VIEW VENDOR QUOTES

Use this screen to trace vendor quotes throughout the entire quote-obtaining process, including information about requests for quotes (RFQs) or requisitions that generated quotes.

Enter quotes using the Manage Vendor Quotes by Item or Manage Vendor Quotes by Vendor screen.

After entering your specifications, click on the toolbar to run this report and review the result set.

Location

Vendor

Use this field to enter, or click to select, the ID of the vendor for which you would like to view quote information. You can use this field in conjunction with the Select Status group box. The vendor's name and location display on the adjacent fields.

Enter vendor information using the Manage Vendors screen.

The vendor must not be flagged as a payroll vendor. If the vendor has an Approval Code (set on the Approve Vendors screen) of Not Approved or Pending, or if its Vendor Status for PO is On Hold, Costpoint displays a warning.

Quote

Use this field to enter, or click to select, the identification code of the vendor quote to view.

Show Expired Quotes

Select this check box to include expired quotes in the result set.

RFQ

Use this field to enter, or click to select, the RFQ ID linked to the selected Quote.

Requisition

Use this field to enter, or click to select, the requisition ID linked to the selected Quote.

Select Status

Use this group box to define whether you would like to view only open or closed quotes, or all quotes.

Open

Select this check box to view quotes with a status of Open.

Closed

Select this check box to view quotes with a status of Closed.

Table Window

Use this table window to view vendor quotes based on the settings you specify on the upper block.

Vendor

This field displays the vendor ID.

Vendor Name

This field displays the vendor name.

Location

This field displays the vendor location.

Quote

This field displays the vendor quote ID.

Quote Type

This field displays the vendor quote type.

Establish quote types using the Manage Vendor Quote Types screen and assign them using the Manage Vendor Quotes by Item and/or Manage Vendor Quotes by Vendor screen.

Status

This field displays the vendor quote's status. The possible values are:

• Open - This indicates that this vendor quote is valid and has not expired.

• Closed - This indicates that this vendor quote has expired or is no longer valid.

Quote Date

This field displays the date on which this vendor quote was created.

Expiration Date

This field displays the date on which this vendor quote expires.

Original RFQ

This field displays the RFQ ID, if any, that initiated this vendor quote.

Original Requisition

This field displays the requisition ID, if any, that initiated this vendor quote.

Trans Currency

This field displays the transaction currency code specified for the quote in the Exchange Rates subtask of the Manage Vendor Quotes by Item and Manage Vendor Quotes by Vendor screens. Unless otherwise noted, all amounts on this screen are in this currency.

Vendor Approval Status

This field displays the vendor's Approval Code, set on the Approve Vendors screen. The statuses are:

• A - Approved

• N - Not approved

• P - Pending

Quote Line

This field displays the sequential number assigned by Costpoint to track the line items of the vendor quote.

Item

This field displays the item for which this quote line is created.

Rev

This field displays the latest revision of the Item. If you are using multiple part revisions, you can enter, or click to select, another revision.

Line Type

This field contains the item's line type. The possible values are:

• P - Part

• G - Good

• S - Service

• M - Miscellaneous

Misc Type

This field displays the line charge type to be quoted by the vendor. You must make an entry in this field if an Item is not specified.

Commodity

This field displays the commodity code assigned to the Item. You can enter, or click to select, a different commodity code.

Quote U/M

This field displays the unit of measure that the vendor used when quoting this item.

Default Gross Unit Cost

This field displays the default gross unit cost quote for the selected Item.

Default Volume Disc

This field displays the volume unit discount amount for the quoted Item.

Default Net Unit Cost

This field displays the default net unit cost amount for the quoted Item.

Func Curr Default Gross Unit Cost

This field displays the default gross unit cost of the item in functional currency. This field is calculated as Default Gross Unit Cost * Trans to Func rate in the Exchange Rates subtask.

Func Curr Default Net Unit Cost

This field displays the default net unit cost of the item in functional currency. This field is calculated as Default Net Unit Cost * Trans to Func rate in the Exchange Rates subtask.

