HEADER

Use this subtask to enter additional information associated with the RFQ.

RFQ

The RFQ ID defaults from the RFQ line and cannot be edited here.

Status

Use this drop-down box to select the status of the RFQ. Valid options are "Pending," "Open," "Closed," and "Void."

• Pending - Select this status if the RFQ is pending approval and is not ready to be sent to the vendor.

• Open - Select this status if the RFQ is open and ready to be sent to the vendor (or has been sent to the vendor with no response received).

• Closed - Select this status if the vendor has returned a quote for this RFQ and no further action is required.

• Void - Select this status if the RFQ has been voided and no processing will occur. You cannot print this RFQ.

RFQ Date

Enter the date on which this RFQ was created.

Quote Reqd Date

Enter the date by which the vendor is required to respond.

Valid Through Date

Enter the last date through which the vendor's quote will be valid.

Vendor Contact

Last Name

Enter, or use Lookup to select, the last name of the vendor's contact, up to 25 characters. 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

First Name

Enter the first name of the vendor's contact, up to 25 characters. This field displays the contact first name established in the Contacts subtask of the Maintain Vendors screen but can be changed.

Phone

Enter the phone number for the vendor's contact, up to 25 characters. This field displays the contact phone number for the vendor already established in the Contacts subtask of the Maintain Vendors screen but can be changed.

Fax

Enter the fax number for the vendor's contact, up to 25 characters. This field already displays the contact fax number for the vendor address but can be changed

RFQ Printed

This checkbox is automatically selected once the RFQ has been printed. Any time you print the RFQ after this checkbox has been selected, "DUPLICATE" will print on the RFQ, indicating that the RFQ has been printed previously. This checkbox can be unselected at any time so that "DUPLICATE" will not print on the RFQ.

Notes

Enter free-form text that pertains to this RFQ, up to 254 characters. This information will print on the RFQ.