Costpoint Online Help

Using the Help Search
Using the Help Search
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Request For Quote Defaults Tab

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 Procurement Planning > Vendor Quotes 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 Projects > Project Setup > Project Master 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.