This panel displays the items included on the request for quote. The panel can be accessed either from the RFQ headers panel or the RFQ suppliers panel.
The RFQ can contain items that should not be requested from one or several suppliers. Such item lines are excluded on the RFQ to a particular supplier.
The RFQ contains ten items and it should be sent to three suppliers. One of the items should only be requested from one of the suppliers. This means that the total number of items on the RFQ is ten. To one of the suppliers, all ten items should be requested. To the other two suppliers, only nine items should be requested.
If you want to add an item manually on this RFQ, this panel has to be accessed from the RFQ headers panel by selecting the Lines option. When adding an item manually, the item will by default be requested from all suppliers defined in the RFQ. If you do not want to request the item from one, or several supplier(s), the item has to be excluded from that particular supplier.
Options
| Exclude item | Select this option to exclude the item from the RFQ to this supplier. Note: This option is only displayed if this panel was accessed from the RFQ suppliers panel. |
| Undo exclusion | Select this option to include the item on the RFQ to this supplier. This option can only be used if the item previously has been excluded. Note: This option is only displayed if this panel was accessed from the RFQ suppliers panel. |
| In txt | Select this option to maintain internal text for the item on this request for quote line. Internal text can be useful to make notes about the item on the RFQ. The internal text is not printed on any document. Note: This option is only displayed if this panel was accessed from the RFQ headers panel. |
| Ex txt | Select this option to maintain external text for the item on this request for quote line. External text is printed below the item line on the RFQ document and it will be copied to the purchase order if a purchase order is created from the RFQ. Note: This option is only displayed if this panel was accessed from the RFQ headers panel. |
Selection fields
- Request for quote
- Displays the RFQ number.
- Supplier
- Only displayed if this panel was accessed from the RFQ suppliers panel. Displays the selected supplier, to which the items on the panel should be requested.
- Line
- Displays the line number of the item on this RFQ.
- Item
- Displays the identity of the item. The field is blank, if the requested item does not exist in the Item file.
- Excl
- If this panel was accessed from the RFQ headers panel, indicates if the RFQ contains items that should not be requested from one, or several, suppliers.
If this panel was accessed from the RFQ suppliers panel, indicates if the item should not be requested from the supplier displayed in the top part of the panel.
- Int txt
- Indicates if there is any internal text connected to the RFQ.
- Ext text
- Indicates if there is any external text connected to the RFQ.
Work with request for quote, RFQ-line (DIR56804)
This panel displays detailed information about the item on the RFQ line.
This panel can be accessed by selecting:
- the Add option on the RFQ lines panel,
or
- the Change option on the RFQ lines panel,
or
- the Display on the RFQ lines panel
If adding an item manually on this RFQ, the item will by default be requested from all suppliers defined in the RFQ. If you do not want to request the item from one, or several supplier(s), the item has to be excluded on the RFQ to that particular supplier.
To exclude items from being requested from a particular supplier, you have to:
- Select the Suppliers option on the RFQ headers panel
- Select the Lines exclusion option on the RFQ suppliers panel
- Select the Exclude item option on the RFQ lines panel
Function keys
| Internal text | Maintain internal text for the RFQ line. Internal text can be useful to make notes about the item on the RFQ. The internal text is not printed on any document. |
| External text | Maintain external text for the RFQ line. External text is printed below the item line on the RFQ document and it will be copied to the purchase order if a purchase order is created from the RFQ. |
- Request for quote
- Displays the number and description of the RFQ.
- Line
- Displays the line number of the item on this RFQ, which cannot be changed. If you are adding an item manually, the line number can either be manually defined or automatically created by the system. If created by the system, the line number will be created in increments of 10.
- Item
- Displays the identity of the item. If you are adding an item manually, you can leave this field blank. This is useful if the item requested does not yet exist in Item file.
If a fictitious item is entered in the Item field, this field can be changed.
- Requested quantity
- Displays the requested quantity, if defined. If you are adding an item manually, this field is optional.
- Unit
- Displays the unit, in which the quantity and prices in the RFQ are expressed. The field is mandatory.
- Req. dispatch date
- Displays the requested dispatch date, i.e. when you want the supplier to send the item from his premises. If adding an item manually, the requested dispatch date is retrieved from the RFQ header, if defined. The field is optional.
The date can be entered in different formats, defined in Work with companies. Valid formats are:
- Year, month, day
- Month, day, year
- Day, month, year
- Warehouse
- Displays to which warehouse the requested item should be sent by the supplier. If adding an item manually, the warehouse is retrieved from the RFQ header, if defined. 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).
- Copied from
- This information is only displayed if the RFQ is copied from a purchase requisition.
- Requisition / line
- Only displayed if the RFQ was copied from a purchase requisition. Displays the number and line number of the purchase requisition that generated the RFQ.