Min Qty

Enter the minimum quantity of the quoted item that the vendor is willing to sell in one order.

Manufacturer

This field displays the identification code of the manufacturer assigned to the selected item.  

You can establish manufacturers in the Manage Manufacturers screen in Costpoint Product Definition.

Mfg Part

This field displays the manufacturer part number of the selected item.

Mfg Rev

This field displays the manufacturer part revision number of the selected item.

Vendor Part

This field displays the vendor part number of the selected item.

Vend Rev

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

The Manufacturer, Manufacturer Part, Mfg Rev, Vendor Part, and Vend Rev fields are automatically populated if the part/vendor combination exists in the Manage Alternate Parts screen in Costpoint Product Definition.

Ship ID

Enter the ship ID of the location to which the quoted item is to be delivered.

Line Notes

This field displays the additional miscellaneous information about this vendor quote line.

Buyer

This field displays the buyer ID for the vendor quote. The name of the buyer displays in the adjacent field.

Establish buyer information in the Manage Buyers screen in Costpoint Purchasing.

Last Name

This field displays the last name of the vendor's contact person.

First Name

This field displays the first name of the vendor's contact person.

Entry Date/Time

This field displays the date and time of the vendor quote entry.

Entry User

This field displays the name of the user who entered the information.

Fax

This field displays the facsimile number of the vender's contact person.

FOB

This field displays the Free on Board (FOB) point that the vendor has proposed for this quote.

Phone

This field displays the vendor's phone number.

Notes

This field displays any additional notes about the vendor quote.

Ship Via

This field displays the shipment method that the vendor has offered on this quote.

Terms

This field displays the payment terms that the vendor has offered on this quote.

Proposal

This field displays the proposal ID assigned to the RFQ, if applicable, on the Manage Request for Quotes by Item and/or Manage Request for Quotes by Vendor screens.

Requisition

This field displays the requisition ID assigned to the RFQ, if applicable, on the Manage Request for Quotes by Item and/or Manage Request for Quotes by Vendor screens.

Procurement Type

This field displays the description of the procurement type code assigned to the Requisition.

Quote Reqd Date

This field displays the date by which the vendor's response should be received for the RFQ associated with this vendor quote.

Valid Through Date

This field displays the date through which the vendor's quote is valid when responding to the associated RFQ.

Quotes Reqd

This field displays the number of quotes required for the Procurement Type.

Description

This field displays the quotes required description.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:

• Unrestricted- The item is not subject to data security restrictions.

• Restricted- The item is subject to data security restrictions and that you are authorized to access detailed part information.

• ***UNAUTHORIZED***- The item is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.

If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit requisition lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items.

Subcontractor Agreement

This check box indicates that the requisition is for creating subcontractor agreements. If this is selected, requisition lines can only be generated into a PO of type Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release.

If the requisition is specified as a Subcontractor Agreement, the buyer has to be authorized to enter a PO type of Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release.

Resource Exists

This check box displays whether a resource exists for this requisition.

US Citizenship Reqd

This field displays whether the associated resource requires US citizenship.

ITAR Authorization Reqd

This field displays whether the resource must be authorized for International Traffic in Arms Regulations (ITAR) restricted items.

Security Clearance System ID

This field displays the security clearance required for the resources associated with the requisition line.

Security Clearance Description

This field displays the description of the security clearance that the resource associated with the requisition needs to have.

Security Clearance Level

This field displays the level of the security clearance that the resource associated with the requisition needs to have.

SCI

This check box displays whether the security clearance that the resource associated with the purchase order line has been cleared for sensitive compartmented information (SCI).

SAP

This check box displays whether the security clearance that the resource associated with the purchase order line has to be cleared for special access program (SAP).

Issuing Agency

This field displays the name of the agency that issued the security clearance.

• Table Information

  Changes to this screen update the following tables:

  • QT_LN

  • QT_LN_CHG

  • RFQ_HDR