Purchase Request for Quotation Lines (tdpur1502m000)

	Purchase Request for Quotation Lines (tdpur1502m000) Use this session to view, enter, and maintain request for quotation (RFQ) lines. You can start this session as follows: From the Purchase Requests for Quotation (tdpur1501m000) overview session, by clicking Lines on the appropriate menu From the Purchase Request for Quotation - Lines (tdpur1600m000) session, by selecting and double-clicking a line on the RFQ Lines tab Stand-alone Note If the Log RFQ History check box is selected in the Request for Quotation Parameters (tdpur0100m100) session, the RFQ history is automatically updated when you create, modify, or delete an RFQ (line). You cannot delete an RFQ line if a bidder is linked to the RFQ or if an alternative RFQ line is present for the current RFQ line. Related topics Request for quotation procedure RFQs - additional processes Calculating total scoring values per criterion Ranking RFQ responses Request for Quotation The number of the request for quotation (RFQ). Pos The position number of the request for quotation (RFQ) line. Default value LN calculates the default position number by using the value defined in the Step Size for RFQs field of the Request for Quotation Parameters (tdpur0100m100) session. Alt The request for quotation (RFQ) line's sequence number, which is greater than one if it includes an item that can be an alternative for the preferred item. You must manually specify alternatives in the Purchase Request for Quotation Lines (tdpur1502m000) session. Example The sequence numbers defined in the current field, represent the RFQ lines in the most suitable alternative sequence. So, sequence number one represents the first preferable item that can be an alternative for the originally preferred item, sequence number two represents the second item that can be an alternative, and so on. Status The status of the RFQ line. Allowed values RFQ Status Item Cross Reference The alternative way of communicating with the bidder about items. Allowed values Item Cross Reference Related topics Setting up and using MPN items Code Item Type The item code system's code. The item code system is used to search for an item in an alternative way, for instance by the bidder's item code. Note You can specify this field only if the Item Cross Reference field is ICS. Cross Reference Item The item code that is used to indicate the item in the Item field. The Item Cross Reference field determines the item code that you can select. ICS You can select a code in the item code system from the Item Code System - Items (tcibd0104m000) session. MPN You can select a manufacturer part number (MPN) from the Manufacturer Part Numbers (tdipu0145m000) or Items by MPN (tdipu0149m000) session. Note The MPN must have the status Approved or For Approval on the RFQ Date. Related topics Setting up and using MPN items Item In LN, the raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, sold, and so on. An item can also represent a set of items handled as one kit, or exist in multiple product variants. You can also define nonphysical items, which are not held in inventory but can be used to post costs or to invoice services to customers. The following are examples of nonphysical items: Cost items (for example, electricity) Service items Subcontracting services List items (menus/options) The item code can be blank, which means bids are requested for a new item. You can add a text to describe the item. When a response line that is linked to the RFQ line receives the Accepted status, the item code becomes mandatory. Note If the warehouse is WMS controlled: And the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a list item of the type kit in this field. And the Serials in Inventory check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is selected in the Item - Warehousing (whwmd4100s000) session. And the Serials Not in Inventory check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session. And the Lots Not in Inventory check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a lot controlled item for which the Lots in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session. Related topics Infor WM 4000 parameter settings Serialized items in Warehousing Lot control Subcontracted service items in Procurement Standard Description If this check box is selected, LN prints both the standard item description and the specific request for quotation (RFQ) line text. If this check box is cleared, LN prints only the specific request for quotation (RFQ) line text. Preferred MPN The preferred manufacturer part number (MPN) for the item. Related topics Setting up and using MPN items Manufacturer The item's manufacturer, or the manufacturer that is linked to the manufacturer part number (MPN). Related topics Setting up and using MPN items Effectivity Unit Number A reference number, for example a sales order line or a project deliverable line, that is used to model deviations for a unit effective item. Note If the warehouse is WMS controlled, and the Effectivity Units check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter an effectivity unit in this field. Related topics Overview of unit effectivity Infor WM 4000 parameter settings Project The project to which the item on the request for quotation (RFQ) line is related. Note If the RFQ line represents a customized item, the project in this field must be equal to the project as specified in the project segment of the Item field. You can also send an RFQ for standard items that are related to a specific project. In this case, you can specify a project in the current field. RFQ Quantity The quantity that must be delivered according to the terms on the order line. The quantity is expressed in the purchase unit or the sales unit of the item. Unit The purchase unit in which the items on the request for quotation (RFQ) line are expressed. Estimated Price The target price that is desired for the item on this RFQ line. Default value The Purchase Price from the Items - Purchase (tdipu0101m000) session. Currency A generally accepted medium of exchange such as coins, treasury notes, and banknotes. The following currency types are available in LN: Home currency, which is used internally by companies to calculate costs, record budgets, and register tax amounts Transaction currency, which is used in transactions with business partners, such as orders and invoices Price Unit The item unit in which an item's purchase price is