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purchasing:maintenance:bidprocessing:requestvendorquote
Request Vendor Quote - REQ3510
Purchasing > Maintenance > Bid Processing > Request Vendor Quote
This page is used to submit a bid to a vendor to solicit a quote. You can only view the bid that you created. However, if the Global Access field is selected on the Maintenance > User Profiles > Purchasing Permissions tab in District Administration, you can view the bids created by all users.
Request a vendor quote:
| Retrieve an existing record. |
Click Retrieve.
If the bid number is not known, click Directory.
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❏ Under Bid Information:
| Field | Description |
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| Bid Nbr | The assigned bid number is displayed. |
| Buyer | The buyer's name is displayed. |
| Payment Terms | Type the allowed payoff period (e.g., Net 30). |
| Request Date | Type the date that you are requesting the bid in the MMDDYYY format. Or, select a date from the calendar. |
| Date Open | Type the beginning date for the bid in the MMDDYYYY format. Or, select a date from the calendar. In the blank field, type the begin time in the HH MM format. |
| Date Close | Type the ending date for the bid in the MMDDYYYY format. Or, select a date from the calendar. In the blank field, type the begin time in the HH MM format. |
| Ship To | The ship-to address is displayed. |
| Freight Term | The freight term is displayed. |
| Reference | The bid reference description is displayed. |
❏ Under Bid Items, the requisition line item details are displayed.
| Note | Click to view notes. The notes pop-up window is displayed with any existing notes. Click OK to close the pop-up window. |
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❏ Under Vendor Information:
| Assign Vendor Directory |
Click to select the vendors to be solicited. The Assign Vendor Directory is displayed. Only vendors with the Bid Eligible field selected on the Finance > Maintenance > Vendor Information > Vendor Name/Address tab are displayed.
To search for a specific item, type data in one or more of the search fields.
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Click to delete a vendor name from the bid. The vendor name is highlighted red to indicate that it will be deleted upon saving the record. |
❏ Click Save to save the vendor quote request. The bid status is changed to Q - Saved.
❏ Click Submit to submit all of the bid line items to each selected vendor. The bid is transferred to the Vendor Response page.
Note: You must print or email the Reports > Bid Processing Reports > Request for Quotation Report (REQ2000) before you can retrieve a bid or enter a vendor response on the Vendor Response page.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
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| Comment |
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| Click to print the bid details. Review the report. | |
| Return |
Click to return the bid to the Create/Modify Bid page. |
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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purchasing/maintenance/bidprocessing/requestvendorquote.txt · Last modified: 2021/04/19 18:13 by emoreno
Click to view or add comments to the bid. The comments are strictly for bid purposes and are not displayed on the purchase order. If comments exist, a paperclip icon is displayed on the Comment button.
Click OK to save the comment and close the window.
Click Cancel to close the window without saving the comment.