Costpoint Online Help

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RFQs Subtask

Use this subtask to view request for quote (RFQ) information entered for a specific requisition.

You can view multiple items and miscellaneous line charge types on the RFQ for the specified vendor. Information defaults into this screen from entries made in the screens under the Vendor Quotes menu. RFQ information can also be assigned to requisitions on the RFQs subtask on the Approve Purchase Requisitions or Approve Purchase Requisition Lines screens.

Contents

Field Description
Requisition

This field displays the identification code of the currently selected requisition.

Status

This field displays the approval status of the currently selected requisition.

Trans Currency

This field displays the trans currency code assigned to the currently selected requisition.

Table Window

Field Description
RFQ

This field displays the RFQ number. This is the unique identifier for this RFQ. This identifier is used throughout Costpoint to reference this RFQ.

Click the RFQ ID link to view the record in Manage Request for Quotes by Vendor.

Vendor

This field displays the vendor ID assigned to the requisition.

Vendor Name

This field displays the name of the Vendor.

Address

This field displays the vendor's address code.

Status

This field displays the status of the RFQ. The possible values are:

  • P (Pending): This status indicates that this RFQ is pending approval and is not ready to be sent to the vendor.
  • O (Open): This status indicates that this RFQ is open and ready to be sent to the vendor (or was sent to the vendor with no response received).
  • C (Closed): This status indicates that the vendor has returned the quote for this item and no further action is required.
  • V (Void): This status indicates that the RFQ was voided and no processing will occur. This RFQ cannot be printed.
Buyer

This field displays the buyer ID of the individual responsible for this RFQ.

Quote Reqd Date

This field displays the date on which the vendor's response should be received for this RFQ.

Line

This field displays the identifier of the line item on this RFQ.

Item

This field displays the identification code of the requisitioned item.

Rev

This field displays the latest revision of the Item.

Description

This field displays the description of the Item.

RFQ U/M

This field displays the unit of measure that the vendor will use when quoting the Item.

Breakpoint Quantity

This field displays the quantity breakpoints for this RFQ.

Manufacturer

This field displays the manufacturer ID of the Item.

Manufacturer Part

This field displays the manufacturer part number of the Item.

Manuf Rev

This field displays the revision for the M > anufacturer Part.

Vendor Part

This field displays the vendor part number of the Item.

Vend Rev

This field displays the vendor revision number of the Vendor Part.

RFQ Line Notes

This field displays miscellaneous information about this RFQ line.

Subtasks

Subtask Definition
RFQ Header Documents Click this link to open the RFQ Header Documents subtask and view a list of documents assigned to a requisition at the header level.
RFQ Line Documents Click this link to open the RFQ Line Documents subtask and view a list of documents assigned to a requisition line.