MANAGE QUOTES

Use this screen to view the quote request and enter quote data. Quotes with status of Closed or Void, or if the quote is expired, cannot be edited. If an expiration date is available, this date determines if a quote can be edited.

If a supplier updates the note or attaches a quote, the application sends an email notification to the buyer that the quote has been sent. You can print the request for quote (RFQ) and the quote from this screen. To create a quote against the RFQ, select an RFQ from the header section and click the Generate Quote button, this loads RFQ lines with Open status. This action automatically loads the information to the vendor quotes child table window (CTW) and the Quote Lines subtask from the selected RFQ.

Requests for Quotes

This field displays the RFQ ID with Open status.

RFQ Date

This field displays the date when the RFQ was created.

Status

This field displays the status of the RFQ.

Buyer

This field displays the name of the buyer corresponding to the employee associated with the RFQ ID.

Quote Reqd Date

This field displays the request date for the quote.

Valid Through Date

This field displays the validity duration date of the RFQ.

Header Notes

This field displays the notes added to the RFQ.

Generate Quote

Click this button to generate quote against the RFQ. This automatically loads the information to the Vendor Quotes CTW and the Quote Lines subtask of the selected RFQ.

Subtask

Subtask

Description

RFQ Lines

Click this link to RFQ Lines subtask to view the request for quotes lines.

Vendor Quotes

Quote ID

Enter the ID of the quote to be created.

Quote Status

This field displays the quote status. The initial value is Open, and this can be closed by the buyer from the Procurement Planning screens.

Submit

This check box defaults to selected.

Expiration Dt

Enter, or click to select, the date the information in this quote becomes invalid.

Expiration Days

Enter the duration when the quote will be valid.

Trans Currency

This field displays the transaction currency to be used for the quote.

RFQ

This field displays the RFQ ID.

Buyer

This field displays the name of the buyer.

Quote Date

Enter, or click to select, the date the quote was prepared or received.

Terms

Enter, or click to select, the payment terms offered for this quote.

FOB

Enter the Free on Board (FOB) point proposed for this quote.

Ship Via

Enter the shipment method offered for this quote.

Header Notes

Enter the relevant notes pertaining to the quote.

Subtask

Subtask

Description

Quote Lines

Click this link to open the Quote Lines subtask to view and enter information of the quote lines.