List of Vendors

RFQ_VNDR

Purchasing, Request for Quotes, Manage Vendor Quote Group, List of Vendors

Select vendors from the Vendor table to add to a vendor quote group.

Vendor Lookup

VENDOR_LOOKUP_WRK

Click the Vendor Lookup button on the List of Vendors page.

Search for vendors.

Vendor Select by SIC (vendor select by standard industrial classification)

RFQ_VNDR_SELECT

Click the Vendor Select by SIC (vendor select by standard industrial classification) link on the List of Vendors page.

Search for vendors to add to a vendor quote group by using SICs as selection criteria.

Request Quotes

RFQ_HDR

Purchasing, Request for Quotes, Add/Update RFQs, Request Quotes

Create an RFQ.

Dispatch Options

RFQ_DISP_OPTIONS

Click the Dispatch button on the Request Quotes page.

Enter dispatch options for the RFQ to dispatch it to the vendor.

This page becomes available when you select a vendor on the RFQ Dispatch Vendor List page and click the To Dispatch check box for the vendor.

Item Description

RFQ_ITEM_DESCR, RFQ_ITEM_3_DESCR

• Click the Description button on the Request Quotes page.

• Click the Item Description link on the Item Description page.

  The item description link comprises the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.

Enter and view descriptions for a specific item.

Enter Copy Criteria

RFQ_HDR_COPY

Click the Copy From link on the Request Quotes page.

Copy lines from another RFQ or a requisitions.

This page is accessible only when you are in Add mode on the Request Quotes page.

Select lines to copy

RFQ_FROM_RFQ_COPY

Click the OK button on the Enter Copy Criteria page.

Select specific lines to copy to the RFQ from the requisitions or RFQs that you selected on the Enter Copy Criteria page.

To access this page, you must clear the Copy all Req/RFQ lines (copy all requisitions/RFQ lines) check box on the Enter Copy Criteria page.

RFQ Dispatch History

RFQ_DISP_DSPLY

Click the Dispatch History link on the Request Quotes page.

View the vendor location, date, and time that the RFQ was dispatched.

Order By Catalog

ORD_BY_ITEM_CAT

Click the Catalog link on the Request Quotes page.

Search for and select items to order from a catalog.

RFQ Currency Information

EXCH_RT_DTL_INQ

Click the Exchange Rate link on the Request Quotes page.

View the rules used to calculate exchange rates for the transaction.

RFQ Header Details

RFQ_HDR_SEC

Click the Header Details link on the Request Quotes page.

Enter additional header information for the RFQ.

RFQ Dispatch Vendor List

RFQ_DISPATCH_SEC

Click the Dispatch Vendor List link on the Request Quotes page.

Select the vendors to whom you want to send the RFQ.

Select RFQ Lines For Vendor

RFQ_VNDR_LN_SEC

Click the Dispatch Lines link on the RFQ Dispatch Vendor List page.

Specify the lines to send to a vendor.

Vendor Details

RFQ_VNDR_ADDR_SEC

Click the Vendor Details link on the RFQ Dispatch Vendor List page.

View vendor contact information.

Address

RFQ_VNDR_ADDR_SEC

Click the Address link on the Vendor Details page.

The exact page name is determined by selections that you make on the Vendor Details page.

View the vendor address based on send to, contact, or sales contact information.

Phone

VNDR_PHONE_SEC

Click the Phone Information link on the Vendor Details page.

The exact page name is determined by selections that you make on the Vendor Details page.

View the vendor phone information based on send to, contact, or sales contact information.

Vendor Search

VENDOR_LOOKUP_SEC

Click the Vendor Lookup link on the RFQ Dispatch Vendor List page.

Search for vendors.

RFQ Header Comments

RFQ_HDR_COMM_SEC

Click the Header Comments link on the Request Quotes page.

Enter comments for a transaction. You can enter a unique comment or select from predefined standard comments.

Email Message

WV_PE_EMAIL_SP

Click the Send Email link on the Request Quotes page.

Send an email to someone regarding the quote. This email includes links to take a supplier to the Request for Quotes List page (if the installation includes PeopleSoft eSupplier Connection) or links to take the email recipient to the Request for Quotes or the Maintain Responses page.

