RFQ Responses (tdpur1506m000)

Use this session to view, enter, and maintain RFQ responses.

A response line is inserted in this session when an RFQ line is linked to a bidder. You cannot change the data for a response line with the Created status. The response line must have the Sent status to change it.

Note
  • If the status of the response line is No Bid, No Response, Accepted, or Rejected you can only specify the Conversion Action and Conversion Type fields. All other fields are unavailable.
  • If the status of the response line is Negotiating, the Expiry Date field, price, discount, and receipt date related fields are derived from the RFQ Negotiations (tdpur1606m000) session and are unavailable in the current session.
  • You can link a price book and/or a discount schedule to a response line. If you copy a response line to a purchase contract, you must copy the price book and discount schedule to a new price book and discount schedule.
  • If a bidder's prices and discounts are already available, you need not send the RFQ to that bidder. You can, however, compare the existing prices and discounts with the submitted response. To compare existing prices with the prices your bidder returned to you, answer the question Retrieve default prices and discounts? with Yes.

 

Status

The status of the RFQ response line.

Allowed values

RFQ Status

RFQ

The number of the request for quotation (RFQ) on which response data is/must be returned by the bidder.

Position

The number of the request for quotation (RFQ) line on which response data is/must be returned by the bidder.

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.

Item Code System

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.

Item

item

Note

If the warehouse is WMS controlled:

  • And the Inbound BOM/List Items check box is cleared for the warehouse in the WMS Interface 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 Interface 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 Interface 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 Interface 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.
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 and bidder.

Default value

This field is defaulted from the Preferred Manufacturer Part Number field of the Purchase Request for Quotation Lines (tdpur1502m000) session. However, if the preferred MPN from the RFQ line is not allowed for a bidder, LN retrieves the preferred MPN for the bidder from the MPNs by Item - Business Partner (tdipu0148m000) session.

Manufacturer
Effectivity Unit

effectivity unit

Note

If the warehouse is WMS controlled, and the Effectivity Units check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter an effectivity unit in this field.

Supply 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 unit in which the item's quantity is expressed.

Default value

The default value is the purchase price unit recorded in the Item - Purchase (tdipu0101m000) session.

You can purchase items in a different unit than the one in which their inventory is registered. Goods can, for example, be stored in grams and purchased in kilograms.

Note

You must first define all units in the Units (tcmcs0101m000) session. In this session, you can define the conversion factor for conversion of the unit to the basic unit. If you want to use a purchase unit that is not the same as the basic unit, you must first define this unit in the Conversion Factors (tcibd0103m000) session. In the Conversion Factors (tcibd0103m000) session, the conversion factor from the alternative unit to the inventory unit is also recorded. You cannot use this method for cost items or service items. For such items, all units can be used, as they are not kept in stock.

Price

The price per item unit that is offered by the bidder. The price is expressed in the bidder's currency.

Price change

The price is updated automatically when the Item and Supply Quantity fields are changed.

Note

If the Material Pricing in Procurement check box is selected in the Material Price Parameters (tcmpr0100m000) session, this price can include material base prices.

Currency

The currency unit in which the item's price is expressed.

Default value

The default value is the purchase price unit recorded in the Item - Purchase (tdipu0101m000) session.

You can purchase items in a unit other than the one in which their inventory is registered. Therefore, the price can be stated in different units. Goods can, for example, be stored in grams and purchased in kilograms, but priced in boxes.

Note

You must first define the currency units in the Units (tcmcs0101m000) session. In this session, you can define the conversion factor for conversion of the unit to the basic unit. If you want to use a purchase price unit that is not the same as the basic unit, this unit must first be defined in the Conversion Factors (tcibd0103m000) session. In the Conversion Factors (tcibd0103m000) session, the conversion factor from the alternative (purchase price) unit to the inventory unit is also recorded. You cannot use this method for cost items or service items. For such items, all units can be used, as they are not kept in stock.

