Use this screen to trace vendor requests for quotes and quotes throughout the entire quote obtaining process. You can also access the Vendor Quote Inquiry application in Costpoint Materials Estimating and Procurement Planning.
Enter, or use Lookup to select, the ID of the vendor for which you need quote information. You can use this field in conjunction with the Select Status group box. The vendor's name and location will display based on the vendor ID entered. Enter vendor information in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
The vendor must not be flagged as a payroll vendor. If the vendor has an Approval Code of "Not Approved" or "Pending," or if its Vendor Status for PO is "On Hold," you will receive a warning.
Enter, or use Lookup to select, the quote ID for which you wish to view information.
Enter, or use Lookup to select, the request for quote ID for which you wish to view quote information.
Select this checkbox to include expired quotes in the result set.
Enter, or use Lookup to select, the requisition ID linked to the quotes you wish to view.
Use this group box to define whether you wish to view quotes with a status of Open, Closed, or both in the result set.
Select this checkbox to view quotes with a status of Open.
Select this checkbox to view quotes with a status of Closed.
This column displays the vendor ID.
This column displays the vendor name.
This column displays the vendor location.
This column displays the quote ID.
This column displays the quote type. Quote types, which can be entered in the Enter Quotes by Item and Enter Quotes by Vendor screens, are user-defined in the Quote Types screen in Costpoint Procurement Planning.
This column displays the quote's status.
This column displays the quote's creation date.
This column displays the quote's expiration date.
This column displays the request for quote, if any, that initiated this quote.
This column displays the requisition, if any, that initiated this quote.
This field displays the transaction currency code that is specified for the quote in the Exchange Rates subtask in the Enter Quotes by Vendor and/or Enter Quotes by Item screens. All amounts on this screen will be in terms of this currency, unless the field is denoted with Func Curr (functional currency).
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.
Select this pushbutton to enter the Quote Header subtask, where you can view header information associated with a particular quote.
Select this pushbutton to enter the Quote Lines subtask, where you can view specific line information associated with a particular quote.