Import Vendor Quotes
Use this screen to load new vendor quotes into Costpoint with up to five price breakpoints and up to three line charges each.
You cannot delete or change existing vendor quotes; however, you can update the item vendor and alternate part tables with information provided in the input file. Only one user can access this application at a given time.
You can view the quotes loaded by this preprocessor on the Manage Vendor Quotes by Vendor or Manage Vendor Quotes by Item screens in Costpoint Procurement Planning.
There are two ways to work with input files in Costpoint:
- You can access the input file from the network by using Alternate File Locations.
- You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.
If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.
Input File Excel Template
Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.
- Related Topics:
- Display the Import Vendor Quotes Screen
You access the Import Vendor Quotes screen from the Materials domain. - Contents of the Import Vendor Quotes Screen
Use the fields and options to configure the Import Vendor Quotes screen. - Multicompany
Use this information to know how Import Vendor Quotes validates information for multiple companies. - Multicurrency
Use this information to know how Costpoint runs Import Vendor Quotes with multicurrency enabled. - Files Necessary to Run Vendor Quote Preprocessor
Once you have copied the new files onto your system and executed the script file, establish default settings on the Manage Vendors screen in Costpoint Procurement Planning, Purchasing, and/or Accounts Payable, including setting up the appropriate quote header, quote line, and vendor ID information. - Related Topics for the Import Vendor Quotes Screen