Purchase Price Unit

The item unit in which an item's purchase price is expressed. This unit can differ from the item's inventory unit.

Material Price

The response line's total material price.

Note

Because a response line cannot have material price surcharges, this field shows the total material base price.

Picture

The item's picture, which is defaulted from the Picture field in the Items - General (tcibd0501m000) session.

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.

Send

If this check box is selected, the request for quotation (RFQ) line must be sent to the bidder.

Default value

This field is defaulted from the Send RFQ check box in the Request for Quotation - Buy-from BP's (tdpur1505m000) session.

The Send check box is cleared by default, if:

  • An active contract exists for the item/bidder partner combination.
  • The item/bidder combination is not defined in the Item - Purchase Business Partner (tdipu0110m000) session and the Send RFQ to Not approved Buy-from BP check box is cleared in the Request for Quotation Parameters (tdpur0100m100) session.
Note

If this check box is cleared, you cannot print the RFQ in the Print Request for Quotations (tdpur1401m000) session.

Peg Distribution

If this check box is selected, a peg distribution is linked to this RFQ Quotation.

Mandatory Project Peg

If this check box is selected, the item must be pegged to a project, which means the item must have a linked peg.

Default value

The Mandatory Project Peg check box in the Items - General (tcibd0501m000) session.

Subcontracted
RFQ Line Text

If this check box is selected, a text is linked to the RFQ line.

Response Text

If this check box is selected, a text is linked to the response line.

Expiry Date

The response line's expiry date.

Invoice by Stage Payments

If this check box is selected, the item must be invoiced by stage payments.

On the appropriate menu, you can start the Supplier Stage Payments (tdpur5120m000) session in which you can view, enter, and maintain the stage payments.

This field is disabled if the following are applicable:

  • The response line status is No Response, No Bid, Accepted, or Rejected
  • Stage payment lines are linked to the RFQ response

Default value

This field is defaulted from the Items - Purchase Business Partner (tdipu0110m000) session or the Items - Purchase (tdipu0101m000) session.

Conversion Action

Specify the action to be taken on the response line.

Note

You can specify this field only if the Status field is No Bid, No Response, Accepted, or Rejected.

Allowed values

Action

Conversion Type

Specify the conversion type for the response line.

Note

To specify this field, the Conversion Action must be Convert for the response line.

You can convert the response line in the Convert RFQs (tdpur1202m000) session.

Allowed values

Conversion Type

Price Book

An entity in which you can store price information that is valid for a given period of time.

A price book includes the following elements:

  • A price book header, which contains the code, type, and use of the price book.
  • One or more price book lines, which contain the items.

A quantity or value break discount schedule can be linked to a price book.

Price Origin

The origin of the price.

Allowed values

Price Origin

Matrix Definition

Defines the group of elements (matrix attributes) that a Pricing matrix uses to determine a price, discount, promotion, or freight rate.

Imagine you are a furniture vendor and you decide to maintain your sales prices based on two elements:

  • The specific item you sell.
  • The way to handle payments.

In this case, the matrix type is Sales Price, the matrix definition is Furni (this name is user-definable), and the matrix attributes are Item and Payment Method.

Note

This field can only be filled if you answered the Retrieve default prices and discounts? question with Yes and LN found an existing price for the bidder in the price matrix that is displayed in this field.

After retrieving existing prices, you can still overwrite the default prices with the returned prices from the bidder.

Multi Level Discount

If this check box is selected, a multi level discount is applied to the line.

Discount Percentage

discount percentage

You can link a maximum of five discount percentages that are offered by the bidder to this line. You can manually enter the first discount percentage. To enter subsequent discount percentages, you must zoom to the Line Discounts (tdpcg0200m200) session.

Note
  • If a discount list is linked to the response line, the Discount Percentage field is disabled.
  • When you enter a value in the Item field or the Expiry Date field, LN automatically enters a percentage discount in the current field.
Discount Amount

The discount given to a business partner, calculated by unit and expressed as a value. For instance, 3 euro.

