Adding Vendor Information for RFQ

  1. On the RFQ Vendors form, select Actions > New.
  2. Specify this information in the header section:
    RFQ
    Select the RFQ for which you want to set up vendor information. The status and due date are displayed for the RFQ.
    Line
    Select the RFQ line for which you want to set up vendor information. The line item and description are displayed.
    Sequence
    If more than one template is set up for the same form, the system automatically assigns a sequence number based on the order they are created.
    Vendor
    Select the vendor that you want to set up for the RFQ. The vendor name and currency are displayed.
  3. Optionally, specify this information on the General tab:
    Vendor Item
    Select the vendor item to use for this vendor.
    Phone
    Specify the phone number for the vendor contact.
    Request Date
    Select the date the quote was sent to the vendor. The current date is displayed by default.
    Distribution Method
    Select the method to use to send the RFQ:
    • Email
    • Fax
    • Web
    • Report
    Fax Number
    Specify the fax number for the vendor contact.
    Reply By
    Select the date by which the vendors are to reply.
    Contact
    Specify the name of the vendor contact.
    Email
    Specify the email address of the vendor contact.
    Quote Sent
    Select this check box if the quote has been sent to the vendor.
  4. On the Address tab, specify the address information for the vendor contact.
  5. Specify this information on the Pricing tab for each price break:
    Quantity
    Specify the break quantities that you want the vendor to price.
    Price
    Specify the amount that a vendor charges for an item or items.
    Lead Time
    Specify the number of days that the vendor has indicated they would need to fill order.
    Response Date
    The date on which the vendor responded to the RFQ is displayed.
    Response Status
    Select the status for the vendor response.
    • Open
    • Hold
    • Expired
    • Closed
  6. Save the record.

Use the buttons on this form as described here:

  • Click RFQs to open the RFQs form.
  • Click RFQ Lines to open the RFQ Items form.
  • On the General tab, click Preview to view the quote form before sending.
  • On the General tab, click Send Quote when you are ready to send the quote to the vendor.