Field Descriptions

 

 

RFQs

What can I do in this subtask?

Use this screen to view (RFQ) Request for Quote information entered for a specific requisition.

The information in this subtask is only useful if you use the Vendor Quotes applications (Materials\Transactions\Vendor Quotes).

When should I use this subtask?

You can use this subtask to view vendor quote information, as needed.

Field Descriptions

Requisition

This field displays the requisition ID.

The requisition ID is a unique alphanumeric combination used to identify the requisition. This alphanumeric combination is used throughout Costpoint to identify or reference the requisition.

Status

This field displays the requisition status.

System-defined status types include:

Trans Currency

This field displays the requisition transaction currency code.

Table Window

RFQ

This field displays the (RFQ) Request for Quote unique identifier which is used to reference the quote request throughout Costpoint.

An RFQ is a notice or document that buyers or Purchasing Department personnel send to vendors in order to retrieve quote information.

An RFQ typically includes the number of items needed, delivery requirements, and other product details. Upon receipt of the RFQ, the vendor provides the required quote information and may specify the date the quote expires; in addition, the vendor might provide breakpoint information. For example, the vendor might indicate that he can supply one item at $200,  2 for $350, or 3 for $500.

Vendor

This field displays the ID of the vendor assigned to this RFQ (Request for Quote).

Vendor Name

These fields display the vendor name assigned to this RFQ (Request for Quote).

Address

This field displays the vendor's order address code to which the RFQ (Request for Quote) is to be sent.

Status

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

Buyer

This field displays the buyer that is responsible for the RFQ (Request for Quote). The buyer is the individual responsible for procuring the item. You define buyers in the Buyers screen (Materials\Configure\Purchasing).

Quote Reqd Date

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

Line

This field displays the system identifier of the line item on the RFQ (Request for Quote).

Item

This field displays the item for which RFQs (Request for Quotes) 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 units of measure that the vendor will use when providing a quote for this item.

Breakpoint Quantity

This field displays the quantity breakpoints for this RFQ (Request for Quote) line.

The breakpoints are cost breakdowns. Typically, the larger the quantity, the lesser the item unit cost.

For example, the vendor might indicate that he can supply one item at $200, 2 for $350, and 3 for $500.

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.

Manuf Rev

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

Vendor Part

This field displays the ID assigned by the vendor for a specific part.

Vend Rev

This field displays the revision of the vendor part.

A revision is specific to design and engineering modifications.

RFQ Line Notes

This field displays the line notes that are included for this RFQ (Request for Quote) line.

OK

Select this pushbutton to close or hide the subtask.

Top of Page