Note

You can only enter a discount amount in this field if the Discount Percentage field is empty.

Discount Schedule

The discount schedule that is linked to the response line.

Note

If you enter a discount schedule in this field, you cannot enter a discount amount in the Discount Amount field.

Discount Code
Discount Matrix Definition

The matrix definition of the discount matrix, if the Discount Origin is Discount Structure.

Determining

If this check box is selected, the response line is taken into account when the total response value is calculated to apply total discounts to RFQ responses.

Related topics

Eligible

If this check box is selected, LN applies the calculated discount percentage to the response line.

Related topics

Gross Amount

The total amount from which taxes, rebates, discounts, and so on are to be deducted to reach the net amount. The gross amount is calculated by multiplying the order quantity with the (book) price.

Total Discount Percentage

The total discount amount expressed as a percentage of the (gross) response amount.

This percentage is calculated as follows:

 Total Discount Amount / (supply quantity * price) * 100%
Total Discount Amount

The total discount amount for the response line.

Total Net Amount

The total net amount for the response line, expressed in the purchase currency.

Bidder Landed Costs Amount

The total landed cost amount of all bidder landed cost lines that are linked to the response line.

3rd Party Landed Costs Amount

The total landed cost amount of all third party landed cost lines that are linked to the response line.

Total Amount

The total amount for the response line. Discounts and landed costs are taken into account for this amount.

Purchase Price

The (book) price with all discounts applied. If no discounts exist, the gross price is equal to the net price. The net price is calculated as follows:

Net price = (book) price - line discount - order discount
Net Bidder Price

The net price including bidder landed costs.

It is calculated as follows:

 (Total Net Amount + Bidder Landed Costs Amount) / Supply Quantity
Net Price

The net price including all landed costs (bidder and third party).

It is calculated as follows:

 (Total Net Amount + Bidder Landed Costs Amount + 3rd Party Landed Costs Amount) / Supply Quantity
Ship-from BP

The ship-from business partner who must deliver the items.

Default value

LN retrieves the default ship-from business partner from the Buy-from Business Partner (tccom4120s000) session. The default ship-from business partner is the ship-from business partner that is linked to the bidder in the Buy-from BP field.

The ship-from business partner that you enter in this field must be related to the bidder in the Buy-from BP field.

Note

Dependent on the ship-from business partner that is entered in this field, the following fields in the current session are filled by default:

  • Ship-from Address
  • Ship-from Contact
Ship-from Address

The address of the ship-from business partner.

Default value

LN retrieves the default ship-from address from the Ship-from Business Partner (tccom4121s000) session.

Note

You can only enter a ship-from address if a ship-from business partner is entered in the Ship-from BP field.

Ship-from Contact

The ship-from contact.

Default value

LN retrieves the default ship-from contact from the Ship-from Business Partner (tccom4121s000) session.

Full Name

The contact's full name.

Terms of Delivery
Point of Title Passage
Generate Freight Orders

If this check box is selected, freight orders can be generated from a purchase order line.

Note

You cannot directly generate freight orders from responses. As a result, in the Buy-from BP - Quotations (tdpur1506m000) session, you define all freight related data to provide the necessary information when the response is converted to a purchase order in the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session.

Carrier

The company responsible for the transportation of goods to the ship-to business partner.

Carrier Binding

An option in Freight that prevents the load building engine from overwriting the carrier selected by the user for a given freight order line.

Note

Select this check box to ensure that the same carrier is used in the freight order as in the purchase order.

Service Level

An entity that expresses the duration of transportation, such as: delivery within twelve hours. A freight service level (optional) is used as follows:

  • As a factor that determines the transportation costs of a load.
  • As a factor that determines the freight rate of a freight order.
Note

Enter a service level to ensure that the same service level is used in the freight order as in the purchase order.