Item Supply Vendor List

RFQ_VND_ITEM_SEC

Click the Item Vendors link on the Request Quotes page.

Search for the vendors defined as suppliers of a particular RFQ line item. Select the vendors that you want to add to the vendors available on the Dispatch Vendor List page.

RFQ Line Comments

RFQ_HDR_COMM_SEC

Click the Line Comments button on the Request Quotes page.

Enter comments for a transaction. You can enter a unique comment or select from predefined standard comments.

Category Search

CAT_SEARCH_SEC

Select the 1 - Category Search option from the More drop-down list box on the Request Quotes page.

When entering an ad hoc item, search for and select an appropriate category ID for the item. A category hierarchy tree is used to search for the category ID.

View Category Hierarchy

CAT_PARENTAGE_SEC

Select the 2 - Hierarchy option from the More drop-down list box on the Request Quotes page.

View information about where a category resides in the catalog tree hierarchy.

RFQ Activities

RFQ_ACTIVITY_SEC

Select the 3 - Activities option from the More drop-down list box on the Request Quotes page.

Enter and track activities associated with a particular transaction. Keep activity comments organized by logging the due date and selecting the Done check box.

RFQ DOC Status (request for quote document status)

PRCR_DOCSTAT_INQ

Select the 4 - Document Status option in the More drop-down list box on the Request Quotes page.

Purchasing, Requests for Quotes, Review RFQ Information, Document Status, RFQ DOC Status

Access and review information about procurement documents associated with an RFQ.

Item

Select an item ID. If you used the order function from the catalog or the Select Lines to Copy page from the Enter Copy Criteria page, a value already appears.

If the RFQ line is associated with a requisition line that has one or more distributions that are being pegged, then the Item field is not available.

Category

Select a category. If you selected an item ID, the category appears by default from the Purchasing Attributes page.

Price

Enter the cost that you want quoted. The default for this field is based on the value defined for the item.

Due Date

Displays the default value of the current system date, plus the number of lead-time days, but you can override it by entering the date by which you actually need the item.

Physical Nature

Select to indicate if the object is a physical good or service.

Where Performed

Select to indicate the location where the service is most often performed. Values are:

• Buyer's: Select if the service was physically performed at the buyer location.

• Ship From: Select if the service was physically performed at the bill from location.

• Ship To: Select if the service was physically performed at the bill to location.

• Supplier's: Select if the service was physically performed at the supplier location.

Note. The Physical Nature and Where Performed fields are used as part of the purchasing defaulting hierarchy. The Where Perform field is available when the value in the Physical Nature field is Service. These fields default onto requisition, purchase orders, contract, and RFQ lines. These fields also impact the VAT treatment determination.

Device Tracking

Indicates whether a line contains a device-tracked item.

Terms

Displays payment terms expected for the vouchers that correspond to any purchase orders generated from this RFQ.

Currency

Displays the currency for the entire RFQ. When you analyze the responses, they can all be converted to this currency. The corresponding rate type displays next to the currency. This rate type is used for currency conversions when processing the RFQ responses.

Copy From

Select the type of document from which you want to copy information to the RFQ. The fields that appear in the Copy Criteria group box depend on the value that you select here. Values are:

Request For Quotes: Select to copy lines from RFQs. When you select this value, the only available field in the Copy Criteria group box is RFQ ID.

Requisitions: Select to copy lines from requisitions. You can copy requisition information to an RFQ provided that the following are true:

• The requisition status is Approved.

• The requisition is not on hold.

• The requisition is not involved in another sourcing process.

• If the business unit requires budget checking, the requisition must already be budget checked.

Note. Amount only requisition lines on a requisition will not be copied to an RFQ.

When copying from multiple requisitions or RFQs all active header comments will be copied to the new RFQ.

If you copy an RFQ that originated as a requisition, PeopleSoft Purchasing updates the source status on the requisition line to In Progress, and the requisition cannot be sourced or modified.

The requisition open amounts and quantities are updated when the RFQ is awarded to the purchase order or contract.

