Entering a Quote Against an RFQ Step-by-Step

From the Purchasing module:
 

1. Type RIV in the NEXT FUNCTION field and press ENTER to access the RFQ Inquiry by Vendor (RIV) screen.
2. Type your buying entity (XXBG) in the BUY ENTITY field.
3. Type your trade paying entity (XXPT) in the PAY ENTITY field.
4. Type the vendor number in the VENDOR NO. field.
5. Type the vendor's group number in the GROUP NO. field and ENTER.
6. Type X in the P column to the right of the RFQ you want for that vendor and press ENTER to access the Vendor Quote Header (VQH) screen. 
 
To create a quote header:
 
7. Type the quote number in the QUOTE NO. field. 

Note:  The quote number must not include a dash to distinguish agency quotes from state term contract quotes.
8. Type a quote type in the QUOTE TYPE field. 
    W or blank              Firm written quote 
    E                            Estimated written quote 
    P                            Firm phone quote 
    U                            Unfirm phone quote
9. Type X in the DISPLAY CODE DESC field.
10. Type the ship-to code in the SHIP-TO CODE field.
11. Type the payment terms in the PAYMENT TERMS field. 
12. Type your freight code in the FOB CODE field and press ENTER to complete the quote header. The terms code short descriptions and the message:  ALL FIELDS ARE CORRECT are displayed.
 
To enter an item quote:
 
13. Press ENTER to record the quote header and access the Vendor Item Quote Entry (VQI) screen.
14. Type the quote start date in the QUOTE START DATE field. 
15. Type the quote expiration date in the QUOTE EXP. DATE field. 
16. Type the unit of purchase in the UOP field.
17. Type the unit price in the UNIT PRICE field. 
18. Type the status of your quote in the STATUS field.
 
To enter price breaks:
 
19. Type X in the CONTINUE TO VQ2 field and press ENTER to access the Vendor Item Quote Entry (VQ2) screen
20. Type the quantity at which the discount applies in the QUANTITY column.
21. Type the discounted price in the PRICE column. 

Note:  If the vendor had quoted discounts as percentages, those percent discounts would be entered in the 
          PRICE BREAK % column to the right of the corresponding quantities. The discounted prices would be 
          automatically calculated.
22. Repeat Steps 20 & 21 for each additional price break for this quote.
23. Press ENTER to process the quote. 

Note:  The RIV screen is redisplayed. Note the status for the RFQ has changed to POSTED.
24. Repeat Steps 4-23 to enter additional quotes.
 
To enter quote comments:
 
25. Type QNO in the NEXT FUNCTION field and press ENTER to access the Quotes Notes (QNO) screen to enter comments relating to the quotes.
26. Type the vendor number in the VENDOR NO. field.
27. Type the vendor group number in the VENDOR GROUP NO. field.
28. Type the quote number in the QUOTE NO. field. 
29. Type the item number in the ITEM NO. field. 
30. Type A in the A/B/C/D column. 
31. Type the sequence number (e.g., 010, 020, 030...) over the 1 in the SEQ NO. column.
32. Type the descriptions in the COMMENTS/SPECIFICATIONS/INSTRUCTIONS column.
33. Repeat Steps 30-32 for each additional comment line for an item.
34. Press ENTER to add the comments to the quote. A new QNO screen will be displayed.
35. Repeat Steps 29-34 for comments for additional items.
 
Accounting System Home Page | Information Guide Home Page | OSC Home Page