Requests for Quote Sub-Tab

This section includes the fields and descriptions for the Requests for Quote sub-tab.

Field	Description
Request for Quote No.	This field shows the number of the current request for quote.
Requisition No.	This field shows the number of the requisition on which the current request for quote was based.
Our Ref.	In this field, you can enter the name of the reference person on the request for quote. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Buyer	In this field, you can enter the name of the reference person on the request for quote. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Requisitioner Employee No.	In this field, you can enter the number of the employee who requisitioned the items on the current request for quote.
Requisitioner Employee Name	This field shows the name of the requisitioner employee specified above.
Purchaser Employee No.	In this field, you can enter the number of the employee who is responsible for purchasing the items on the current request for quote.
Purchaser Employee Name	This field shows the name of the requisitioner employee specified above.
Status	In this field, you can specify the status of the request for quote. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Order No.	If the vendor states a sales order number on his quote, you can enter this order number here. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Your Reference	When you receive a quote, you can enter in this field the name of the person at the vendor’s who is responsible for the quote, or, if you have had contact with the vendor before receiving a quote, you can enter the name of the person with whom you were in contact. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Our Cust. No.	In this field, you can enter your company’s customer number registered with the vendor. Maconomy suggests the value from the corresponding field on the vendor information card, but you can change it.
Job No.	In this field, you can enter the job to which the request for quote pertains. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Job Name	This field shows the name of the job specified in the field “Job No.” above, if any.
Deadline	In this field, you can enter the deadline by which the vendor must respond with a quote. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Expiry Date	When you have received a quote from the vendor, you can specify the expiry date of the quote in this field. The expiry date is the last date on which the quote is valid. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Vendor	In this field, you can enter the number of the vendor whom the request for quote concerns. Maconomy suggests the value from the corresponding field in the island Dispatch Address in the window Requests for Quote.
Name 1-5	In these fields, you can enter information on the name and address of the dispatch vendor specified above. Maconomy suggests the value from the corresponding fields in the island Dispatch Address in the window Requests for Quote.
Zip Code	In this field, you can enter the zip code of the dispatch vendor specified above. Maconomy suggests the value from the corresponding fields in the island Dispatch Address in the window Requests for Quote.
Postal District	In this field, you can enter the postal district of dispatch vendor specified above. Maconomy suggests the value from the corresponding fields in the island Dispatch Address in the window Requests for Quote.
Attn.	This field shows the vendor’s attention person. Maconomy suggests the value from the corresponding field in the island Dispatch Address in the window Requests for Quote.
Country	This is the country of the dispatch vendor specified above. Maconomy suggests the value from the corresponding field in the island Dispatch Address in the window Requests for Quote.
Phone	This field shows the phone number of the dispatch vendor specified above. Maconomy suggests the value from the corresponding field in the island Dispatch Address in the window Requests for Quote.
Fax	This field shows the fax number of the dispatch vendor specified above. Maconomy suggests the value from the corresponding field in the island Dispatch Address in the window Requests for Quote.
Telex	This field shows the telex number of the dispatch vendor specified above. Maconomy suggests the value from the corresponding field in the island Dispatch Address in the window Requests for Quote.
Vendor No.	This is the number of the vendor to whom payment should be made if the current quote is accepted. Maconomy suggests the value from the corresponding field in the island Pay to Address in the window Requests for Quote.
Pref. Deliv. Date	In this field, you enter your preferred delivery date, or the date you agreed with the vendor. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Delivery Mode	In this field, you select how the items quoted are to be delivered. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Delivery Terms	In this field, you select the desired delivery terms. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Customer No.	In this field, you can enter a Ship to Customer number. This is, for example, relevant if the purchase request for quote is related to a job, and the vendor is delivering the items or services directly to your customer. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Currency	In this field, you select the currency of the request for quote. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Line Sum	This field shows the total quoted price entered on the lines assigned to the current request for quote. The quote prices are entered in the window Requests for Quote.
Quote Discount %	In this field, you can enter any discount percentage quoted by the supplier. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Quote Discount	In this field, you can enter any discount amount quoted by the supplier. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Quote Tax	This field shows the total tax amount for the current request for quote.
Quote Sum	This field shows the total amount for the current request for quote.
Company No.	This field shows the number of the company responsible for the current request for quote.
Pmt. Terms	In this field, you select the desired payment terms. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Department	In this field, you can enter the department which the quote involves. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Vendor Group	This is the vendor group to which the vendor belongs. The value cannot be changed here, but you can change it in the vendor information card.
Enterprise	In this field, you can specify an enterprise. Maconomy suggests the value from the corresponding field on the Vendor Information Card, but you can select another enterprise here. This field is used when deriving a G/L tax code from G/L tax tables.
