DETAILS

Use this tab to enter buyer and vendor information about the selected Request for Quote (RFQ).

Vendor

Use this field to enter, or click to select, the vendor for the RFQ. The vendor's description and location display in the adjacent fields. The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, a warning displays.

Address

Use this field to enter, or click to select, the vendor's order address code to which the RFQ is to be sent. The lookup list displays all the addresses that are assigned to the selected Vendor.

Establish vendors using the Manage Vendors screen.

Buyer

Use this field to enter, or click to select, the buyer that is responsible for the RFQ. Enter buyers in the Buyers screen in the Purchasing Controls menu in Costpoint Purchasing.

Establish buyers using the Manage Buyers screen in Costpoint Purchasing.

Br Loc

This field displays the branch location for the selected Buyer.

Reference

Use this group box to enter information about the proposal to which the RFQ is referenced.

Proposal

Use this field to enter, or click to select, the proposal ID for which the RFQ is being generated.

Establish proposal information using the Manage Proposals screen in Costpoint Materials Estimating.

Rev

Use this field to enter, or click to select, the revision of the proposal for which the RFQ is being generated.

Requisition

Use this field to enter, or click to select, the requisition ID for which this RFQ is being created.

Create requisition using the Manage Purchase Requisitions screen.

Procurement Type

Use this field to enter, or click to select, the procurement type code to assign to the selected Requisition. The procurement type's description displays on the adjacent field.

Quotes Required

This field displays the number of quotes required for the selected Procurement Type.

Quote Reqd Date

Use this field to enter, or click to select, the date by which the vendor's response should be received for this RFQ.

Valid Through Date

Use this field to enter, or click to select, the date through which the vendor's quote is valid after responding to the RFQ.

RFQ Printed

This check box is selected after you print the RFQ. Any time you print the RFQ after selecting this check box, 'DUPLICATE' prints on the RFQ to indicate that the RFQ was printed.

Clear this check box to remove the 'DUPLICATE' print when printing the RFQ.

Vendor Contact

Use this group box to enter information about the vendor's contact person.

First Name

This field displays the first name of the vendor's default contact person. You can enter a different first name in this field.

Last Name

This field displays the last name of the vendor's default contact person. You can enter, or click to select, a different last name in this field.

Phone

This field displays the telephone number of the contact person. You can enter a different telephone number in this field.

Fax

This field displays the fax number of the contact person. You can enter a different facsimile number in this field.