HEADER

Use this subtask to enter the quote header information that will be assigned to each quote created for this item/vendor combination.

Quote

This field displays the quote ID assigned in the main screen.

Vendor

These fields display the vendor ID, vendor name, and vendor location for the vendor entered in the quote line of the main screen.

Vendor Contact

Last Name

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.

First Name

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.

Phone

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.

Fax

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.

Terms

Enter the payment terms that the vendor has offered on this quote.

Buyer

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.

FOB

Enter the Free on Board (FOB) point that the vendor has proposed for this quote.

Ship Via

Enter the shipment method that the vendor has offered for this quote.

RFQ Information

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.

Proposal

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.

Rev

This field displays the proposal revision.

Requisition

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.

Procurement Type

This field displays the description for the procurement type code assigned to the Requisition ID.

Quotes Reqd

This field displays the number of quotes required for the Procurement Type.

Quote Required Date

This field displays the date by which the vendor's response should be received for this RFQ.

Valid Through Date

This field displays the date through which the vendor's quote will be valid when responding to the RFQ.

Notes

Enter up to 254 characters of free-form text related to this quote.