REQUEST FOR QUOTES

Use this screen to view request for quote information entered for a specific requisition. You can view multiple items and miscellaneous line charge types on the RFQ for the specified vendor.  Information defaults into this screen from entries made in the screens under the Request for Quotes menu. Request for Quote information can also be assigned to requisitions in the Request for Quotes subtask in the Requisition Processing and Requisition Processing by Line screens.

Requisition, Revision, Req Date, and Status

These fields display the identification number, revision number, creation date, and status for the requisition.

Table Window

RFQ

This field displays the Request for Quote (RFQ) number, up to 10 alphanumeric characters, that is the unique identifier for this RFQ. This identifier is used throughout Costpoint to reference this RFQ. The RFQ number will be incremented and automatically assigned only if you selected you the Auto-Assign RFQs checkbox in the RFQ Settings screen and entered a Last RFQ ID. The system will increment the RFQ ID in the RFQ Settings screen by one.

If you have not selected the Auto-Assign RFQs checkbox in the RFQ Settings screen, you must enter an RFQ ID in the appropriate screen in the Request for Quotes menu before you can save the record. The system will not store the last number used, so you must track the RFQ numbers in your own log.

Vendor/Vendor Name

These fields display the vendor ID and vendor name assigned to this RFQ.

Address

This field displays the vendor's order address code to which the RFQ is to be sent.

Status

This field displays the status for the RFQ. Valid options are "P" (Pending), "O" (Open),  "C" (Closed), and "V" (Void).

Buyer

This field displays the buyer that is responsible for that RFQ.

Quote Reqd Date

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

Line

This field displays the system identifier of the line item on the RFQ.

Item

This field displays the item for which RFQs are to be created.

Rev

This field displays the latest revision of the valid item.

Description

This field displays the description of the item or miscellaneous line type.

RFQ U/M

This field displays the valid unit of measure that the vendor will use when quoting this item.

Breakpoint Quantity

This field displays the quantity breakpoints for this RFQ line.

Manufacturer

This field displays the manufacturer ID for the item to be quoted.

Manufacturer Part

This field displays the manufacturer part number for the part to be quoted.

Mfg Rev

This field displays the revision for the manufacturer part to be quoted.

Vendor Part

This field displays the vendor part for the part to be quoted.

Vend Rev

This field displays the revision of the vendor part to be quoted.

Line Notes

This field displays the line notes that are included for this RFQ line.