QUOTE HEADER

Use this subtask to view header information about the quote selected on the main screen.

Quote

This field displays the quote ID.

Type

This field displays the quote type. Quote types, which you can enter in the Enter Quotes by Item or Enter Quotes by Vendor screens in Costpoint Procurement Planning, are user-defined.

Status

This field displays the quote's status.

Vendor

These fields display the vendor ID, name, and location.

Vendor Contact

The fields in this group box display information about the vendor's contact.

Last Name

This field displays the contact's last name.

First Name

This field displays the contact's first name.

Phone

This field displays the contact's phone number.

Fax

This field displays the contact's fax number.

Terms

This field displays the vendor's terms for payment.

FOB

This field displays the vendor's Freight on Board method (e.g., Destination).

Ship Via

This field displays the vendor's method for shipping products to your location.

Buyer

This field displays the buyer ID.

Entry Date/Time

This field displays the date and time on which this quote was entered.

Entry User

This field displays the user ID of the person who entered this quote.

RFQ Information

The fields in this group box display information about the Request for Quote (RFQ), if any, that initiated this quote.

Proposal

This field displays the ID of the proposal for which the RFQ was generated.

Requisition

This field displays the requisition ID for which the RFQ was generated.

Procurement Type

This field displays the procurement type selected on the requisition for which the RFQ was generated.

Quote Reqd Date

This field displays the date the vendor's quote should be received as specified on the RFQ.

Valid Through Date

This field displays the date through which the vendor has deemed the quote to be valid.

Quotes Reqd No

This field displays number of quotes that the buyer should obtain before generating a purchase order from this requisition. The Procurement Type determines this value.

Notes

This text box displays any notes that were entered as part of the quote.