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How to access Create an RFP or RFI Request from Purchase Requests

Bhagyalakshmi1
Tera Contributor

‎08-15-2025 09:32 AM

Hello,

 

I have enabled all SPO plugins in my PDI. However, I am unable to find Create an RFP or RFI record producer as it is shown in the attached screenshot.

 

Can anyone help how can I access this item in PDI?

 

Bhagyalakshmi1_0-1755275159488.png

 

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Maik Skoddow
Tera Patron
Tera Patron

‎08-15-2025 11:04 PM

Hi @Bhagyalakshmi1 

 

  • Check that you have installed ALL related SPO demo data plugins, not just the application plugins.

  • Navigate to "Record Producers" in your instance and search for keywords like "RFP" or "RFI."

  •  You might also want to check if the record producers are restricted by roles, user criteria, or not set to be visible in the Service Portal.

Maik

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