Warehouse

The warehouse where the items must be delivered.

Default value

LN retrieves the default warehouse from:

  • The Purchase Requests for Quotations (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 Items - General (tcibd0501m000) session.
Receipt Address

The address where the goods are received.

Note

If the warehouse has dock (receipt) locations, which you can define in the Warehouse - Dock Locations (whwmd2120m000) session, LN checks whether an address is defined for the relevant receipt location. If yes, this receipt address is displayed by default. Otherwise, the warehouse address is displayed.

Planned Receipt Date

The date on which the items are scheduled to be delivered.

Note

The receipt date is copied to the purchase order, purchase contract, or price book when you copy the RFQ response line in the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session.

This date cannot be before the request for quotation date.

Delivery Period

The start date of the period that the items for which you sent 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, purchase contract, or price book when you copy the RFQ response line in the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session. .

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 sent 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, purchase contract, or price book when you copy the RFQ response line in the Convert Quotations to Contracts/Orders/Price Books (tdpur1202m000) session.

You cannot define a receipt period if a receipt date is defined.

Lead Time

If the request for quotation (RFQ) is manually specified, you can define a lead time that is 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.

Tax
Tax Classification
Exempt

If this check box is selected, tax exemption applies.

Note

If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is set to:

  • Limited and you select this check box manually, the Tax Code is defaulted from the Exempt Purchase field of the Tax Handling (tctax0138m000) session. If you clear this check box manually, the tax code is not changed.
  • Extended and you select this check box manually, the Tax Code is not changed. If you clear this check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled.
Tax Country

The country used for tax purposes.

Note

If the entered country uses a tax provider to calculate tax and is therefore listed in the Countries for Destination Sales Tax (tctax6103m000) session, tax countries on other purchase order lines in the same purchase order must also be registered in the Countries for Destination Sales Tax (tctax6103m000) session. The reason for this is that only the same type of tax countries are allowed on a single order.

Own Tax Number

tax ID

Related topics

Tax Code

The tax code that applies to the items on the RFQ response.

Note
  • If the country displayed in the Tax Code field uses a tax provider to calculate tax and is therefore listed in the Countries for Destination Sales Tax (tctax6103m000) session, tax countries on other purchase order lines in the same purchase order must also be registered in the Countries for Destination Sales Tax (tctax6103m000) session. The reason for this is that only the same type of tax countries are allowed on a single order.
  • You can use a group tax code for cost en service items. The group tax code must meet the conditions of the business partner tax classification. In addition, the withholding functionality must be applicable for the financial company of the purchase order's purchase office.
Registration Number Sequence (Own)

The sequence number of the tax registration number defined for the financial company.

Note

Infor LN defaults the GSTIN of the purchasing organization based on the location(state) of the receiving address.

Registration Number

The tax registration number of the financial company.

Registration Number Sequence (BP)

The sequence number of the tax registration number defined for the business partner.

Note

Infor LN defaults the GSTIN of the supplier based on the location(state) of the ship from address.

Registration Number

The tax registration number of the business partner.

GST Applicable

If this check box is selected, GST is applicable.

Note

By default this check box is selected, if the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, and the specified item is not defined in the GST Exception Item List (tccom9135m00l) session.

ASV Origin for GST

The option or method that indicates the origin of the assessable value used to calculate the GST.

Allowed values

ASV Origin

Note
  • If this value is set to Order Line, Infor LN defaults the order line value as the ASV Price In Inventory Unit.
  • If this value is set to Manual, you can specify the value for the ASV Price In Inventory Unit.
Description

The description or name of the code.

ASV Price for GST

The assessable value for GST.

Taxable ASV for GST

The total assessable value of the item, on which the GST is calculated.

BP Tax Country

The country in which the bidder has the tax ID.

BP Tax Number

The bidder's tax ID.