	You maintain enterprises in the Popup Fields single dialog workspace in the Set-Up module.
Segment	In this field, you can specify a segment. Maconomy suggests the value from the corresponding field in the Vendor Information Card, but you can select another segment here. This field is used when deriving a G/L tax code from G/L tax tables.
	You maintain segments in the Popup Fields single dialog workspace in the Set-Up module.
Area	In this field, you can specify an area. Maconomy suggests the value from the corresponding field in the Vendor Information Card, but you can select another area here. This field is used when deriving a G/L tax code from G/L tax tables.
	You maintain areas in the Popup Fields single dialog workspace in the Set-Up module.
Tax No.	In this field, you select the tax number for the request. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Language	In this field, you select the language of the request. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Company Tax Code	In this field, you must specify a company tax code created in the window Popup Fields. If the request for quote is converted to a purchase order, the value in this field is transferred to the corresponding field on the resulting purchase order. On the purchase order, the company tax code is used by Maconomy for determining the tax code to be used in the calculation of tax for the services on the purchase order. For further information on this, see the description of the field “Company Tax Code.” If the request for quote is not converted to a purchase order, this field has no effect. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Location	In this field, you can enter a value for the dimension Location. If you do not manually enter a value, Maconomy will attempt to derive a value, using the order of priority set up in the window Dimension Derivation in the G/L module. However, any manually entered value will be overwritten if Maconomy can derive a value for which overwriting has been selected. If no value can be derived, the standard value is transferred from the window System Parameters in the Set-Up module. See the section on dimension derivation in the chapter “Introduction to the G/L module” as well as the description of the window Dimension Derivation for further information about dimension derivation.
Entity	The functionality of this field is similar to the functionality of the field “Location” above.
Project	The functionality of this field is similar to the functionality of the field “Location” above.
Purpose	The functionality of this field is similar to that of the field “Location” above.
Spec. 1-3	The functionality of these fields is similar to that of the field “Location” above.
Local Spec. 1-3	The functionality of these fields is similar to that of the field “Location” above.
Created by	This field shows the name of the user who created the current request for quote.
Created on	This field shows the date on which the current request for quote was created.
Changed by	This field shows the name of the last user to change the current request for quote.
Changed on	This field shows the date on which the current request for quote was changed.
Version	This field shows the version number of the current request for quote, that is, the number of times information has been entered on it.
Date Printed	This field shows the date on which the request for quote was printed. If the request for quote has not yet been selected, this field is blank. For further information on printing requests for quote, see the description of the corresponding field in the card part of the window Requests for Quote.
Approved	If this field is marked, the current request for quote has been approved. You approve a request for quote by selecting the action “Approve Request for Quote” in the window Requests for Quote. For further information on approving requests for quote, see the description of the corresponding field in the card part of the window Requests for Quote.
Approved By	This field displays the name of the employee who approved the current request for quote.
Date	This field displays the date on which the current request for quote was approved.
This quote has been received	This field shows whether a quote has been registered as received for the current request for quote. To mark the field, select the action “Receive Quote” in the window Requests for Quote. For further information on receiving quotes, see the description of the corresponding field in the card part of the window Requests for Quote.
Received by	If the quote has been received, this field displays the name of the user who received the quote.
Date	If a quote has been received, this field displays the date on which it was received.
Accepted	This field shows whether the quote received on the current request for quote has been accepted. To mark the field, select the action “Create Purchase Order” in the window Requests for Quote. For further information on accepting quotes, see the description of the corresponding field in the card part of the window Requests for Quote.
Accepted by	If the quote received on the current request for quote has been accepted, this field displays the name of the user who accepted the quote.
Date	If the quote received on the current request for quote has been accepted, this field shows the date on which the quote was accepted.
Rejected	If this field is marked, the current request for quote has been rejected. You reject a request for quote by selecting the action “Reject Request for Quote” in the window Requests for Quote. For further information on rejecting requests for quote, see the description of the corresponding field in the card part of the window Requests for Quote.
Rejected by	This field displays the name of the employee who rejected the current request for quote.
Date	This field displays the date on which the current request for quote was approved.
Closed	This field shows whether the request for quote is closed. If this field is marked, the request for quote is closed. To mark the field, select the action “Close Request for Quote” in the window Requests for Quote. For further information on closing requests for quote, see the description of the corresponding field in the card part of the window Requests for Quote.
Closed by	If the current request for quote has been closed, this field displays the name of the user who closed the request.
Date	If the current request for quote has been closed, this field displays the date on which it was closed.
Popup 1-5	In these fields, you can select a number of pop-up values for further specification of the vendor. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.
Remarks 1-10	In this field, you can enter any remarks you wish to make about the request for quote. Maconomy suggests the value from the corresponding field in the card part of the window Requests for Quote.