RFQ - Request For Quote

RFQ

SPM documentation - January 12th 2010 – Written by Rémi Equoy

Introduction

An RFQ enables to create a Request For Quote to one or many vendors.

When vendor reply back, the price, the lead time, the MOQ can be typed in the RFQ and the PN's price list will be updated for this vendor.

RFQ can be transformed into a PO to order parts.

Master and Vendor(s) tabs

Master and vendors tab

The Master tab enables to add PN in the RFQ. Then, with the push-down menu, Add vendor will enable to add sub line for each vendor. For each vendor added, a new vendor tab will be added. Each vendor display his own list on PN.

RFQ Main information

In a vendor tab the main information is :

The RFQ # is defined automatically by using the document default format. You can select another the format or reuse an unused number by pushing the button "...".

The Vendor can be typed or you can obtain a list of customer by double clicking. The vendor have to be created before creating the Request For Quote.

The Site is the owed site (or outlet).

The Date is the creation day date.

The Priority level can be choose among Routine, Expedite, Critical or A.O.G. .

The Vendor's reference field enables user to type the vendor order reference if there is one.

The User is the first name and surname of the user who have created the quote.

The Deadline is a date filled by the user representing the deadline.

The Folder enables to attach or to class the quote in a folder. (see General Data/Misclaneous/folders to create a new folder)

Contact and address

Once a vendor have been selected, a new tab with the default contact and the default address filled automatically.

The user can change the contact list by adding (or deleting) contact coming from the vendor ref card.

The address can be changed by selecting another site (if available in the vendor ref card).

For more information see Vendor topic.

PN tab

The PN grid list the PN which have been (or which will be) added to a RFQ.

Items or PN have to be added in two steps:

Add a PN base line.
Add a vendor for the PN.

The following push-down menu are available in the Master tab:

View / PN : This command enables user to open the PN form (see Part Number)
View / PO : This command opens a Purchase Order if the RFQ have been changed to PO.
Add : This command opens the complete PN list and allows to search and add existing PN.
Remove : This command enables to remove one vendor line or all lines of a part number if the right click have been done on a main line.
Add a vendor : This command allows to add a new vendor for the PN. If this vendor is added for the first time in this RFQ, a new vendor tab will be added too.
Copy PN : This command copies the Part Number reference into the clipboard.

PN columns :

Selection (check box) : Only ticked lines are assumed to be valid and only those one will be printed.
PN : This column unfolds Description, Type of alternate PN and the characteristics columns if the list of Part Number have characteristics.
CD : Condition - This information comes from the line selected in the PN infos form (see PN infos).
Qty : Quantity of items ordered.
Vendor : This column can be unfold to type the vendor's quote.
UOM : This column show the Unit Of Measure of the PN (see UOM)
Unit price : This is the unit purchase price.
MOQ : Minimum Order Quantity.
Price break : Gives the range.
Lead Time : Vendor lead time.
Misc. cost : Miscellaneous cost.
Certif. : Expected certificate given with the part (see Certificate).

Comment tab

The Comment tab enables to add a comment into each selected lines :

Furthermore this enable to select by ticking information to be included with the comment into the report :

Use [CTRL] with the left click to automatically tick all check boxes of one column.

Status

The status describe the state of the Request For Quote.