Entering RFQ Shipments

Use the RFQ Shipments window to enter and review shipment information for Bid RFQs. Use this window to request as many shipment quotations as you want. You might want to provide multiple shipments if you want to receive quotations from your suppliers for different ship-to locations, quantities, or other criteria.


To enter RFQ shipment information:

1. Navigate to the RFQ Shipments window by selecting the Shipments button in the RFQs window. This button is available only when the RFQ header Type has a Quotation Class of Bid. 

2. In the Shipments alternative region, enter the shipment Number. Purchasing supplies shipment numbers in increments of one.

3. Enter the Organization.

4. Enter the Ship-To location for the quotation shipment. Purchasing defaults the ship-to location from the RFQ header.

5. Enter the Quantity for which you want to receive a quotation from your supplier.

6. Enter the shipping UOM for the RFQ shipment line. You may want the supplier to ship the item in different units of measure depending on the quantity ordered. Purchasing defaults the unit of measure from the RFQ line. For amount based line types, the field is not applicable.

7. Enter the unit Price for the RFQ shipment line. Leave this field blank if you want the supplier to provide a price independent of the price you want. For amount based line types, the cursor does not enter this field, and the price is set to 1.

8. Enter the Last Accept Date.9. Enter the Need-By date.10. Select Firm to indicate that the bid is firmed. The Approved check box indicates that there is an approved quotation shipment referencing this line.11. Save your work.

To enter additional RFQ shipment information:

1. Select the More alternative region in the RFQ Shipments window.

2. Enter the shipment number. Purchasing provides shipment numbers in increments of one.

3. Select Taxable to indicate that the item is taxable. If you entered an item in the RFQ Lines window, Purchasing defaults the taxable status from the item record. If you do not enter a predefined item, Purchasing defaults this value from the Default region of the Purchasing Options window. 

4. Enter or use the default Tax Name for taxable items. The tax name defaults from the following sources, in the following order:

• The Purchase Order Preferences window. If you have specified a preferred tax name in this window, Purchasing defaults this tax name onto the RFQ shipment.

• The Tax Defaults region in the Purchasing Options window. If you have specified a tax defaulting hierarchy in this window, Purchasing searches for and defaults the tax name corresponding to that tax defaulting hierarchy. You can accept the default tax name or select another. 

5. Choose the Invoice Matching option. The default is from the Purchasing Options window. Two-Way - Purchase order and invoice quantities must match within tolerance. Three-Way - Purchase order, receipt, and invoice quantities must match within tolerance. Four-Way - Purchase order, receipt, inspection, and invoice quantities must match within tolerance.

6. Enter the Quantity Received Tolerance. The default is from the Receiving Options window. 

7. Enter the Quantity Received Exception option. 

• None: Receipts may exceed the selected tolerance. 
• Reject: Receipts cannot exceed the selected tolerance. 
• Warning: The receiver gets a warning message, but receipts can exceed the tolerance.

8. Save your work.