Note

The bidder's tax ID is date effective. To determine and display the correct tax ID for the bidder, LN first uses the planned receipt date, next the end of the delivery period, and then the current date.

Exempt Certificate

Your own exemption certificate.

Note
  • LN prints the exempt reasons on the invoices.
  • This field only applies if the Tax Exempt Level parameter is Extended in the Tax Parameters (tctax0100m000) session.
  • This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session.
Exempt Reason

The reason why your own company is exempt from sales tax.

Note
  • This field only applies if the Tax Exempt Level parameter is Extended in the Tax Parameters (tctax0100m000) session.
  • This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session.
  • The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Return Date.
ASV Origin for Service Tax

The order origin of the assessable value for excise.

Allowed values

ASV Origin

ASV Price Per Unit

The unit in which the assessable value is expressed.

Discount % for ASV

The percentage of the discount applicable on the assessable value. The value is defaulted based on the value you select in the ASV Origin for Excise field.

Taxable ASV for Excise

The assessable value of the item which is used to calculate excise. When excise is applicable on other charges, the other charge price is also included in the value.

MRP for VAT

If this check box is selected, the VAT is calculated on MRP of the item.

MRP for Service

If this check box is selected, the service tax is calculated on MRP of the item.

ASV Origin for VAT

The origin of the assessable value for VAT.

Allowed values

ASV Origin

ASV Origin for Service

The origin of the assessable value for service tax.

Allowed values

ASV Origin

ASV Price Per Unit

The unit in which the assessable value of the item for excise is expressed.

ASV Price Per Unit

The unit in which the assessable value of the item for excise is expressed.

Discount % for ASV

The percentage of the discount applicable on the assessable value.

Discount % for ASV

The percentage of the discount applicable on the assessable value.

Taxable ASV for VAT

The assessable value of the item used to calculate the VAT.

Taxable ASV for Service Tax

The assessable value of the item used to calculate the service tax.

Terms of Payment

 

Linked RFQ Response Data
Landed Cost Lines
Landed Cost Lines by Bidder
Peg Distribution

Starts the Purchase Peg Distribution (tdpur5100m000) session in which you can view, enter, and maintain the peg distribution details.

Supplier Stage Payments

Starts the Supplier Stage Payments (tdpur5120m000) session in which you can view, enter, and maintain the supplier stage payments.

Material Price Information

Starts the Material Price Information (tcmpr1600m000) session, in which you can view the material price information that is linked to the response line, such as the material price agreement, item material content, and material base prices.

Project Contract Information

If the project has a linked contract, use this command to view the contract information in the Contract (tpctm1600m000) session.

Price Inquiry

Starts the Price Inquiry (tdpcg0250m000) session.

RFQ Negotiations
Response

Sets the status of the response line to Responded.

No Response

Sets the status of the response line to No Response.

No Bid

Sets the status of the response line to No Bid.

Accepted

Sets the status of the response line to Accepted.

Rejected

Sets the status of the response line to Rejected.

Reopen Response

Sets the status of a response line with the No Response, No Bid, Accepted, or Rejected status to Responded or Negotiating, which means the response line can be updated again.

Recalculate Price/Discounts RFQ Line
Recalculate Price/Discounts Entire RFQ
Recalculate Landed Costs
Subjective Criteria

Starts the RFQ Response - Subjective Criterion Scores (tdpur1195m000) session in which you can assign subjective values to the subjective criteria for a response line, which are taken into account when comparing response lines in the RFQ Compare Responses (tdpur1600m100) session.

Compare...

Starts the RFQ Compare Responses (tdpur1600m100) session in which you can compare response lines for the selected line(s). Response lines with the Responded, Negotiating, or Accepted status, can be compared.

Convert...

Starts the Convert RFQs (tdpur1202m000) session.

Process Non-Converted RFQ Responses
Order Pegging
Manufacturer Part Numbers
All Responses

Displays all response lines.

Open Responses

Only displays the open response lines, which means the line status is not Processed.