RFQ Lines (tdpur1502m000)

	RFQ Lines (tdpur1502m000) Use this session to view, enter, and maintain request for quotation (RFQ) lines. You can start this session as follows: From the Requests for Quotation (tdpur1501m000) overview session, by clicking Lines on the appropriate menu From the Request for Quotation (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 scores for criteria Ranking RFQ responses Project pegging in Procurement RFQ The number of the request for quotation (RFQ). Line 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 Lines field of the Request for Quotation Parameters (tdpur0100m100) session. Sequence 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 RFQ 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 Origin The request for quotation (RFQ) line's origin. Example When you create the RFQ line in the RFQ Lines (tdpur1502m000) session, the Origin is Manual. Allowed values Origin 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 The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold. An item can also represent a set of items handled as one kit, or which exist in multiple product variants. You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The 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 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 (whwmd4600m000) 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 (whwmd4600m000) 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 (whwmd4600m000) session. Related topics Infor Warehouse Management Module parameter settings Serialized items in Warehousing Lot control Subcontracting 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. Manufacturer Part Number 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 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 Interface Parameters (whwmd2105m000) session, you cannot enter an effectivity unit in this field. Related topics Overview of unit effectivity Infor Warehouse Management Module 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. 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. Purchase Unit The purchase unit in which the items on the request for quotation (RFQ) line are expressed. Target 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. Note If you use landed costs, this price should include these costs. This field is displayed only if the Target Price check box is cleared in the Procurement Parameters (tdpur0100m000) session. Related topics Landed costs – requests for quotation (RFQs) Target Price 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. Average Purchase Price The average purchase price which is based on cumulative purchases or on the current inventory, as specified in the Method of Calculating Average Purchase Price field of the Purchase Order Parameters (tdpur0100m400) session. Default value The Average Purchase Price from the Items - Purchase (tdipu0101m000) session. 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. Average Landed Cost A cost component's average landed cost, which is based on cumulative purchases or on the current inventory, as specified in the Method of Calculating Average Landed Cost field of the Landed Costs Parameters (tclct0100m000) session. Default value The Average Landed Cost from the Item Actual Landed Costs by Cost Component (tclct3501m000) session. Related topics Landed costs – requests for quotation (RFQs) Latest Landed Cost A cost component's latest landed cost. Default value The Latest Landed Cost from the Item Actual Landed Costs by Cost Component (tclct3501m000) session. Related topics Landed costs – requests for quotation (RFQs) Picture The item's picture, which is defaulted from the Picture field in the Items (tcibd0501m000) session. Warehouse The warehouse where the items must be delivered. Default value LN retrieves the default warehouse from: The Requests for Quotation (tdpur1501m000) session. If no delivery warehouse (address) is defined in the Requests for Quotation (tdpur1501m000) session, LN retrieves the delivery address from the Purchase User Profiles (tdpur0143m000) session. If no delivery warehouse (address) is defined in the Purchase User Profiles (tdpur0143m000) session, LN retrieves the delivery address from the Items - Purchase (tdipu0101m000) session. If no delivery warehouse (address) is defined in the Items - Purchase (tdipu0101m000) session, LN retrieves the delivery address from the Items (tcibd0501m000) 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 Requests for Quotation (tdpur1501m000) session. If no delivery warehouse (address) is defined in the Requests for Quotation (tdpur1501m000) session, LN retrieves the delivery address from the Purchase User Profiles (tdpur0143m000) session. If no delivery warehouse (address) is defined in the Purchase User Profiles (tdpur0143m000) session, LN retrieves the delivery address from the Items - Purchase (tdipu0101m000) session. If no delivery warehouse (address) is defined in the Items - Purchase (tdipu0101m000) session, LN retrieves the delivery address from the Items (tcibd0501m000) 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 RFQs (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 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 RFQs (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 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 RFQs (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 Unit The unit in which the lead time is expressed. Serial Number The unique identification of a single physical item. LN uses a mask to generate the serial number. The serial number can consist of multiple data segments that represent, for example, a date, model and color information, sequence number, and so on. Serial numbers can be generated for items and for tools. Related topics Service subcontracting in Procurement Subject to Trade Compliance If this check box is selected, global trade compliance applies to the line. Note This field is available only if the Purchase Trade Compliance check box is selected in the Global Trade Compliance Parameters (tcgtc0100m000) session. Related topics Import compliance for purchase orders Peg Distribution If this check box is selected, a peg distribution is linked to this RFQ Line. Note Manual changes in this session can affect the linked peg distribution. If this is the case, and if the Manual Project Peg Modification check box is selected in the Project Pegging Parameters (tcpeg0100m000) session, a window is displayed in which you must specify the change reason. The project peg changes and the reason codes are logged in the Cost Peg Audit History (tpctm2500m000) session. Related topics Project pegging in Procurement 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 (tcibd0501m000) session. Related topics Project pegging in Procurement Subcontracted If this check box is selected, operation subcontracting or service subcontracting is applicable for the item. Related topics Operation subcontracting in Procurement Service subcontracting 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 standard cost, 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: Operation Costs Material Costs Surcharge on Material Costs General Costs Not Applicable Note If you use Assembly Control (ASC), you cannot use cost components of the General Costs type. Related topics Cost Component Scheme in Manufacturing Line Text If this check box is selected, a text is present. Score Date The date on which the last response score is calculated for the RFQ line. Related topics Request for quotation procedure Score Actual If this check box is selected, the calculated response score for the RFQ line is actual and is used when comparing response lines in the RFQ Compare Responses (tdpur1600m100) session. If this check box is cleared, the calculated response score for the RFQ line is no longer applicable, for example, because values have changed in the RFQ Responses (tdpur1506m000) session. Consequently, when the RFQ Compare Responses (tdpur1600m100) session is accessed, the response score is recalculated. Related topics Request for quotation procedure Additional Information Additional Field User-defined fields of various field formats that can be added to various sessions, in which users can edit these fields. No functional logic is linked to the contents of these fields. Additional information fields can be linked to database tables. When linked to a table, the fields are displayed in the sessions corresponding to the database tables. For example, a field defined for the whinh200 table is displayed as an extra field in the Warehousing Orders (whinh2100m000) session. The contents of additional fields can be transferred between database tables. For example, the information specified by a user in additional information field A of the Warehousing Orders (whinh2100m000) session is transferred to additional information field A in the Shipments (whinh4130m000) session. For this purpose, additional information fields with identical field formats and field name A must be present for the whinh200 and the whinh430 tables (whinh430 corresponds to the Shipments (whinh4130m000) session). Click Extended Additional Information to view all additional information fields that are linked to the purchase document in the Extended Additional Information (tcstl2110m000) session. Related topics Additional information fields Additional information definition levels Additional information fields in Procurement Additional information for project pegged purchase documents Note Because no buy-from business partner is available in this session, the additional information fields defined in the General definition level are used. Compare Responses Starts the RFQ Compare Responses (tdpur1600m100) session in which you can compare response lines for the selected RFQ line(s). Response lines with the Responded, Negotiating, or Accepted status, can be compared. All RFQ Lines Displays all RFQ lines. Open RFQ Lines Only displays the open RFQ lines, which means the RFQ line status is not Processed.