Use this subtask to create requisition quote requests.
This subtask is only useful if you use the Vendor Quotes applications. In this case, you can use this subtask to retrieve specific vendor information. For example, you can view vendor contact information, and you can view specific information about the requisition line item, including the unit of measure, quantity, and costs.
If the item/vendor RFQ combination does not already exist, you can enter a new RFQ here. You can add additional lines, quantity breakpoints, and other information to the RFQ after you have created it in the Enter RFQs by Vendor or Enter RFQs by Item screens (Materials\Transactions\Vendor Quotes).
This subtask displays the Item Vendor subtask. This subtask allows you to view vendor quote and purchase order information.
Use this subtask to link an RFQ to a requisition line item or to create a new RFQ.
Select this checkbox to add an RFQ.
Vendor *
Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the vendor ID to default for new rows and rows created using the Autoload feature.
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.
The lookup data originates from the Vendor User Flow (Materials\Maintain\Vendors) screen.
This non-editable field displays the vendor name.
Enter, or use Lookup to select, the vendor's order address code to which this RFQ should be sent.
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the RFQ number.
The RFQ is used as a unique identifier for this request for quote throughout Costpoint.
The RFQ number will be incremented and automatically assigned only when you have selected the Auto-Assign RFQs checkbox in the RFQ Settings screen (Administration\Configure\Materials) and entered data in the Last RFQ ID field.
The system will increment the value in the Last RFQ ID field in the RFQ Settings screen (Administration\Configure\Materials) by one. When you have entered all data and saved the line, the system will automatically assign the next available number. It will be displayed in this field.
If you have not selected the Auto-Assign RFQs checkbox in the RFQ Settings screen (Administration\Configure\Materials), you must enter an RFQ in this screen 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.
Use the drop-down box to make a selection. Your choices are "Pending," "Open," "Closed," and "Void."
P - Pending - Use this option when the request for quote line is pending approval and is not ready to be sent to the vendor.
O - Open - Use this option when the 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 - Use this option when the vendor has returned the quote for this item and no further action is required.
V - Void - Use this option when the request for quote line has been voided and no processing will occur. This RFQ cannot be printed.
RFQ U/M *
Enter, or use Lookup to select, the unit of measure the vendor should use when quoting this item.
Enter the quantity the vendor should quote for this item.
Enter, or use Lookup to select, up to 25 alphanumeric characters to identify the last name of the vendor contact responsible for providing the quote information.
Enter up to 25 alphanumeric characters to identify the first name of the vendor contact.
Enter the phone number for the vendor contact.
Enter the fax number of the vendor contact responsible for providing the quote information.
Enter, or use Lookup to select, the manufacturer ID for the item to be quoted.
The data in the Lookup originates from the Manufacturers (Materials\Maintain\Manufacturers) or Alternate Parts (Materials\Maintain\Items) screen.
Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the manufacturer part number for the part to be quoted.
The manufacturer part number will be the default when the part/vendor combination exists in the Alternate Parts screen (Materials\Maintain\Items).
Enter, or use Lookup to select, up to three numeric characters to identify the manufacturer part revision number.
The data in the Lookup originates from the Alternate Parts screen (Materials\Maintain\Items).
The revision of the manufacturer part will be the default when the part/vendor combination exists in the Alternate Parts screen (Materials\Maintain\Items).
Enter, or use Lookup to select, the vendor part for the part to be quoted.
The data in the Lookup originates from the Alternate Parts screen (Materials\Maintain\Items).
Enter, or use Lookup to select, the vendor part revision number.
The data in the Lookup originates from the Alternate Parts screen (Materials\Maintain\Items).
Enter up to 254 characters of additional detail associated with this RFQ line.
This non-editable field displays the vendor approval information.
"Y" (Yes) indicates an approved vendor, "N" (No) indicates the vendor is not approved, and "P" (Preferred) indicates the vendor is preferred.
This non-editable field displays the date of the last purchase order created for this vendor/item.
This non-editable field displays the date of the last quote created for this vendor/item.
This non-editable field displays the vendor status for the purchase order.
This non-editable field might display "Active" or "Inactive."
This field displays the size classification selected for this vendor in the Vendor Classification subtask of the Vendor User Flow (Materials\Maintain\Vendor).
This non-editable field might display "Large," "Small," "Nonprofit," or "Foreign."
This non-editable field displays a "Y" (Yes) if you selected Woman-Owned checkbox in the Vendor User Flow screen (Materials\Maintain\Vendors) screen.
An "N" (No) indicates this business is not woman owned.
This non-editable field displays a "Y" (Yes) if you selected Disadvantaged (Include Minority-Owned) checkbox in the Vendor User Flow screen (Materials\Maintain\Vendors)
An "N" (No) indicates this is not a disadvantaged business.
This non-editable field displays "Y" (Yes) if you selected the HUBZone checkbox in the Vendor User Flow screen (Materials\Maintain\Vendors) screen.
This non-editable field displays a "Y" if you selected Historical Black Colleges and Universities/Minority Institutions in Vendor User Flow screen (Materials\Maintain\Vendors).
An "N" (No) indicates that this vendor is not classified as a Historical Black College and Universities/Minority institution.
This non-editable field displays a "Y" (Yes) if you selected Veteran-Owned checkbox in the Vendor User Flow screen (Materials\Maintain\Vendors)
An "N" (No) indicates this is not a veteran-owned business.
Vendor Service-Disabled Veteran-Owned
This non-editable field displays a "Y" (Yes) if you selected the Service-Disabled Veteran-Owned checkbox in the Vendor User Flow screen (Materials\Maintain\Vendors)
An "N" (No) indicates this is not a service-disabled veteran-owned business.
This non-editable field displays the quote ID associated with this RFQ.
This non-editable field displays the quote line number associated with this RFQ.
This non-editable field displays the requisition ID associated with this RFQ.
This field displays the requisition line number associated with this RFQ.
This non-editable field displays the proposal associated with this RFQ.
This non-editable field displays the proposal revision ID associated with this RFQ.
Select this pushbutton to close or hide the subtask.
* A red asterisk denotes a required field.
Select this link to open the Item Vendor subtask, where you can view vendor quote and purchase order information.