Quote Tab
The
ability to initiate a quote is available only to those in the KFS-PURAP
Purchasing Processor role.
The initiate a quote process allows purchasing to competitively bid the PO and collect information about the vendors to which a request for quote will be sent. After the vendors have had an opportunity to review the details of the request and submit their bids, a Purchasing Department staff member returns to this tab and identifies the winning bid or quote. At that time, the PO approval process continues.
Quote tab field definitions
|
Title |
Description |
|
Address 1 |
Required. Enter the first line of the address for the selected vendor. |
|
Address 2 |
Optional. Enter the second line of the address for the selected vendor. |
|
Attention |
Optional. Enter the name of the individual or department to which the PO should be sent. |
|
City |
Required. Enter the city associated with this vendor address. |
|
Country |
Required. Select a country from the Country list. |
|
Notes to Vendor |
Required. Enter information the vendor needs in order to quote. |
|
Postal Code |
Required. Enter the postal code for this address. This entry may be required under certain circumstances (such as when entering a US address). |
|
Quote Due Date |
Required. Enter the date on which the quote is due. Defaults to ten days from the current date. |
|
Quote Init Date |
Display-only. Defaults to the current date. |
|
Quote Type Code |
Required. Select the quote type from the list. |
|
State |
Required. Select the state from the State list. This entry may be required under certain circumstances (such as when entering a US address). |
|
Vendor number |
Display-only. The system generated identifying number assigned to this vendor. |
|
Vendor Fax Number |
Optional. Enter the selected vendor's fax number. |
|
Vendor Name |
Required. Enter the vendor name associated with this quote or use the Vendor lookup to search for a vendor. |
|
Vendor Phone Number |
Optional. Enter the selected vendor's phone number. |
Initiating a Quote