Use this tab to enter buyer and vendor information about the selected Request for Quote (RFQ).
Use this field to enter, or click 
to select, the vendor for the RFQ. The vendor's description and location display in the adjacent fields. The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, a warning displays. If you enter a subcontract ID on the Subcontract Information tab, the vendor linked to the subcontract record is loaded by default and this field cannot be edited.
Use this field to enter, or click to select, the vendor's order address code to which the RFQ is to be sent. The lookup list displays all the addresses that are assigned to the selected Vendor.
Establish vendors using the Manage Vendors screen.
Use this field to enter, or click to select, the buyer that is responsible for the RFQ. Enter buyers in the Buyers screen in the Purchasing Controls menu in Costpoint Purchasing.
Establish buyers using the Manage Buyers screen in Costpoint Purchasing.
This field displays the branch location for the selected Buyer.
Use this group box to enter information about the proposal to which the RFQ is referenced.
Use this field to enter, or click to select, the proposal ID for which the RFQ is being generated.
Establish proposal information using the Manage Proposals screen in Costpoint Materials Estimating.
Use this field to enter, or click to select, the revision of the proposal for which the RFQ is being generated.
Use this field to enter, or click to select, the requisition ID for which this RFQ is being created. Create requisition using the Manage Purchase Requisitions screen. If a subcontract ID has been entered, this displays a requisition with a vendor that matches that of the loaded subcontract; otherwise, this loads an associated requisition without any subcontract reference.
If you change a requisition to a different requisition, you will be allowed to do so if the requisition is not linked to any subcontract or linked to the same subcontract. If the new requisition is linked to a different subcontract, Costpoint verifies that the previously saved RFQ vendor (header) & US citizenship requirement (header/line) matches that of the new subcontract. If there is a mismatch, Costpoint displays an error.
If you change a requisition to a different requisition, you will be allowed to do so if the requisition is not linked to any subcontract. If the new requisition is linked to a different subcontract, Costpoint verifies that the previously saved RFQ vendor (header) & US citizenship requirement (header/line) matches that of the new subcontract. If there is a mismatch, Costpoint displays an error.
If a previously saved RFQ has no requisition, and you created a new requisition, you will be allowed to do so if the requisition is not linked to any subcontract. If the new requisition is linked to a subcontract, Costpoint verifies that the previously saved RFQ vendor (header) & US citizenship requirement (header/line) matches that of the new subcontract. If there is a mismatch, Costpoint displays an error.
Use this field to enter, or click to select, the procurement type code to assign to the selected Requisition. The procurement type's description displays on the adjacent field.
This field displays the number of quotes required for the selected Procurement Type.
This field displays the subcontract ID linked to the requisition associated with the RFQ. Click the Subcontract link to access the subcontract record on the Manage Subcontracts screen.
Use this field to enter, or click 
to select, the date by which the vendor's response should be received for this RFQ.
Use this field to enter, or click to select, the date through which the vendor's quote is valid after responding to the RFQ.
This check box is selected after you print the RFQ. Any time you print the RFQ after selecting this check box, 'DUPLICATE' prints on the RFQ to indicate that the RFQ was printed.
Clear this check box to remove the 'DUPLICATE' print when printing the RFQ.
Select this check box to send email alerts to the supplier. If you are not licensed for Supplier Portal, this check box will be cleared and disabled. This check box initially defaults from the Supplier Portal Email Notification check box associated with the RFQ header buyer. If the purchase order (PO) settings allow edits to this check box, you can change the initial value in this application.
Select this check box to indicate that the request for quote (RFQ) is released to the supplier. When you select this check box, all open RFQ lines and associated line quantity breakpoints, and delivery schedule lines (if any) will be accessible via the supplier portal.
This check box also affects the sending of emails to suppliers. On new RFQ records, releasing to the supplier is allowed if the line status is set to Open and an email is sent. The same applies with an existing RFQ without a quote and previously released to the supplier, if the status changes from Open to Void, Pending, or Closed, an email is sent. The opposite is true for existing RFQs with a quote.
This defaults to the current date. Enter, or click to select, the date when the RFQ (along with the RFQ lines/delivery lines) is to be released to the vendor/supplier. This is a required field and is enabled when the Released to Supplier check box is selected, otherwise this is disabled.
Use this group box to enter information about the vendor's contact person.
This field displays the first name of the vendor's default contact person. You can enter a different first name in this field.
This field displays the last name of the vendor's default contact person. You can enter, or click to select, a different last name in this field.
This field displays the telephone number of the contact person. You can enter a different telephone number in this field.
This field displays the fax number of the contact person. You can enter a different facsimile number in this field.
Enter the email address of the supplier to allow sending of email alerts whenever there are portal information action changes.