VIEW VENDOR QUOTES

Use this screen to trace vendor quotes throughout the entire quote-obtaining process, including information about requests for quotes (RFQs) or requisitions that generated quotes.

Enter quotes using the Manage Vendor Quotes by Item or Manage Vendor Quotes by Vendor screen.

After entering your specifications, click on the toolbar to run this report and review the result set.

Location

Vendor

Use this field to enter, or click to select, the ID of the vendor for which you would like to view quote information. You can use this field in conjunction with the Select Status group box. The vendor's name and location display on the adjacent fields.

Enter vendor information using the Manage Vendors screen.

The vendor must not be flagged as a payroll vendor. If the vendor has an Approval Code (set on the Approve Vendors screen) of Not Approved or Pending, or if its Vendor Status for PO is On Hold, Costpoint displays a warning.

Quote

Use this field to enter, or click to select, the identification code of the vendor quote to view.

Show Expired Quotes

Select this check box to include expired quotes in the result set.

RFQ

Use this field to enter, or click to select, the RFQ ID linked to the selected Quote.

Requisition

Use this field to enter, or click to select, the requisition ID linked to the selected Quote.

Select Status

Use this group box to define whether you would like to view only open or closed quotes, or all quotes.

Open

Select this check box to view quotes with a status of Open.

Closed

Select this check box to view quotes with a status of Closed.

Table Window

Use this table window to view vendor quotes based on the settings you specify on the upper block.

Vendor

This field displays the vendor ID.

Vendor Name

This field displays the vendor name.

Location

This field displays the vendor location.

Quote

This field displays the vendor quote ID.

Quote Type

This field displays the vendor quote type.

Establish quote types using the Manage Vendor Quote Types screen and assign them using the Manage Vendor Quotes by Item and/or Manage Vendor Quotes by Vendor screen.

Status

This field displays the vendor quote's status. The possible values are:

• Open - This indicates that this vendor quote is valid and has not expired.

• Closed - This indicates that this vendor quote has expired or is no longer valid.

Quote Date

This field displays the date on which this vendor quote was created.

Expiration Date

This field displays the date on which this vendor quote expires.

Original RFQ

This field displays the RFQ ID, if any, that initiated this vendor quote.

Original Requisition

This field displays the requisition ID, if any, that initiated this vendor quote.

Trans Currency

This field displays the transaction currency code specified for the quote in the Exchange Rates subtask of the Manage Vendor Quotes by Item and Manage Vendor Quotes by Vendor screens. Unless otherwise noted, all amounts on this screen are in this currency.

Vendor Approval Status

This field displays the vendor's Approval Code, set on the Approve Vendors screen. The statuses are:

• A - Approved

• N - Not approved

• P - Pending

Subcontractor Agreement

This check box displays whether the requisition is for creating subcontractor agreements. If this is selected, requisition lines can only be generated into a PO of type Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release.

If the requisition is specified as a Subcontractor Agreement, the buyer has to be authorized to enter a PO type of Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release.

Resource Exists

This check box displays whether a resource exists for this requisition.

US Citizenship Reqd

This field displays whether the associated resource requires US citizenship.

ITAR Authorization Reqd

This field displays whether the resource must be authorized for International Traffic in Arms Regulations (ITAR) restricted items.

Security Clearance System ID

This field displays the security clearance required for the resources associated with the requisition line.

Security Clearance Description

This field displays the description of the security clearance that the resource associated with the requisition needs to have.

Security Clearance Level

This field displays the level of the security clearance that the resource associated with the requisition needs to have.

SCI

This check box displays whether the security clearance that the resource associated with the purchase order line has been cleared for sensitive compartmented information (SCI).

SAP

This check box displays whether the security clearance that the resource associated with the purchase order line has to be cleared for special access program (SAP).

Issuing Agency

This field displays the name of the agency that issued the security clearance.

• Table Information

  Changes to this screen update the following tables:

  • QT_LN

  • QT_LN_CHG

  • RFQ_HDR