Ref Quotes

Enter the requisition line number for which you are referencing a quote.

The requisition lines will automatically load when you select the Autoload pushbutton.

When adding a new line, enter the Req Line number and tab to the next field to populate the table window.

Select this checkbox to add quote information.

If you select this checkbox, this quote will be saved in the vendor quote file for future reference.

Enter, or use Lookup to select, the quote ID to reference against this requisition line.

The Lookup displays all vendor quotes that are available for the item.

Enter, or use Lookup to select, the quote ID line number to be referenced against this requisition line.

Enter, or use Lookup to select, the ID of the vendor supplying the quote to be referenced against this requisition line.

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 non-editable field displays the vendor name for the Vendor ID you selected.

This non-editable field displays information that indicates if the vendor has been approved.

If the Vendor you entered is an approved vendor for this item, "Y" (Yes) will display in this field. If the vendor is preferred, a "P" (Preferred) displays. If this vendor is not acceptable for this item, an "N" (No) will display.

If the vendor has not been approved, this field will remain blank.

Enter, or use Lookup to select, the minimum quantity that must be purchased in order to receive this vendor quote price.

Enter, or use Lookup to select, the unit of measure, which the vendor used in quoting this item.

This non-editable field displays the transaction currency code for the quote line.

If you enter an existing Quote, the value for the transaction currency and other exchange rate related fields will load from that quote header (i.e., the screen from which the quote originates), and the fields in the Exchange Rates subtask will be disabled.

If you add a new quote and enter a vendor that contains default currency information (i.e., the TransactionCurrency field is populated for the vendor record in the Vendor User Flow screen (Materials\Maintain\Vendors), the vendor's default transaction currency will display.  Otherwise, this field will default with the Default Transaction currency from the Multicurrency Settings screen, or the Transaction Currency from the Exchange Rates subtask.

If you modify the transaction currency, or the exchange rate is different from that of the original requisition line, you will receive a warning message but will still be able to save the record.

Enter, or use Lookup to select, the gross item unit cost (in transaction currency) that applies to this requisition line for this quote.

Enter, or use Lookup to select, the volume discount percentage that applies to this quote.

Enter, or use Lookup to select, the net unit cost (in transaction currency) that applies to this quote.

Enter any additional costs (in transaction currency, and not unit costs) that apply to the quote on this requisition line.

Enter, or use Lookup to select, the line charge type that applies to the additional costs for this quote.

Enter the date the quote was received from the vendor.

Enter the date the vendor quote expires.

Enter the number of days it takes a vendor to fill an order after vendor notification.

Enter, or use Lookup to select, the manufacturer part number for the part being quoted.

The manufacturer part number will default when the part/vendor combination exists in the Alternate Parts screen (Materials\Maintain\Items).

Enter, or use Lookup to select, the manufacturer revision number for the part being quoted.

The revision of the manufacturer part will default when the part/vendor combination exists in the Alternate Parts screen (Materials\Maintain\Items).

Enter, or use Lookup to select, a vendor part for the part being quoted.

The vendor part will default when the part/vendor combination exists in the Alternate Parts screen (Materials\Maintain\Items).

Enter, or use Lookup to select, the vendor part revision for the vendor part being quoted.

The revision of the vendor part will default when the part/vendor combination exists in the Alternate Parts screen (Materials\Maintain\Item).

This non-editable field displays the item's gross unit cost (in functional currency) that applies to this quote line.

This field is calculated as Gross Unit Cost Amt x the Trans to Func value in the Exchange Rates subtask.

For existing quotes, the values in the Exchange Rates subtask will default from the Enter Quotes by Vendor and/or Enter Quotes by Item screens (Materials\Transactions\Vendor Quotes).

This non-editable field displays the item's net unit cost (in functional currency) that applies to this quote line.

This field is calculated as Net Unit Cost Amt x the Trans to Func value in the Exchange Rates subtask.  

This non-editable field displays the amount of extra charges associated with the item (in functional currency) for this quote line.

This field is calculated as Extra Charge Amt x the Trans to Func value in the Exchange Rates subtask.  

Select this pushbutton to load all open requests for quote information previously entered for this item and linked to this requisition ID.

You cannot use this subtask to edit requests for quotes created in another screen.

Select this pushbutton to close or hide the subtask.