Entering RFQ Lines

Use the Lines alternative region in the RFQs window to enter and edit RFQ lines.

To enter an RFQ line:

1. Select the Lines alternative region in the RFQs window.

2. Enter a unique Number for the RFQ line.

3. Enter the line Type for the item. When you enter a line type, Purchasing automatically copies the corresponding purchasing category, unit, and unit price. You can enter predefined items only when you choose a quantity based line type. Purchasing defaults the value you define in the Purchasing Options window. 

4. Enter the Item for your RFQ line. Purchasing retrieves the item description, purchasing category, and unit of measure. If you do not enter a predefined item, you must provide a purchasing category and item description for the RFQ line. For amount based line types, the cursor does not enter this field. 

5. Enter the Revision number for the item on the requisition line.6. Enter the purchasing category for your RFQ line. If you enter a predefined item, Purchasing supplies the purchasing category.

7. Enter the item Description for your RFQ line. If you enter an item, Purchasing supplies the item description. You can set up the item definition so that you can override the item description for this particular RFQ. 

8. Enter the UOM for your RFQ line. If you enter an item number, Purchasing supplies the unit of measure. For amount based line types, the cursor does not enter this field.9. Enter an optional Target Price for the RFQ line. You may want to provide a target price on the RFQ line for negotiation purposes. For amount based line types, Purchasing uses a target price of 1.

10. Enter the supplier's number for the item.

11. Save your work.

To enter additional RFQ line information:

1. Select the More alternative region in the RFQs window. You can enter optional information in the fields described in the following steps.

2. Enter a unique line number for your RFQ line. Purchasing defaults the next available line number.

3. Enter the UN Number for the item on the RFQ line. 

4. Enter the Hazard class for the item on the RFQ line. If you enter a UN number, Purchasing displays the corresponding hazard class if one has been defined. 

5. Enter the Minimum Order Quantity for the item on the RFQ line.6. Enter the Maximum Order Quantity for the item on the RFQ line.

7. Optionally enter a Project Number.

8. Optionally enter a Task Number.

9. Enter a note to the supplier about this item. This note prints on the RFQ.10. Save your work.

To copy RFQs to quotations:

Select Copy Document on the Special menu to open the Copy Document window.