Use the
Request for Quote Defaults tab to specify the procurement type, buyer, and other default request for quote (RFQ) information to load when creating RFQs with the Create Request for Quotes for Proposals screen.
RFQ Information
Use this group box to enter more information when you create a request for proposal (RFQ) on the Create Request for Quotes for Proposals screen. You can also enter and maintain this information by vendor and item on the screens on the
menu, where you can also access vendor quotes and item quotes.
Field | Description |
Buyer
|
Enter, or click
to select, the default buyer ID for the RFQ that is generated from this proposal. Establish buyers on the Manage Buyers screen.
|
Quote Reqd Date
|
Enter, or click
to select, the date on which the quote must be received from the vendor.
|
Procurement Type
|
Enter, or click
to select, the default procurement type code for the RFQ that is generated from this proposal. Establish procurement type codes on the Manage Procurement Types screen. After you select a code, the description displays in the unlabeled field to the right.
|
Branch Location
|
Enter, or click
to select, the buyer's default branch location ID for any RFQs that are generated from this proposal. (A location defaults if it is already assigned to this buyer.) Establish branch location information on the Manage Branch Locations screen.
|
Address
|
Enter, or click
to select, the buyer's default branch address code for any RFQs that are generated from this proposal. (An address defaults if it is already assigned to this buyer.) Enter branch address information on the Manage Branch Locations screen.
|
Ship ID
|
Enter, or click
to select, the ship ID of the location to which the components purchased for the end item are delivered. If a ship ID is already set up on the Configure Purchasing Settings screen, it automatically defaults in this field. You can leave this field blank; however, a ship ID is required to generate RFQs from a proposal.
|
PROJECT
|
Enter, or click
to select, the project ID for the RFQ that is generated from this proposal. Use the screens on the
menu to set up projects. After you select the project ID, the description displays in the unlabeled field to the right.
|
Abbrev
|
Enter, or click
to select, the project abbreviation for the RFQ that is generated from this proposal.
|