Details Tab
Use this tab to enter general Request for Quote (RFQ), buyer, and vendor information for the vendor quote.
Contents
Field | Description |
---|---|
RFQ |
Use this, or use
Establish RFQs using the Manage Request for Quotes by Vendor screen, Manage Request for Quotes by Item, or the Create Request for Quotes for Proposals screen. |
Quote Status |
Select the status for the quote line. The selections are:
|
Quote Date |
Use this field to enter, or click
|
Trans Currency |
This field displays the transaction currency code that is specified for the quote in the Exchange Rates subtask. All amounts on this screen are in this currency, unless the field is denoted as Func Curr (functional currency). |
Expiration Dt |
Use this field to enter, or click
|
Expiration Days |
Use this field to enter the number of days from the Quote Date the vendor considers this quote valid. Costpoint calculates this number if you entered an Expiration Dt. |
Quote Type |
Use this field to enter, or click
Establish quote types using the Manage Vendor Quote Types screen. |
Terms |
Use this field to enter, or click
|
Buyer |
Use this field to enter, or click
Establish buyer information on the Manage Buyers screen in Costpoint Purchasing. |
FOB Point |
Use this field to enter the free on board point the vendor has offered for this quote. |
Ship Via |
Use this field to enter the shipment method the vendor has offered for this quote. |
Vendor Contact
Use this group box to enter vendor contact information for the vendor quote.
Field | Description |
---|---|
Last Name |
Use this field to enter, or click
|
First Name |
Use this field to enter the first name of the vendor's contact person. |
Phone |
Use this field to enter the telephone number of the vendor's contact person. |
Fax |
Use this field to enter the facsimile number of the vender's contact person. |
Recalculate Exchange Rates |
Click this button to recalculate the functional currency amounts for the vendor quote. |
Autoload |
Click this button to load all RFQ lines for the selected RFQ. |