REFERENCE QUOTES

Use this subtask to view quote information that is referenced on a selected requisition line. If the Preferred Quote field is populated with a quote ID on the requisition line, that quote's information, which is entered in the Enter Quotes by Item screen or Enter Quotes by Vendor screen in Costpoint Procurement Planning, will display in this subtask.

Use this subtask to view reference quote information.

Item

This field displays the item ID of the selected item. The item description displays in the field below.

Rev

This field displays the revision of the item.

Requisition

This field displays the requisition ID associated with the selected item.

Requisition Line

This field displays the line number on the requisition.

Requisition Date

This field displays the date of the requisition.

Req U/M

This field displays the requisitioned unit of measure of the item.

Requested Quantity

This field displays the quantity requested on the requisition line.

Requested Date

This field displays the date on which the item was requested.

Table Window

Vendor Name

This column displays the name of the vendor.

Vendor Location

This column displays the vendor location.

Vendor

This column displays the vendor ID.

Quote

This column displays the quote ID.

Quote Line

This column displays the line number on the quote.

Quote Date

This column displays the date on which the quote was submitted.

Expiration Date

This column displays the date on which the quote expires.

Quote Type

This column displays the quote type code.

Net Unit Cost

This column displays the net unit cost after discounts.

Line Charge Amount

This column displays the line charge amount for this quote line.

Quote U/M

This column displays the quote unit of measure for the item.

Minimum Quantity

This column displays the minimum quantity for the quote line.

Status

This column displays the status of the quote line.

Project

This column displays the project for which the quote was submitted.

Manufacturer Name

This column displays the name of the manufacturer of the item on the quote line.

Manufacturer Part

This column displays the manufacturer part number for the item quoted by the vendor.

Mfg Rev

This column displays the revision of the manufacturer part.

Vendor Part

This column displays the vendor part number for the item.

Vend Rev

This column displays the revision of the vendor part.

Vendor Contact Last Name

This column displays the last name of the vendor contact.

Vendor Contact First Name

This column displays the first name of the vendor contact.

Phone

This column displays the telephone number of the vendor contact.

Trans Currency

This field displays the transaction currency code assigned to the quote line. Unless noted otherwise, all monetary amounts in this screen are in transaction currency.

Func Curr Net Unit Cost

This field displays the net unit cost of the item in functional currency. The system calculates this field by multiplying the Net Unit Cost by the Trans to Func rate in the Exchange Rates subtask of the Enter Quotes by Vendor and/or Enter Quotes by Item screens in Costpoint Procurement Planning. 

Func Curr Line Charge Amount

This field displays the amount of the line charge in terms of the functional currency.  The system calculates this field by multiplying the Line Charge Amount by the Trans to Func rate in the Exchange Rates subtask of the Enter Quotes by Vendor and/or Enter Quotes by Item screens.

Vendor Approval Status

This field displays the vendor's Approval Code that was set in Accounting » Accounts Payable » Vendor Info » Approve Vendors. This is "A" if the vendor is approved, "N" if the vendor is not approved, or "P" if the vendor's approval status is pending.