Requests for Bid/Quote/Proposal |
Many organizations require a formal bid or quote process from multiple vendors, especially for higher value requests. The request may include a combination of stock or non-stock parts, services, or fees. You may begin the process from a requisition or create a request manually. The Requests for Bid/Quote/Proposal screen enables you to view, update, and insert requests for bid, quote, or proposal. You can follow your internal purchasing rules of sending a project or purchase out for vendor bid prior to creating a purchase order from a requisition (request) or response to a request for bid/quote/proposal.
The screen also enables you to enter line items and then associate related work orders, direct issues, attributes, and files with the request. Line items may include, but are not limited to, parts, fees, and commercial work.
Location-level security applies to this screen; go to location level control for more information.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Assign an ID to a request for bid/quote/proposal and provide details about it, such as requesting location, applicable vendor, and dates and times
Identify employee IDs and other information associated with a request for bid/quote/proposal
Free-form text comments regarding the request for bid/quote/proposal
List of every item being purchased (e.g., parts, office supplies, shipping fees, service charges)
Send a request to a vendor for bid or quote
Associate specific line item costs with specific work orders
User-entered notes regarding the request for bid/quote/proposal or individual line items
Attributes associated with the request for bid/quote/proposal or individual line items
Files associated with the request for bid/quote/proposal or individual line items
Concise display of all details regarding the request for bid/quote/proposal and the individual line items