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Request for quote creation (DIR56001)

This is a program for creating requests for quote to suppliers.

A request for quote is meant to be sent to one or several suppliers, requiring information about:

  • the supplier’s price for an item
  • possible dispatch time from the supplier

By entering different selections on this panel, you define the suppliers to which the RFQ should be sent. You can also define which items to request. Note: If selection is only made by Supplier, you will receive an informational message denoting that multiple RFQ’s will be created if more than 9999 items are eligible for selection. Note: At least one of the first five fields below the Selection column must be completed.

Selection

  • Supplier quot. group
  • Item
  • Item group
  • Supplier
  • Supplier group

Note: You have to complete at least one of the five selection fields above.

App. suppliers only
Indicate if only approved suppliers should be included in the RFQ. Depending of what is defined in the Only exist item/supp field on this panel, the following apply:

  1. Only exist item/supp is set to YES:
    • If the Use appr suppl only field in the Item file is set to YES: The Approved field for the supplier must be set to YES on the Supplier information panel in the Item file to be included in the RFQ. In addition, the current quality rate defined on the Supplier information panel in the Item file must be equal to, or greater than, the rate defined in the Min supp quality rte field on the Basic data panel in the Item file.
    • If the Use appr suppl only field in the Item file is set to NO: The Approved field for the supplier must be set to YES on the Supplier information panel in the Item file to be included in the RFQ. The current quality rate is not taken into account.
  2. Only exist item/supp is set to NO:
    • The Approved supplier field for the supplier must be set to YES in the Business partner file to be included in the RFQ.

If this field is set to NO, the code entered in the Only exist item/supp field on this panel will decide whether a supplier should be included in the RFQ or not.

Only exist item/supp
Indicate if a supplier has to be defined for the item in the Item/supplier file, to be included in the RFQ. If this field is set to NO, one of the following fields: Supplier quot. group, Item or Item group has to be completed.

Specification

Complete the specifications below.

Handler
Enter a code from the Signature table, indicating the handler for this request for quote.

Req. reply-by date
Mandatory entry. Enter when you want a reply from the supplier, at the latest.
Warehouse
Enter a warehouse from the Warehouse table, indicating the warehouse to which the requested items eventually should be sent. Note: If the STKOWNER (Stock Ownership) functionality is activated in the Function control file, the warehouse entered must be defined as a normal or trade warehouse (i.e. warehouse characteristics code 1 or 2).
Dispatch time
Enter a dispatch time, indicating the required dispatch time.

The time can be entered in different formats, defined in Work with companies. Valid formats are:

  • Year,month,day
  • Month,day,year
  • Day,month,year