Adding a New Line Item for a RFQ

Open the RFQ Items form.

Specify this information:

RFQ: Select the RFQ for which you want to add a line item.
Item: Select the item that you want to add to the RFQ. The item description and unit of measure are displayed.

Specify this information on the General tab:

Reference

If applicable, select the type of record to cross-reference:

Inventory
Job
Project
Order
Requisition

Reference Number

Optionally, specify the number of the inventory, job, project, order, or requisition record that you want to reference.

The Reference Line Suffix and Reference Release are displayed.

Preferred Lead Time

Specify the number of days that the vendor has indicated they would need to fill the order.

Selected Vendor

Select the vendor that you want to fill the order.

Optionally, click Select to open the RFQ Vendor Selection form and select a vendor. Or, click Generate Vendors to use the RFQ Line Generation Method modal form to select a vendor.

Selected Quantity

Specify the number of RFQ line items that the vendor is responsible for delivering.

Reply Date

Select the date by which vendors are to reply with their bid.

Quantities To Price

Specify the price breaks by quantity that you want to be priced by the vendor.

Optionally, click Add to add attachments to the RFQ item. Use these attachments to provide additional details and specifications to assist the vendors in preparing their quotes.

Click Save.The new Line number is generated.