Use this subtask to create a Request for Quotes (RFQ) or link one to this requisition line item. This screen will display all RFQs for the item ID. If the item/vendor RFQ combination does not exist, you can enter a new RFQ. You can add additional lines, quantity breakpoints, and other data to an RFQ after you have created it in the Enter RFQs by Vendor or Enter RFQs by Item screens. You can also generate RFQ lines in the Create RFQs for Proposals application in Costpoint Materials Estimating, in which case the Proposal field in this table window will display the proposal ID from which the RFQ was created and assigned.
These fields display the requisition ID, revision, line number, line revision number, and line status from the main screen, and are originally assigned in the Enter Requisitions screen.
These non-editable fields display the item ID, revision, description, miscellaneous line charge type, and requisition unit of measure from the requisition line.
This field displays the quantity entered in the requisition line for this item.
These non-editable fields display the procurement type code and description entered in the requisition line, and the number of quotes required assigned to that procurement type.
Enter a "Y" (Yes) to save this RFQ. RFQs already created will display a value of "N" (No) and cannot be saved again.
Enter, or use Lookup to select, a valid vendor. The vendor must exist in the Vendor table. The vendor must not be flagged as a payroll vendor, and its Approval Code must not be "Not Approved." If the vendor has an Approval Code of "Pending," you will receive a warning.
This is a required field. You can add vendors to the table in the Vendor Info menu in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
This field displays the name of the selected Vendor.
Enter, or use Lookup to select, the code for the vendor's order address where this RFQ will be sent. This is a required field.
If the Vendor ID you entered designates an approved vendor for this item, "Y" (Yes) will display in this field. If it is the preferred vendor, a "P" (Preferred) will display. If this vendor is not acceptable for this item, an "N" (No) will display. If the vendor has not been approved, the field will remain blank. Use Lookup to display all vendors linked to this item.
This field displays the RFQ number, containing up to 10 alphanumeric characters, that is the unique identifier for this RFQ throughout Costpoint. The number is incremented and automatically assigned only when you have selected the Auto-Assign RFQs checkbox in the RFQ Settings screen and entered a Last RFQ ID. The system will increment the Last RFQ ID in the RFQ Settings screen by one. You can skip this field when you are adding a new RFQ line. When all data is entered and the line has been saved, the system automatically assigns the next available number, displayed in this field.
If you have not selected the Auto-Assign RFQs checkbox in the RFQ Settings screen, you must enter an RFQ ID before you can save the new record. The system will not store the last number used, so you must track the RFQ numbers in your own log. RFQ is a required field.
This column displays the status for the RFQ. Valid options are:
P - Pending. This request for quote line is pending approval and is not ready to be sent to the vendor.
O - Open. This request for quote line is open and ready to be sent to the vendor (or has been sent to the vendor with no response received).
C - Closed. The vendor has returned the quote for this item, and no further action is required.
V - Void. This request for quote line has been voided, and no processing will occur. You cannot print this RFQ.
Enter, or use Lookup to select, the unit of measure the vendor should use when quoting this item. This value comes from the requisition unit of measure for new RFQ lines, but can be changed.
Enter the quantity the vendor should quote for this item. This value comes from the requisition line quantity, but can be changed.
Enter the last name of the vendor's contact person, up to 25 characters. The default contact (lowest sequence number) for the selected vendor address will display. You can modify this information in the Header subtask of the Enter RFQs By Vendor or the Enter RFQs by Item screen, but only if the RFQ Status is "O" (Open).
Enter the first name of the vendor's contact person, up to 25 characters. The default contact (lowest sequence number) for the selected vendor address will display. You can modify this information in the Header subtask of the Enter RFQs By Vendor or the Enter RFQs By Item screen, but only if the RFQ Status is "O" (Open).
Enter the phone number for the vendor's contact person, up to 25 characters. The default contact's phone number (lowest sequence number) for the selected vendor address will display but can be changed.
Enter the fax number for the vendor's contact person, up to 25 characters. The default contact's fax number (lowest sequence number) for the selected vendor address will display but can be changed.
Enter, or use Lookup to select, the manufacturer ID for the item to be quoted. The manufacturer will default when the part/vendor combination exists in the Alternate Parts table in Costpoint Product Definition.
Enter, or use Lookup to select, the manufacturer part number for the part to be quoted. The manufacturer part number will default if the part/vendor combination exists in the Alternate Parts table in Costpoint Product Definition. Use Lookup to select other manufacturer parts in the Alternate Parts table.
Enter the revision for the manufacturer part to be quoted. The revision of the manufacturer part will default when the part/vendor combination exists in the Alternate Parts table in Costpoint Product Definition.
Enter, or use Lookup to select, the vendor part for the part to be quoted. The vendor part will default when the part/vendor combination exists in the Alternate Parts table in Costpoint Product Definition. Use Lookup to select other vendor parts in the Alternate Parts table.
Enter the revision for the vendor part to be quoted. The revision of the vendor part will default when the part/vendor combination exists in the Alternate Parts table in Costpoint Product Definition.
Enter free-form text, up to 254 characters, for this RFQ line.
This field displays the date of the last purchase order created for this vendor/item.
This field displays the date of the last quote created for this vendor/item.
This non-editable field displays the vendor status for the PO. Valid values are "O" (OK), "W" (Vendor Warning), or "H" (On Hold).
This field displays the size of the business selected for this vendor in the Vendor Classification Codes subtask of the Maintain Vendors screens. Valid values are "L" (Large), "S" (Small), "N"(Non Profit), or "F" (Foreign/Other).
This field displays a "Y" if you selected the Woman-Owned checkbox for this vendor in the Vendor Classification Codes subtask of the Maintain Vendors screen. "N" (No) indicates this business is not woman-owned.
This field displays a "Y" if you selected the Disadvantaged (Include Minority-Owned) checkbox for this vendor in the Vendor Classification Codes subtask of the Maintain Vendors screen. "N" (No) indicates this is not a disadvantaged business
This field displays a "Y" if you selected the HUBZone checkbox for this vendor in the Vendor Classification Codes subtask of the Maintain Vendors screen. "N" (No) indicates this not a labor-surplus area business.
This field displays a "Y" if you selected the Historical Black Colleges and Universities/Minority Institutions checkbox for this vendor in the Vendor Classification Codes subtask of the Maintain Vendors screen. "N" (No) indicates that this vendor is not classified as a Historical Black College and Universities/Minority Institution.
This field displays the quote ID associated with this RFQ.
This field displays the quote line number associated with this RFQ.
This field displays the requisition ID associated with this RFQ.
This field displays the requisition line number associated with this RFQ.
This field displays the proposal associated with this RFQ.