Vendors |
The Vendors tab enables you to identify vendors that could potentially fulfill a request for a line item and send them a copy of the request. The vendor's responses can be modified on the Data -> Enterprise Purchasing -> Responses to RFB/Q/P screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on request ID, location, vendor, status, purchase type, approval, date information (e.g., requested, needed, awarded), part ID/suffix, buyer, and equipment ID, among other values.
Note: Unless you specify a header status, filtering on equipment ID returns all items in all statuses that apply to that ID.
Location level security applies to this tab; go to location level control for more information.
The field in the top section of the Vendors tab is display only from the Basic Info tab.
Request ID
Identifier of the request either being defined or that is currently selected in the grid. The request description displays to the right of the ID.
Data in the fields in the bottom section of this tab enable you to send a request for bid/quote/proposal to a vendor and record the details.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Vendor ID
Valid identifier of the vendor associated with the request for bid/quote/proposal. This field has a list box. This field is required.
Note: You may not change the ID once a response has been generated.
Vendor name
Vendor name associated with the vendor ID. This field is display only.
Status
Status of the vendor. This field has a list box. This field is optional.
Date sent
Date in MM/DD/YYYY format the request was sent to the vendor. This field is optional.
Date received
Date in MM/DD/YYYY format the vendor's response was received. This field is optional.
Generate response
If this field has a check, the following actions occur:
New response ID is generated using the vendor specified for the line item.
All OPEN items on the Line Items tab are added to the new response ID.
All related work orders, attributes, and files are added to the new response ID.
Response ID (RSP_RSP_ID) is added to the RFX_VENDLIST table.
Note: You may not change this option once a response has been generated for the line.
Response ID
System-generated identifier for the response. This field is display only.
Comments
Free-form text field in which you can record comments regarding the request for bid/quote/proposal or vendor. The maximum field length is 100 characters.