Part of the evaluation process may require the inclusion of vendor responses with the purchase requisition. These responses provide additional details that are helpful when making decisions related to purchases.
When included, vendor responses follow the purchase requisition and can be incorporated into the agreement terms in the final purchase order.
To include vendor responses with a purchase requisition:
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On the Navigation menu, click
.
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On the Purchase Requisition form, select the purchase requisition from which to print a request for price quote.
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On the Line Item grid, select a line item.
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Click
View Detail to show more data about the item on the Purchase Requisitions Line Detail dialog box.
You can also use this dialog box to enter and edit data about the line item.
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On the Purchase Requisition Line Detail dialog box, click the Vendors tab and select the
Need Price Quote option.
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Enter or edit the recommended vendors.
Your system administrator specifies the options that are available here.
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Click
Response.
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On the Price Quote Response dialog box, make entries or selections in the
Vendor's Item #,
Response Price,
U/M,
Response Date, and
Response Person fields.
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To include the data from this vendor response in the purchase requisition, select the
Select this Vendor check box.
The response is also included in the final purchase order.
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If this item was on the purchase requisition form when you printed it to send to the vendor, select the
RFQ Printed check box.
When this purchase requisition form is reprinted for the next request, it will not have this item.
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If you want to apply the vendor responses to all line items, select the
Apply Responses to All Line Items check box
The line items on the Responses grid pre-fill with standard responses that are entered in
.
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Edit these responses, as needed, for each line item.
The responses will not update in Settings.
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Select a response and click
Edit.
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On the Text Editor dialog box, enter the response details and click
OK to save your changes.
The response displays in the Responses grid.
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Click the hyperlink to open the response in the Text Editor.
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Click
OK to save your changes.