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warehouse:maintenance:bidprocessing:requestvendorquote

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warehouse:maintenance:bidprocessing:requestvendorquote [2017/06/05 20:05] – created emorenowarehouse:maintenance:bidprocessing:requestvendorquote [2021/05/28 16:30] (current) – emoreno
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 //**Warehouse > Maintenance > Bid Processing > Request Vendor Quote**// //**Warehouse > Maintenance > Bid Processing > Request Vendor Quote**//
  
-<WRAP round intro>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.+<WRAP round intro>This page is used to submit a bid to a vendor to solicit a quote.  
 + 
 +All users with **Global Access** selected on the Maintenance > User Profiles > Permissions tab in District Administration can create bids and view existing bids. 
 </WRAP> </WRAP>
  
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 ====Request a vendor quote:==== ====Request a vendor quote:====
  
-^Retrieve an existing record.|++Search for a record.|{{page>general:purchasing:retrieve_bid}}++|+^Retrieve an existing record|{{page>general:purchasing:retrieve_bid}}|
  
-Click **Add Bid** to create a bid.  
  
-Under **Bid Information**:+VCV Under **Bid Information**: 
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Bid Nbr|AUTO is displayed indicating that the **Auto Assign Bid Number** field is selected on the Options > Purchasing Options > Current Year tab in District Administration. The bid number is automatically populated with the next available bid number when the bid is saved.| +^Bid Nbr|The assigned bid number is displayed.| 
-^Buyer|The logged-on user's name is displayed.|+^Buyer|The buyer's name is displayed.|
 ^Payment Terms|Type the allowed payoff period (e.g., Net 30).| ^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.| ^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 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.| ^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|Press the SPACEBAR to view and select a shipping address from the drop-down list. The shipping addresses are populated from the Tables > Receiving Addresses page in District Administration.| +^Ship To|The ship to address is displayed.| 
-^Reference|Type the bid description.|+^Freight Term|The freight term is displayed.| 
 +^Reference|The bid reference description is displayed.| 
 + 
 + 
 +VCV Under **Bid Items**, the inventory bid line item details are displayed.
  
-Under **Bid Items**, the [[purchasing:maintenance:createmodifyrequisition|requisition ]]line item details are displayed. 
 ^Note|Click to view or add bid notes. If notes exist, a paperclip icon is displayed on the **Note** button.| ^Note|Click to view or add bid notes. If notes exist, a paperclip icon is displayed on the **Note** button.|
  
-Under **Vendor Information**:+VCV Under **Vendor Information**: 
 ^Assign Vendor Directory|{{page>general:assign_vendor_directory}}| ^Assign Vendor Directory|{{page>general:assign_vendor_directory}}|
-^{{:images:trash_delete.gif|}}|{{page>general:trashcan_vendor_information}}|+^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:trashcan_vendor_information}}|
  
  
-^Save|{{page>general:purchasing_save_vendor_quote}}| +{{page>general:warehouse_save_vendor_quote}}
-^Submit|{{page>general:purchasing_submit_vendor_quote}}|+
  
 +{{page>general:warehouse_submit_vendor_quote}}
  
  
-====Other functions and features:==== 
  
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++| +====Other functions and features:====
-^Comment|++Add comments to the bid.|{{page>general:purchasing_bid_requisition_comments}}++| +
-^Print|++Print the bid details.|{{page>general:printreport}}++| +
-^Return|++Return the bid.|{{page>general:return_vendor_quote}}++| +
-^{{:images:trash_delete.gif?15}}|++Delete a row.|{{page>general:deletearow}}++|+
  
 +^Retrieve|{{page>general:retrieve}}|
 +^Comment|{{page>general:purchasing_bid_requisition_comments}}|
 +^Print|Click to print the report. [[general:printreport|Review the report.]]|
 +^Return|{{page>general:return_vendor_quote}}|
 +^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
  
  
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 +{{indexmenu_n>10}}
  
  
warehouse/maintenance/bidprocessing/requestvendorquote.1496693141.txt.gz · Last modified: 2017/06/05 15:05 (external edit)

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