Specifying information for cost requests

Cost requests are available for style records.

After defining the main information of your request and specifying cost as your request type, you must define additional information, such as the quotation and shipping information.

Note: If this request is sent to a non-system partner or 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.

  1. 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.

    See 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.

    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.
  2. On the Shipping Information section, specify this information:
    Ship To
    Specify the shipping location for this request.
    Delivery Method
    Select a delivery method. Delivery methods are a generic lookup type and can be defined in Generic Lookup.
    Ship Date
    Specify a ship date.
    Tracking #
    Specify a tracking number.
  3. On the E-mail and E-mail Content tab, specify this information:
    Email To
    Specify recipients of email notifications for this request.
    CC
    Specify CC recipients of email notifications for this request.
    Notes to Supplier
    Specify supplier notes.
  4. On the Item Images section, select images to include in this request. Available images depend on the images that are associated to the requested item.
  5. On the Attachments section, select attachments to include in this request. Available attachments depend on the attachments that are associated to the requested item.
  6. Click Save.
    Click Save and Send to save the request and send it to a partner.