Include Vendor Responses with a Purchase Requisition

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, complete the following steps:

1. From the Vision Navigation menu, click Purchasing > Purchase Requisitions.
2. On the Purchase Requisition form, select the purchase requisition from which to print a request for price quote.
3. On the Line Item grid, select a line item.
4. 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.
5. On the Purchase Requisition Line Detail dialog box, click the Vendors tab and select the Need Price Quote option.
6. Enter or edit the recommended vendors. The options that are available are added in Configuration by your system administrator.
7. Click Response.
8. 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.
9. 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.
10. 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.
11. 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 Configuration > Purchasing & Inventory > Company Settings.
12. Edit these responses, as needed, for each line item. The responses will not update in Configuration.
13. Select a response and click Edit.
14. On the Vision Text Editor dialog box, enter the response details and click OK to save your changes. The response displays in the Responses grid.
15. Click the hyperlink to open the response in the Vision Text Editor.
16. Click OK to save your changes.