Vendor’s Quote - BQUPVQ
The Bid/Quote Management (BQ) Vendor's Quote (BQUPVQ) page is used to record phone quotes and other types of quotes that are of an informal nature. There may be multiple occurrences of this page for each quote number. After all quotes have been entered, you may browse by price in ascending order and award to the lowest priced, best solution. By checking the Award box for the vendor selected, the system will update the corresponding purchase request with the new information. It will also uncheck the Award field for all other vendors with this quote number. This is a stand-alone page.
Quote Number: Enter a unique, user or vendor, assigned number. Use Ctrl+T to give an automatic sequential number if NU Common Codes, with a Category/Value of SYNO/BMSEEDis defined.
Status: This field notes the status of the quote (e.g., OPEN, CLOSE, etc.).
Good Thru: A date field that denotes the date the quote is good through.
Good For Days: The number of days for which the quote is good.
Description: A short description of the quote defined by the user.
Buyer: Validated against BusinessPlus Person/Entity (PE) database, defined in PE Information (PEUPPE). Buyer name displays next to the Buyer.
Purchase Req: Upon entry of PR #, the system validates the entry against the open purchase request in the BusinessPlus purchasing management system (PO).
Manually Modify PR: Check this box if you would like to manually update the PR with the quote information. If this box is left unchecked, the following updates will be made to the associated PR record: PEID will be set to the Vendor ID, Require Date to Delivery Date, and Buyer to the current user ID. The associated PR item will also be updated with the units of measure and the unit price from the current quote.
Vendor ID: Validated against BusinessPlus PE database. Vendor name displays next to the ID.
Address Code: Address Code to use for this vendor.
Contact Phone: The phone number of the contact will echo from the entries in the PE database.
Contact Name: The name of the contact at the vendor's location will echo from the entries in the PE database.
Quantity in Inventory: The amount of inventory on hand will automatically appear.
Auto Create Items: If this field is checked, the system will add all items associated with the purchase request to this page.
Use Alternate Item Description: If checked, the vendor item and vendor item description is an alternate item. This field must be set for the product description to be inserted into the item text area.
Item #: Choose an item associated with the selected PR. Upon entry of a line #, the system will verify that the line exists on the above referenced PR within the BusinessPlus Purchasing system. The item description will be pulled in from the Purchasing system and displayed in the following "Item Description" field.
Item Description: Display only field based upon the referenced PR # and line number.
Unit Price: The price per unit of the item being quoted.
Qty: The quantity or number of items quoted. Tab out of the Product Code field and the quantity will be added to the current quantity in the warehouse, then the maximum quantity allowed in stores inventory will be checked.
Product Code: The vendor's product number. Enter the Ctrl+L combination, or click the ellipsis, to view the Lookup. Codes entered are validated against the product codes in the PE database. Tab out of the product code field and the current quantity from stores inventory will be displayed next to the ITEM field. Min and Max order limits will also be checked. The current inventory balance in stores inventory will be displayed next to the item number. Total is from all warehouses.
Product Description: Display field, defaults to product description. User may override this description. It will be inserted into the text area of the purchase request item number, with the line number of "02", (only if 02 does not already exist).
Units: Upon data entry, validated against the unit types created in purchasing (PO).
Delivery Date: The delivery date of the item.
Delivery in Days: The number of days until delivery.
Responded: If checked, the vendor has responded.
Award Item: Vendor award flag. If checked, purchasing will be updated with all items associated with this vendor/purchase request. Other entries will be flagged as "not awarded".
Comments Tab: Enter any miscellaneous notes related to this quote. Use <Enter> key to insert a line break. Use <Shift> <Enter> keys to save entered text.