CONFIGURE VENDOR QUOTES SETTINGS

Use this screen to set up auto-numbering for requests for quotes and/or vendor quotes.

Location

Auto-Assign RFQs

Select this check box to automatically number RFQs. Clear this check box to manually enter RFQ numbers before you can save an RFQ.

Last RFQ ID

If you select the Auto-Assign RFQs check box, you must enter the last RFQ ID issued before using Costpoint to generate new RFQs. Costpoint will increase the number of the last RFQ ID by one. If you are not currently using a quote system, the starting RFQ ID can be zero. If you modify a number manually in the Manage Request For Quotes by Vendor or Manage Request For Quotes by Item screens, the number you enter will not update this field.

To have RFQs printed in correct numeric order, you must select a ceiling number not to exceed 10 digits. For example, if the highest number desired is "9999999999," enter zero as "0000000000;" or if the highest number desired is "RFQ-9999," and the last RFQ number used was "RFQ-124," enter that number as "RFQ-0124."

The Last RFQ ID is always incremented from the right and only if the rightmost character is numeric (rather than alpha). For example: "RFQ594123" becomes "RFQ594124;" "RFQIDABCD9" becomes "RFQIDABCD0;" "9999999999" becomes "0000000000;" "RFQ999999A" is not incremented. You should enter sufficient numeric characters to the right to ensure that duplicates do not occur.

Auto-Assign Quotes

Select this check box to automatically assign vendor quote IDs. Clear this check box blank to manually enter quote IDs before you can save a quote.

Last Quote ID

If you selected the Auto-Assign Quotes check box, you must enter the last quote ID issued, up to 10 alphanumeric characters, before using Costpoint to generate new quotes. Costpoint will increase the number of the last quote ID by one. If you are not currently using a quote system, the starting quote ID can be zero. If you modify a number manually in the Manage Vendor Quotes by Item and/or Manage Vendor Quotes by Vendor screens, the number you enter will not update this field.

To have quote IDs printed in correct numeric order, you must select a ceiling number not to exceed 10 digits. For example, if the highest number desired is "9999999999," enter zero as "0000000000;" or if the highest number desired is "QT-9999," and the Last Quote ID used was "QT-124," enter that number as "QT-0124."

The Last Quote ID is always incremented from the right and only if the rightmost character is numeric (rather than alpha). For example: "QT594123" becomes "QT594124;" "QTIDABCD9" becomes "QTIDABCD0;" "9999999999" becomes "0000000000;" "QT9999999A" is not incremented. You should enter sufficient numeric characters to the right to ensure that duplicates do not occur.