Managing requests for samples with costs

  1. On the main menu, select Requests > Samples with Costs.
  2. Click the Go to Sample with Cost Form icon.
  3. Optionally, specify this information:
    Customer Contact
    Specify a name as the customer contact for this request.
    Notes
    Provide notes about this request.
    Free Field 1
    Provide any information related to this request.
  4. On the Shipping Details section, specify this information:
    Ship To
    Specify the shipping address.
    Ship Date
    Select a shipping date.
    Tracking #
    Specify a tracking number.
  5. On the Point of Measure section, under the supplier column, specify values for each point of measure.
  6. On the Quotation section, specify this information:
    Lead Time
    Specify a number.
    Lead Time UOM
    Select a lead time UOM.
    Minimum Qty
    Specify a minimum quantity number.
    Qty UOM
    Select a quantity UOM.
    Delivery Method
    Select a delivery method.
    Terms
    Select a delivery term.
    Country of Origin
    Select a country of origin.
    BOM Version
    Displays the BOM version used in the request. You cannot modify this field.
    Currency
    Displays the currency used in the request. You cannot modify this field.
  7. On the Costing Elements section, under the Value column, specify a value for each cost element item.
  8. Optionally, type a comment on the Comments pane that is located at the right side of the Request tab.
    See Posting comments.
  9. To save your changes without sending information to the Infor Fashion PLM application, click Save Changes.
  10. Optionally, to send your changes to the Infor Fashion PLM application, click Post To Customer.
  11. Click Yes to update Work Status from Pending to Sent.
    Note: After you post request information to the customer, you can no longer modify the request details.
  12. Click OK.

    After your customer updates the status of the sample page in Infor Fashion PLM, the request status is updated to Approved, Cancelled, or Rejected.

    You can download reports and view images of the sample with costs request.