to select, an existing vendor ID for this RFQ. The vendor must not be a payroll vendor and its approval code must not be Not Approved. If the vendor has an approval code of Pending, Costpoint displays a warning.Use this subtask to create a request for quote (RFQ) or select and existing RFQ for the selected requisition line on the main screen. This subtask displays all RFQs for the requisitioned item ID.
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 using the Manage Request for Quotes by Item or Manage Request for Quotes by Vendor screen. You can also generate RFQ lines using the Create Request for Quotes for Proposals screen in Materials Estimating. The Proposal field in the table window displays the proposal ID from which the RFQ was created and assigned.
For new RFQs, the table window automatically loads all standard text codes set to automatically default for requests for quote in the Where-Used subtask of the Manage Standard Text screen.
Select this check box to save this RFQ. RFQs that are already created using the Manage Request for Quotes by Item or Manage Request for Quotes by Vendor screen automatically clears this check box and cannot be saved again.
Use this field to enter, or click to select, an existing vendor ID for this RFQ. The vendor must not be a payroll vendor and its approval code must not be Not Approved. If the vendor has an approval code of Pending, Costpoint displays a warning.
This field displays the descriptive name of the Vendor.
Use this field to enter, or click to select, the vendor's order address code to which this RFQ must be sent.
This field displays the RFQ number, which is incremented and automatically assigned only when you have selected the Auto-Assign RFQs check box and entered a Last RFQ ID on the Configure Vendor Quote Settings screen. Costpoint increments the Last RFQ ID by one. When you have entered all data and saved the line, Costpoint automatically assigns the next available number.
If you cleared the Auto-Assign RFQs check box on the Configure Vendor Quote Settings screen, you must enter an RFQ ID in this field before you can save this record. Costpoint will not store the last number used, so you must track the RFQ numbers in your own log.
Use this drop-down list to select the status of this RFQ. The available options are:
Pending — This status indicates that this RFQ is pending approval and is not ready to be sent to the vendor.
Open — This status indicates that this RFQ is open and ready to be sent to the vendor (or was sent to the vendor with no response received).
Closed — This status indicates that the vendor has returned the quote for this item and no further action is required.
Void — This status indicates that the RFQ was voided and no processing will occur. This RFQ cannot be printed.
Use this field to enter, or click to select, the unit of measure the vendor must use when quoting this item. This field defaults from the requisition's U/M but can be modified.
Use this field to enter the quantity the vendor must quote for this item. This amount defaults from the requisition line quantity but can be modified.
Use this field to enter the last name of the vendor's contact person. The default contact (lowest sequence number) for the selected vendor address displays but can be modified in the Details tab of the Manage Request for Quotes by Item or Manage Request for Quotes by Vendor screen, and only if the RFQ status is Open.
Use this field to enter the first name of the vendor's contact person. The default contact (lowest sequence number) for the selected vendor address displays but can be modified in the Details tab of the Manage Request for Quotes by Item or Manage Request for Quotes by Vendor screen, and only if the RFQ status is Open.
Use this field to enter the telephone number for the vendor's contact person. The telephone number of the default contact (lowest sequence number) for the selected vendor address displays but can be modified.
Use this field to enter the fax number for the vendor's contact person. The fax number of the default contact (lowest sequence number) for the selected vendor address displays but can be modified.
Use this field to enter, or click to select, the identification code of the manufacturer of the item to be quoted. The manufacturer automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition.
Use this field to enter, or click to select, the manufacturer part number of the item to be quoted. The manufacturer part automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition. is available to select other manufacturer parts in the Alternate Parts table.
Use this field to enter, or click to select, the manufacturer part revision number of the item to be quoted. The revision of the manufacturer part automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition.
Use this field to enter, or click to select, the vendor part number of the item to be quoted. The vendor part number automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition. is available to select other vendor parts in the Alternate Parts table.
Use this field to enter, or click to select, the vendor part revision of the item to be quoted. The revision of the vendor part automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition.
Use this field to enter additional information about this RFQ.
This field displays the approval status of the vendor for the item to be quoted. The available values are:
Yes — This status indicates that the vendor has been approved for the item to be quoted.
Preferred — This status indicates that the vendor is the preferred vendor for the item to be quoted.
No — This status indicates that the vendor is not acceptable for the item to be quoted.
If the vendor has not been approved, this field remains blank.
This field displays the date of the last purchase order created for this vendor/item combination.
This field displays the date of the last quote created for this vendor/item combination.
This field displays the status of the vendor for the purchase order.
This field displays the size classification for the vendor. The possible values are:
Large
Small
Nonprofit
Foreign/Other
This field displays Y (Yes) if the vendor is classified as woman-owned. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as disadvantaged. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as a labor surplus. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as a historical black college or university/minority institution. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as veteran-owned. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as service-disabled veteran-owned. Otherwise, this field displays N (No).
This field displays the quote ID associated with this RFQ.
This field displays the quote line number associated with this RFQ.
This field displays the requisition ID associated with this RFQ.
This field displays the requisition line number associated with this RFQ.
This field displays the proposal BOM associated with this RFQ.
This field displays the revision number of the Proposal.
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Subtask |
Definition |
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Item Vendor |
Click this link to open the Item Vendor subtask and view information about the vendor for the item being quoted. |