RFQ General Section

The General section provides details regarding the vendor and other identifying information. An asterisk (*) indicates a required field.

RFQ Number*

The RFQ Number automatically populates when creating a new RFQ, but it can be manually edited.

Outside Service

A check in this box indicates that you are requesting a quote for an outside service, rather than materials.

Vendor Code*

The vendor code indicates the vendor to whom you are submitting this RFQ.

  • RFQs can be created for multiple vendors of the same part(s)
  • Selecting the vendor code before populating the Line Items grid sets the vendor for the RFQ regardless of who the Primary Vendor is.
  • If a vendor code is left blank, it will be populated automatically with the primary vendor of the part(s) selected so long as they all have the same one.
    • If multiple parts are selected and they have different primary vendors, the vendor code is left blank and will have to be selected by the user.
  • The vendor code can be changed regardless of primary vendor.

Vendor Name

This field automatically populates when a vendor code is selected to identify the vendor by name.

  • This is a reference field and cannot be edited.

Quote Number

If a quote is created upon the return on this RFQ, the quote number shall be entered here.

Ship Via

This field holds information regarding the shipping carrier of the products upon acceptance of the quote.

RFQ Date

This indicates the date that the RQF was issued.

  • It defaults to the current day but can be edited.

Expires On

This indicates the date when the RFQ will expire.

  • It defaults to the current day but can be edited.

 

Back to RFQ Details - User Defined Section Return to Request For Quotation Go to RFQ Details - Line Items Section