Use this inquiry screen to view quote information selected by vendor, or the RFQ or requisition from which quote information was created. Vendor quotes are typically established in the Enter Quotes by Vendor screen, however quote information can also be accessed in the Enter Quotes by Item screen. You can also access the Vendor Quote Inquiry application in Costpoint Materials Estimating and Purchasing.
Enter, or use Lookup to select, the ID of the vendor about whom you want to see quote information. You can use this field in conjunction with the Select Status group box. The vendor name and location default into the untitled fields to the right.
The vendor must not be flagged as a payroll vendor. If the vendor has an Approval Code of "Not Approved" or "Pending," or if its Vendor Status for PO is "On Hold," you will receive a warning.
Vendor information is established in the Maintain Vendors screen in this module, or in Purchasing or Accounts Payable.
Enter, or use Lookup to select, the quote ID for which you want to view information.
Enter, or use Lookup to select, the request for quote ID for which you want to view quote information.
Select this checkbox to include expired quotes in the result set.
Enter, or use Lookup to select, the requisition ID linked to the quotes you want to view.
Use this group box to define whether you want to view quotes with a status of Open, Closed, or both.
Select this radio button to view quotes with a status of Open.
Select this radio button to view quotes with a status of Closed.
This column displays the vendor ID.
This column displays the vendor name.
This column displays the vendor location.
This column displays the quote ID.
This column displays the quote type. Quote types, which can be entered in the Header subtasks of the Enter Quotes by Item and Enter Quotes by Vendor screens, are user-defined in the Requisition Controls menu.
This column displays the quote's status.
This column displays the quote's creation date.
This column displays the quote's expiration date.
This column displays the request for quote that initiated this quote, if applicable.
This column displays the requisition that initiated this quote, if applicable.
This field displays the transaction currency code that is specified for the quote in the Exchange Rates subtask in the Enter Quotes by Vendor and/or Enter Quotes by Item screens. All amounts on this screen will be in terms of this currency, unless the field is denoted with Func Curr (functional currency).
This field displays the vendor's Approval Code that was set in Accounting » Accounts Payable » Vendor Info » Approve Vendors. This is "A" if the vendor is approved, "N" if the vendor is not approved, or "P" if the vendor's approval status is pending.
Select this pushbutton to enter the Quote Header subtask and view header information associated with a particular quote.
Select this pushbutton to access the Quote Lines subtask and view specific line information associated with a particular quote.