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On the RFQ Items form, select .
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Specify this information in the header section:
- RFQ
- Select the RFQ for which you want to add a line item.
- Line
- After saving the new record, the system generates the next sequential
line number.
- Status
- For new records, the line status is Open.
- Due Date
- Select the date when the work is due.
- Item
- Select the item that you want to add to the RFQ. The item description
and unit of measure are displayed.
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If applicable, the purchase order, line, and release numbers are
displayed for the RFQ. Click View
PO to open a modal form where you can view additional details about
the PO.
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Optionally, click Create PO to open a modal form where you can create a purchase order
for the RFQ item.
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Specify this information on the General
tab:
- Reference
- Select the type of record to cross-reference. You
can use the three ID fields to specify existing records. If left blank, the
system creates a new record of the reference type specified when the x-ref
is performed.
- Preferred Lead Time
- Specify the number of days that the vendor has indicated they would
need to fill order.
- Selected Vendor
- Select the vendor that you want to fill the order.
Optionally, click Select to open the RFQ Vendor
Selection form, where you can select the vendor with the
winning bid for this RFQ.
- Selected Quantity
- Specify the number of RFQ line items that the vendor is responsible
for delivering.
- Selected Price
- The price based on the vendor and quantity selected is displayed.
- Reply Date
- Select the date by which the vendors are to reply.
- Quantities To Price
- Specify the break quantities that you want priced by the vendor.
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The Attachments grid lists files associated with the RFQ item. Use these
attachments to provide additional details and specifications to assist the vendors in
preparing their quotes. Click Add and
Delete to maintain the list of
attachments. Click View button to display
the attachment.
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The grid on the Vendors tab lists this
information for each record:
- Sequence number
- Status
- Vendor number, name, phone and fax number
- Vendor item
- Request date
- Distribution method
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Click Generate
Vendors to open the RFQ Line Generation
Method modal form.
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Click Send Quote to send the request
for quote to the vendor.
Use the buttons on the form as described here:
- Click Send All Quotes to send the full
list of requests for quote to the vendors.
- Click Vendors to open the RFQ Vendors
form.