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Fields on the RFQ/Quote Worksheet
The following list describes entry fields on the RFQ/Quote Worksheet and shows which are required and optional.
Fields for the Entire RFQ - RFQ Number - (Required field) The number is automatically assigned by the system, but can be changed. This reference number is maintained throughout the RFQ/Quote/PO process.
- Description - (Optional field) Add reference information about the subject of an RFQ, such as a job number.
- Respond By - (Required field) The date automatically defaults to the next day's date. Change the date and time to indicate the deadline for receiving quotes from your suppliers.
- Select Suppliers for Entire RFQ - (Required field) Use this field to select global suppliers for the RFQ. For any individual line item, you can override the global suppliers and select additional ones. See Selecting or Adding Suppliers for details.
Fields for Each Line Item- Internal Part Number - (Optional field) Enter an internal part number, if applicable, used by your organization to reference the manufacturer part number.
- Manufacturer Part Number - (Required field) Enter the complete manufacturer part number.
- Manufacturer - (Optional field) Enter the manufacturer name.
- Quantity - (Required field) Enter the number of units for the item.
- Target Price - (Optional field) Enter the target price-per-unit for the item. Note: A previous search in the Shopping Agent can be helpful in determining Web-published prices from suppliers.
- Currency - (Required field) Select the unit of currency. The default is USD (US Dollar). Note: Click the Currency link to see currency abbreviation definitions.
- Comments/Description - (Optional field) Enter any comments or a description relevant to the item.
- Delivery Date - (Required field) Select the required delivery date for the item.
- Override Suppliers - (Optional field) (Click the OVERRIDE SUPPLIERS button to display the supplier fields. They initially contain the global supplier names selected for the entire RFQ.) To add additional preferred suppliers or non-preferred temporary suppliers for the line item, click the ADD SUPPLIER LINE or ADD TEMP SUPPLIER buttons. See Selecting or Adding Suppliers for details.
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