Welcome Guest, you are in: <root>AFIweb • Login

Page History: Creating A Customer Quote/Vendor Bid

Compare Page Revisions

42 41 40 39 38 37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0 Current 42 41 40 39 38 37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: Fri, 07 Dec 2012 09:44

Table of Contents [Hide/Show]    General Description    Step By Step Instructions

General Description¶

Default Menu Location: Transaction >> Quotes >> Customer Quotes

Screen Name: RFQ

Function: If a user wants to send out a list of items (for a Sales Order) to vendors for pricing, they can use this method.

Vendor Bids Screen

Step By Step Instructions¶

Step 1: Open Add/Change/Void Customer Quotes screen

Step 2: Fill in Sold To and corresponding info

Step 3: Save and fill in line items

Step 4: Click the Generate Bids Button .

Step 5: In the Generate Vendor Bids Screen, check the boxes for corresponding vendors you would like to send bid to and press GENERATE

Step 6: Once Vendors have responded to the bids with costs/pricing, open the bid back up, and click the Update Bids Button .

Step 7: In the Update Vendor Bids Screen, enter in the costs vendors submitted(double click inside the cost box to edit costs)

Step 8: In the same screen, click Use Lowest Cost (if you want to use this) and click Update Quote

For more information on this process, visit: Update Customer Quote

Step 9: Click Update Bid Button again, select winning bids (in yellow) and press Update Quote again

Step 10: Finally, click the Convert to Order Button (this generates PO’s and SO’s)