Use this subtask to create a request for quote for this requisition line item or link an existing RFQ. This subtask displays all RFQs for the item ID. If the item/vendor RFQ combination does not already exist, you can enter a new RFQ here. You can add additional lines, quantity breakpoints, and other information to the RFQ after you have created it in the Enter RFQs by Vendor or Enter RFQs by Item screens. You can also generate RFQ lines in the Create RFQs for Proposals application in Costpoint Materials Estimating, in which case the Proposal field in this table window will display the proposal ID from which the RFQ was created and assigned.
These fields display the requisition ID, revision, line number, line revision number, and line status from the main screen, and are originally assigned in the Enter Requisitions screen.
These non-editable fields display the item ID, revision, miscellaneous line charge type, the requisition unit of measure, and the item description from the requisition line.
This field displays the quantity entered in the requisition line for this item.
These non-editable fields display the procurement type code and description entered in the requisition line and the number of quotes required assigned to that procurement type.
Enter a "Y" (Yes) to save this RFQ. RFQs already created in the Request for Quotes screens will display a value of "N" (No) and cannot be created again.
Enter, or use Lookup to select, a valid vendor. 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," you will receive a warning. The vendor must already exist in the Vendors table. This is a required field.
This field displays the vendor name for the vendor ID entered.
Enter, or use Lookup to select, the vendor's order address code to which this RFQ should be sent. This is a required field.
If the Vendor ID entered is an approved vendor for this item, "Y" (Yes) will display in this field. If this is the preferred vendor, a "P" (Preferred) will display. An "N" (No) indicates that this vendor is not acceptable for this item. If the vendor has not been approved, the field will remain blank. Use Lookup to display all vendors linked to this item.
The RFQ number, containing up to 10 alphanumeric characters, is the unique identifier for this request for quote throughout Costpoint. The RFQ number will be incremented and automatically assigned only when you have selected the Auto-Assign RFQs checkbox in the RFQ Settings screen and entered a Last RFQ ID. The system will increment the Last RFQ ID in the RFQ Settings screen by one. When you have entered all data and saved the line, the system will automatically assign the next available number. It will be displayed in this field.
If you have not selected the Auto-Assign RFQs checkbox in the RFQ Settings screen, you must enter an RFQ ID before you can save the new record. The system will not store the last number used, so you must track the RFQ numbers in your own log. The RFQ ID is a required field.
Enter the status for the RFQ from the following selections:
P - Pending. This request for quote line is pending approval and is not ready to be sent to the vendor.
O - Open. This request for quote line is open and ready to be sent to the vendor (or has been sent to the vendor with no response received).
C - Closed. The vendor has returned the quote for this item and no further action is required.
V - Void. This request for quote line has been voided and no processing will occur. This RFQ cannot be printed.
Enter, or use Lookup to select, the unit of measure the vendor should use when quoting this item. This field defaults from the requisition U/M but can be changed.
Enter the quantity the vendor should quote for this item. This amount defaults from the requisition line quantity but can be changed.
Enter the last name of the vendor's contact, up to 25 characters. The default contact (lowest sequence number) for the selected vendor address will display but can be changed in the Header subtask of the Enter RFQs By Vendor or the Enter RFQs By Item screen, and only if the RFQ status is "O" (Open).
Enter the first name of the vendor's contact, up to 25 characters. The default contact (lowest sequence number) for the selected vendor address will display but can be changed in the Header subtask of the Enter RFQs By Vendor or the Enter RFQs By Item screen, and only if the RFQ status is "O" (Open).
Enter the phone number for the vendor's contact, up to 25 characters. The phone number of the default contact (lowest sequence number) for the selected vendor address will display but can be changed.
Enter the fax number for the vendor's contact, up to 25 characters. The fax number of the default contact (lowest sequence number) for the selected vendor address will display but can be changed.
Enter, or use Lookup to select, the manufacturer ID for the item to be quoted. The manufacturer will default when the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition.
Enter, or use Lookup to select, the manufacturer part number for the part to be quoted. The manufacturer part number will be the default when the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition. Lookup is available to select other manufacturer parts in the Alternate Parts table.
Enter the revision for the manufacturer part to be quoted. The revision of the manufacturer part will be the default when the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition.
Enter, or use Lookup to select, the vendor part for the part to be quoted. The vendor part will be the default when the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition. Lookup is available to select other vendor parts in the Alternate Parts table.
Enter the revision for the vendor part to be quoted. The revision of the vendor part will be the default when the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition.
Enter free-form text, up to 254 characters, for this RFQ line.
This field displays the date of the last purchase order created for this vendor/item.
This field displays the date of the last quote created for this vendor/item.
This field displays the vendor status for the PO. Valid values are "O" (OK), "W" (Vendor Warning), and "H" (On Hold).
This field displays the size classification selected for this vendor in the Vendor Classification Codes subtask of the Maintain Vendors screen. The values are "L" (Large), "S" (Small), "N" (Nonprofit), and "F" (Foreign/Other).
This field displays a "Y" if you selected Woman-Owned in the Vendor Classification Codes subtask of the Maintain Vendors screen for this vendor. An "N" (No) indicates this business is not woman owned.
This field displays a "Y" if you selected Disadvantaged (Include Minority-Owned) in the Vendor Classification Codes subtask of the Maintain Vendors screen for this vendor. An "N" (No) indicates this is not a disadvantaged business.
This field displays a "Y" if you selected HUBZone in the Vendor Classification Codes subtask of the Maintain Vendors screen. An "N" (No) indicates this is not a labor-surplus area business.
This field displays a "Y" if you selected Historical Black Colleges and Universities/Minority Institutions in the Vendor Classification Codes subtask of the Maintain Vendors screen. An "N" (No) indicates that this vendor is not classified as a Historical Black College and Universities/Minority institution.
This field displays the quote ID associated with this RFQ.
This field displays the quote line number associated with this RFQ.
This field displays the requisition ID associated with this RFQ.
This field displays the requisition line number associated with this RFQ.
This field displays the proposal associated with this RFQ.