Use this screen to establish auto-numbering for requests for quotes (RFQs) and/or standard vendor quotes.
The control parameters you designate in this screen are directly related to the quote information you reference throughout the Materials domain. Specifically, the values in the Last RFQ ID and Last Quote ID fields are used in the Vendor Quotes applications (Materials\Transactions\Vendor Quotes). Each subsequent use of either reference causes the value in the associated field to increment by one.
Typically, RFQs represent quotes specific to federal procurement policies and guidelines, while standard vendor quotes are more closely related to commercial purchasing policies and guidelines.
Use this screen to establish auto-numbering for RFQs and/or standard vendor quotes.
Use the options in this block to auto-assign RFQs and standard vendor quotes.
Select this checkbox to automatically number RFQs. If you leave this checkbox blank, you must manually enter RFQ numbers in the Vendor Quotes applications.
If you select the Auto-Assign RFQs checkbox, you must enter up to 10 alphanumeric characters in the Last RFQ ID field.
Costpoint will increase the value in the Last RFQ ID field by one, as you establish records in the Vendor Quotes screens (Materials\Transactions\Vendor Quotes).
If you choose not to use this functionality, the Last RFQ ID field can display zero. If you change a number manually in the Enter RFQ by Vendor or Enter RFQ by Item screens (Materials\Transactions\Vendor Quotes), the number you enter will not update this field.
To have RFQs printed in correct numeric order, you must select a ceiling number not to exceed 10 digits. For example, if the highest number desired is "9999999999," enter zero as "0000000000;" if the highest number desired is "RFQ-9999," and the last RFQ number used was "RFQ-124," enter that number as "RFQ-0124."
The value in the Last RFQ ID field is always incremented from the right and only if the rightmost character is numeric (rather than alpha). For example: "RFQ594123" becomes "RFQ594124;" "RFQIDABCD9" becomes "RFQIDABCD0;" "9999999999" becomes "0000000000;" "RFQ999999A" is not incremented.
You must enter sufficient numeric characters to the right to prevent duplicate numbering.
Select this checkbox to automatically assign vendor quote IDs. Leave this checkbox deselected to manually enter quote IDs.
If you selected the Auto-Assign Quotes checkbox, you must enter up to 10 alphanumeric characters in the Last Quote ID field.
Costpoint will increase the value in the Last Quote ID field by one, as you establish records in the Vendor Quotes screens.
If you change a number manually in the Enter Quotes by Item and/or Enter Quotes by Vendor screens (Materials\Transactions\Vendor Quotes), the number you enter will not update this field.
To have quote IDs printed in correct numeric order, you must select a ceiling number not to exceed 10 digits. For example, if the highest number desired is "9999999999," enter zero as "0000000000;" if the highest number desired is "QT-9999," and the Last Quote ID used was "QT-124," enter that number as "QT-0124."
The Last Quote ID field is always incremented from the right and only if the rightmost character is numeric (rather than alpha). For example: "QT594123" becomes "QT594124;" "QTIDABCD9" becomes "QTIDABCD0;" "9999999999" becomes "0000000000;" "QT9999999A" is not incremented.
You must enter sufficient numeric characters to the right to prevent duplicate numbering.
Changes to this screen update the RFQ_SETTINGS (RFQ Settings) table.