expressed. This unit can differ from the item's inventory unit. Latest Purchase Price The purchase price that is displayed on the most recent invoice received for the item on this RFQ line. Default value The Latest Purchase Price from the Items - Purchase (tdipu0101m000) session. Picture The item's picture, which is defaulted from the Picture field in the Item - General (tcibd0101s000) session. Warehouse The warehouse where the items must be delivered. Default value LN retrieves the default warehouse from: The Purchase Requests for Quotation (tdpur1501m000) session. If no delivery warehouse (address) is defined in the Purchase Requests for Quotation (tdpur1501m000) session, LN retrieves the delivery address from the User Profiles (tdpur0143m000) session. If no delivery warehouse (address) is defined in the User Profiles (tdpur0143m000) session, LN retrieves the delivery address from the Item - Purchase (tdipu0101m000) session. If no delivery warehouse (address) is defined in the Item - Purchase (tdipu0101m000) session, LN retrieves the delivery address from the Item - General (tcibd0101s000) session. Receipt Address The address of the warehouse or place where the goods must be delivered. Default value LN retrieves the default warehouse address from: The Purchase Requests for Quotation (tdpur1501m000) session. If no delivery warehouse (address) is defined in the Purchase Requests for Quotation (tdpur1501m000) session, LN retrieves the delivery address from the User Profiles (tdpur0143m000) session. If no delivery warehouse (address) is defined in the User Profiles (tdpur0143m000) session, LN retrieves the delivery address from the Item - Purchase (tdipu0101m000) session. If no delivery warehouse (address) is defined in the Item - Purchase (tdipu0101m000) session, LN retrieves the delivery address from the Item - General (tcibd0101s000) session. Note If you have defined a warehouse in the Warehouse field, you must fill this Receipt Address field. Receipt Date The date on which the items, for which you send the request for quotation, are scheduled to be delivered. Note The receipt date is copied to the purchase order, or purchase contract, when you copy the RFQ in the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session. This happens after you accept the RFQ response from the bidder. The receipt date cannot be before the request for quotation date. The receipt date cannot be later than the response date. Receipt Period The start date of the period that the items, for which you send the request for quotation, are scheduled to be delivered. Default value LN retrieves the default start date from the Purchase Requests for Quotation (tdpur1501m000) session. Note The start date is copied to the purchase order, or purchase contract, when you copy the RFQ line in the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session. This happens after you accept the RFQ response from the bidder. You cannot define a receipt period if a receipt date is defined. Delivery Period The end date of the period that the items, for which you send the request for quotation, are scheduled to be delivered. Default value LN retrieves the default end date from the Purchase Requests for Quotation (tdpur1501m000) session. Note The end date is copied to the purchase order or purchase contract when you copy the RFQ line in the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session. This happens after you accept the RFQ response from the bidder. You cannot define a delivery period if a delivery date is defined. Lead Time When you manually specify the request for quotation (RFQ), you can define a lead time that will be used on the purchase order to determine the delivery date. Delivery date = order date + lead time. Lead Time The unit in which the lead time is expressed. Line Text If this check box is selected, a text is present. Export License Required If this check box is selected, an export license is required for the item. Note This check box is only visible if the Export Licenses check box is selected in the Project Pegging Parameters (tcpeg0100m000) session. Related topics Project pegging overview Peg Distribution If this check box is selected, a peg distribution is linked to this RFQ Line. Related topics Project pegging in Procurement Activity The smallest part of the activity structure used for a time-scaled budget. An entity that is used to represent a part of a project in an activity structure. LN distinguishes these activity types: WBS Element Control Account Work Package Planning Package Milestone Element The smallest part of an element structure. An element is used to define the (structure of the) work of the project, so that you can carry it out. Extension The specific agreements within or in addition to the initial contract. An extension falls outside the initial contract with the sold-to business partner. Extensions can be assigned to the bottom-up budget. LN distinguishes four extension types: Scope Change Provisional Amount Fluctuation Settlement Quantities to be Settled Cost Component A cost component is a user-defined category for the classification of costs. Cost components have the following functions: To break down an item's cost price, sales price, or valuation price. To create a comparison between the estimated production order costs and the actual production order costs. To calculate production variances. To view the distribution of your costs over the various cost components in the Cost Accounting module. Cost components can be of the following cost types: Material Costs Operation Costs Surcharge on Material Costs Surcharge on Operation Costs WIP Transfer Costs General Costs Note If you use Assembly Control (ASC), you cannot use cost components of the General Costs type. Related topics Cost components in Manufacturing RFQ Origin The request for quotation (RFQ) line's origin. Example When you create the RFQ line in the Purchase Request for Quotation Lines (tdpur1502m000) session, the RFQ Origin is Manual. Allowed values Origin Linked RFQ Line Data Starts the Linked RFQ Data (tdpur1502s000) session. Peg Distribution Starts the Purchase Peg Distribution (tdpur5100m000) session in which you can view, enter, and maintain the peg distribution details. Project Contract Information If the project has a linked contract, use this command to view the contract information in the Contract (tpctm1600m000) session. Open RFQ lines Only displays the open RFQ lines, which means the RFQ line status is not Processed.