Page History: Creating A Customer Quote/Vendor Bid
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Page Revision: Tue, 13 Oct 2020 11:14
General Description
Default Menu Location: Transaction >> Quotes >> Customer Quotes
Screen Name: RFQ
Function: To create customer quotes with the possibility of converting them to a sales order.
Security Tokens
Special 17 - NO CHECK TAXABLE: If checked, the user is prevented from accessing the 'Taxable' checkbox in Line Item Entry.
Special 18 - EDIT PGROUP: If checked, the user is allowed access to edit the Customer Price Group drop down in Line Item Entry.
Step By Step Instructions for Creating a Vendor Bid from a Customer Quote
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 QuoteFor more information on this process, visit:
Update Customer QuoteStep 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)
Security/Screen Options
For more information on converting and generating orders, visit:
Convert Quote and Generate Orders
