customer accepts the quote, it is copied to a sales order in OrderEntry, and from there PurchaseOrders picks up the sales order number and brings it in as a PO. No additional data entry required.

Steve