Specifying information for sample with cost requests

Sample with cost requests contain the same information as sample requests, but you must specify additional details for costing purposes.

Note: If this request is sent to a non-system partner/supplier, some fields are disabled unless the status is Sent to Non-System Supplier or Re-Sent to Non-System Supplier.

See Requests sent to non-system partners.

On the Quotation tab, specify this information:

Lead Time

Specify a lead time number.

Lead Time UOM

Select a UOM to define the lead time. UOMs are a generic lookup type and can be defined in Generic Lookup.

Valid From

Select the starting validity date

Minimum Quantity

Specify the minimum quantity.

Quantity UOM

This field is automatically populated with a UOM based on the selected partner. Optionally, select another UOM. UOMs are a generic lookup type and can be defined in Generic Lookup.

Valid To

Select the ending validity date

Delivery Method

This field is automatically populated based on the selected partner. Optionally, select another delivery method. Delivery methods are a generic lookup type and can be defined in Generic Lookup.

Terms

This field is automatically populated based on the selected partner. Optionally, select other terms. Terms are a generic lookup type and can be defined in Generic Lookup.

Supplier Reference Number

Specify a reference number for the supplier.

Country of Origin

This field is automatically populated based on the selected partner. Optionally, select another country of origin.

Payment Terms

Select the payment terms for this request. By default, the payment terms for the partner, if defined, is selected.
Payment Terms are a generic lookup type and can be defined in Generic Lookup.

Resp at Supp

Specify a response to the supplier.

Status

Select a status from the list.

Currency

Select a currency. By default, the defined currency for the partner is selected.

BOM Version

Select a BOM version. Available BOM versions depend on the BOM versions in the style record.
By default, the main BOM version is selected, but you can select another version. The partner cannot change the BOM version.
The defined exchange rate type in the selected BOM version is used to convert the amounts to the base currency. An exchange rate between the base currency and the currency of the partner must exist.
BOM lines and cost elements based on the BOM version and costing of the style record are displayed on BOM Lines and Cost Element tables.

Geocode

Select an applicable Geo-location code to assign to request.

Note: A validation process confirms if the code is applicable or whether there is already an existing Request of specified code.

Agreement Number

Specify the agreement number.
To identify a BOM line as cost indicator, select the Is Cost Indicator check box of the BOM line.

BOM lines that are displayed in the BOM Lines section depend on the BOM version that you specify as cost indicators in the style's main BOM version.
To identify a costing element as a cost indicator, select the Is Cost Indicator check box of the cost element.

Cost elements that are displayed in the Costing Elements table depend on cost elements that you tagged as quotation indicators in the style's cost model.
Click Save.
Click Save and Send to save the request and send it to a partner.