Use this subtask to enter the quote header information that will be assigned to each quote created for this item/vendor combination.
This field displays the quote ID assigned.
These non-editable fields display the vendor ID, vendor name, and location for the vendor entered in the quote line.
These non-editable fields default from the main screen.
Enter, or use Lookup to select, the quote type code that defines how this quote was received. The quote type description will display. Establish quote types in the Quote Types screen.
Enter the status for the quote by item line. Valid options are:
Open - This status means that this quote is valid and has not expired.
Closed - This status means that this quote has expired or is no longer valid.
Enter the date the quote was prepared or received.
Enter the last date that the information in this quote will be valid.
This field displays the number of days the vendor will consider this quote valid (from the quote date). The system calculates the difference between the Quote Date and the Expiration Date to arrive at the Expiration Days, but this number can be modified.
This field displays the contact last name for the vendor address established in the Contacts subtask of the Maintain Vendors screen, but can be changed. To modify this field, enter, or use Lookup to select, the last name of the vendor's contact person.
This field displays the contact first name for the vendor address established in the Contacts subtask of the Maintain Vendors screen but can be changed. To modify this field, enter the first name of the vendor's contact person.
This field displays the contact phone number for the vendor address established in the Contacts subtask of the Maintain Vendors screen but can be changed. To modify this field, enter the phone number of the vendor's contact person.
This field displays the contact fax number for the vendor address established in the Contacts subtask of the Maintain Vendors screen but can be changed. To modify this field, enter the fax number of the vendor's contact person
Enter, or use Lookup to select, the buyer that received the quote information. Establish buyers in the Buyers screen in the Purchasing Controls menu of Costpoint Purchasing.
Enter, or use Lookup to select, the payment terms that the vendor has offered on this quote.
Enter the Free on Board (FOB) point that the vendor has proposed for this quote.
Enter the shipment method that the vendor has offered on this quote.
Enter free-form text that relates to this quote. This field can hold up to 254 characters.
If you enter an RFQ ID for the selected line in the main screen, this group box will display proposal, requisition and other RFQ information in which this RFQ/item is assigned. You can enter the information that displays in this group box for the assigned RFQ in the Enter RFQs by Item and Enter RFQs by Vendor screens.
This field displays the RFQ number if one is assigned to the quote for the selected line in the main screen. This field displays up to 10 alphanumeric characters.
This field displays the proposal ID assigned to the RFQ, if applicable, in the Enter RFQs by Item and/or Enter RFQs by Vendor screens.
This field displays the proposal line number for the item if it resides in the referenced proposal.
This field displays the requisition ID assigned to the RFQ, if applicable, in the Enter RFQs by Item and/or Enter RFQs by Vendor screens.
This field displays the requisition line number for the item if it resides in the referenced requisition.
This field displays the number of quotes required for the Procurement Type.
This field displays the description for the procurement type code assigned to the Requisition ID.
This field displays the date by which the vendor's response should be received for this RFQ.
This field displays the date through which the vendor's quote will be valid when responding to the RFQ.