to select, an existing vendor ID for this RFQ. The vendor must not be a payroll vendor and its approval code must not be Not Approved. If the vendor has an approval code of Pending, Costpoint displays a warning.Use this subtask to displays all RFQs for the requisitioned item ID.
If the item/vendor RFQ combination does not already exist, you can enter a new RFQ here. You can add additional lines, quantity breakpoints, and other information to the RFQ after you have created it using the Manage Request for Quotes by Item or Manage Request for Quotes by Vendor screen. You can also generate RFQ lines using the Create Request for Quotes for Proposals screen in Materials Estimating. The Proposal field in the table window displays the proposal ID from which the RFQ was created and assigned.
For new RFQs, the table window automatically loads all standard text codes set to automatically default for requests for quote in the Where-Used subtask of the Manage Standard Text screen.
This field displays the requisition ID from the main screen.
This field displays the requisition line number from the main screen.
This field displays the description of the item on the requisition line.
This field displays the total estimated cost of the item on the requisition line.
Select this check box to create and save new RFQs that are not yet existing in the system, and update an existing RFQ by linking the RFQ line to the requisition line.
Enter, or click to select, an existing vendor ID for this RFQ. The vendor must not be a payroll vendor and its approval code must not be Not Approved. If the vendor has an approval code of Pending, Costpoint displays a warning.
This field displays the descriptive name of the Vendor.
This field displays the vendor's order address code to which this RFQ must be sent.
This field displays the RFQ number, which is incremented and automatically assigned only when you have selected the Auto-Assign RFQs check box and entered a Last RFQ ID on the Configure Vendor Quote Settings screen. Costpoint increments the Last RFQ ID by one. When you have entered all data and saved the line, Costpoint automatically assigns the next available number.
If you cleared the Auto-Assign RFQs check box on the Configure Vendor Quote Settings screen, you must enter an RFQ ID in this field before you can save this record. Costpoint will not store the last number used, so you must track the RFQ numbers in your own log.
This field displays the RFQ line number.
Select the status of this RFQ from the drop-down list. The available options are:
Pending - This status indicates that this RFQ is pending approval and is not ready to be sent to the vendor.
Open - This status indicates that this RFQ is open and ready to be sent to the vendor (or was sent to the vendor with no response received).
Closed - This status indicates that the vendor has returned the quote for this item and no further action is required.
Void - This status indicates that the RFQ was voided and no processing will occur. This RFQ cannot be printed.
This field displays the desired date for the purchase requisition.
This field displays the unit of measure the vendor must use when quoting this item. This field defaults from the requisition's U/M but can be modified.
This field displays the vendor must quote for this item. This amount defaults from the requisition line quantity but can be modified.
This field indicates that the RFQ ID/RFQ line have consolidated parts from other requisition/requisition lines. Added RFQ lines from this screen cannot be consolidated with other requisition/requisition lines. Consolidation must be done in the other RFQ screens.
This field displays the last name of the vendor's contact person. The default contact (lowest sequence number) for the selected vendor address displays but can be modified in the Details tab of the Manage Request for Quotes by Item or Manage Request for Quotes by Vendor screen, and only if the RFQ status is Open.
This field displays the first name of the vendor's contact person. The default contact (lowest sequence number) for the selected vendor address displays but can be modified in the Details tab of the Manage Request for Quotes by Item or Manage Request for Quotes by Vendor screen, and only if the RFQ status is Open.
This field displays the telephone number for the vendor's contact person. The telephone number of the default contact (lowest sequence number) for the selected vendor address displays but can be modified.
This field displays the fax number for the vendor's contact person. The fax number of the default contact (lowest sequence number) for the selected vendor address displays but can be modified.
This field displays the vendor email address.
This field displays the identification code of the manufacturer of the item to be quoted. The manufacturer automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition.
This field displays the manufacturer part number of the item to be quoted. The manufacturer part automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition. is available to select other manufacturer parts in the Alternate Parts table.
This field displays the manufacturer part revision number of the item to be quoted. The revision of the manufacturer part automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition.
This field displays the vendor part number of the item to be quoted. The vendor part number automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition. is available to select other vendor parts in the Alternate Parts table.
This field displays the vendor part revision of the item to be quoted. The revision of the vendor part automatically loads when the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition.
This field displays additional information about this RFQ.
This field displays the approval status of the vendor for the item to be quoted. The available values are:
Yes - This status indicates that the vendor has been approved for the item to be quoted.
Preferred - This status indicates that the vendor is the preferred vendor for the item to be quoted.
No - This status indicates that the vendor is not acceptable for the item to be quoted.
If the vendor has not been approved, this field remains blank.
This field displays the date of the last purchase order created for this vendor/item combination.
This field displays the date of the last quote created for this vendor/item combination.
This field displays the status of the vendor for the purchase order.
This field displays the size classification for the vendor. The possible values are:
Large
Small
Nonprofit
Foreign/Other
This field displays Y (Yes) if the vendor is classified as woman-owned. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as disadvantaged. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as a labor surplus. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as a historical black college or university/minority institution. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as veteran-owned. Otherwise, this field displays N (No).
This field displays Y (Yes) if the vendor is classified as service-disabled veteran-owned. Otherwise, this field displays N (No).
This field displays Y (Yes) if this vendor is classified as Alaskan Native Corp (ANC) and Native Tribes. Otherwise, this field displays N (No).
This field displays the quote ID associated with this RFQ.
This field displays the quote line number associated with this RFQ.
This field displays the requisition ID associated with this RFQ.
This field displays the requisition line number associated with this RFQ.
This field displays the proposal BOM associated with this RFQ.
This field displays the revision number of the Proposal.
This check box indicates that a delivery schedule exists for the requisition line.
This check box indicates that email alerts are sent to the supplier whenever there are portal information changes made by the buyer. This check box initially defaults its value from the Supplier Portal Email Notification check box associated with the PO header buyer. If the Allow Edit check box is selected on the Configure Purchasing Settings screen, then the Supplier Portal Email Notification check box on the PO header is editable, otherwise Supplier Portal Email Notification is disabled. If the Supplier Portal Email Notification check box is not selected, the supplier will not receive email alerts.
This check box indicates that the request for quote (RFQ) is released to the supplier. If selected, all RFQ lines and associated line quantity breakpoints, and delivery schedule lines (if any) will be accessible via the supplier portal.
Select an action to indicate if vendors have been notified of the changes to the RFQ line. For new RFQs, if the Released to Supplier check box in the RFQ header is selected, then this option defaults to Released to Supplier. When you add new RFQ lines for existing RFQ IDs, the option defaults to None.
Enter any action notes related to the action taken for the RFQ line.
|
Subtask |
Definition |
|
Action History |
Click this link to open the Action History subtask. |
|
Combined Req Line Details |
Click this link to open the Combined Req Line Details subtask. |
|
Delivery Schedule |
Click this link to open the Delivery Schedule subtask to display the delivery schedule. |