The requisition's associated PeopleSoft Maintenance Management work order information and pegging information is passed to the purchase order when the RFQ is awarded to a purchase order.

If you cancel an RFQ copied from a requisition, the system sets the open quantity and amount to the original values.

Business Unit

Displays the business unit from the RFQ. The system uses this business unit to search for eligible documents.

Select Req Lines (select requisition lines)

Select the types of requisition lines to retrieve to the Select Lines to Copy page, where you can select the lines that you want to copy to the RFQ. Values are:

• RFQ Not Required: Select to retrieve requisition lines for which RFQs are not required.

• RFQ Required: Select to retrieve requisition lines for which RFQs are required.

• Req Lines (requisition lines): Select to retrieve any eligible requisition lines.

Copy Method

Determines the method by which lines that you select on the Select Lines to Copy page are copied to the RFQ.

When you copy to the first RFQ line, the only available value is Override Existing RFQ. When you copy to subsequent lines, you can select this option to have the current copy selection override all existing RFQ lines.

When you copy to subsequent lines, you can select the Append to Existing RFQ value to add the current copy selection to the existing RFQ.

Exclude Auto Source Item

Select this check box to exclude lines that contain items marked for automatic sourcing.

Include Inventory Items

Select this check box to include only lines that contain inventory items.

Stockless Item

Select this check box to retrieve only stockless items, which are items from par replenishment.

Include Reqs With No Vendor (include requisitions with no vendor)

Select this check box to include requisitions with no vendors.

Copy all Req/RFQ lines (copy all requisitions/RFQ lines)

Select this check box to have the system copy all the requisition or RFQ lines to the new RFQ. If you select this check box, you must specify a requisition or RFQ ID in the Copy Criteria group box. If you leave this check box clear, you can select the lines that you want from the Select Lines to Copy page.

OK

If you do not select the Copy all Req/RFQ lines check box, click this button to access the Select Lines to Copy page, where you can view and select lines to copy to the RFQ.

Quote Group ID

Select a vendor quote group ID to make the group the dispatch vendor list for the RFQ. You can add or delete vendors from the list on this page without affecting the original group from which you loaded them. Alternatively, you can create a vendor list by adding vendors directly to the Vendors group box.

Sel (select)

Select the vendor for which you want to view information on the pages accessible from this page.

To Dispatch

Select this check box for the vendor that you want to dispatch the RFQ to. You can select this check box to dispatch to one vendor at a time.

Method

Select the RFQ dispatch method. Values are:

EDX: Select to dispatch by using any EDX method.

Email: Select to dispatch by email. You must have a valid email address set up for the vendor to use this option. Set the vendor email address on the Vendor Information - Address page.

Note. When PeopleSoft eSupplier Connection is installed, the email includes a URL that enables suppliers to review and respond to the RFQ by using a standard web browser.

Fax: Select to dispatch by fax.

Phone: Select to dispatch by phone.

Print: Select to dispatch by print.

Test Dispatch

Select this check box to test the dispatch but not actually dispatch the RFQ to the vendor.

Print Copy

Select this check box to print a copy of the dispatch. Use this check box if the dispatch method is something other than print and you need a hard copy for your files.

Print Duplicate

Select this check box to print the word “Duplicate” in the header section of the RFQ printout.

Fax Cover Page

If the dispatch method is fax, enter the location of the fax cover page file.

Server Name

Select the name of the server on which you want this print request to be queued and processed.

Output Destination Type

Specify the destination to which you want the RFQ dispatched: FILE, PRINTER, or WEB.

Output Destination Format

Select the format of the dispatch file. Select the appropriate format based on how you want to send the file to the vendor. Values are:

CSV: Comma delimited (*.csv).

HP: HP format (*.lis).

HTM: HTML documents (*.htm).

LP: Line printer format (*.lis).

PDF: Acrobat (*.pdf).

PS: Postscript (*.lis).

SPF: SQRiBE Portable Format (*.scb).

OK

Click this button to dispatch the RFQ. The system uses the dispatch method set up on the RFQ Dispatch Vendor List page.

Fax Dir (fax directory)

If the RFQ was dispatched by fax, the system displays the directory in which the fax file created by the dispatch process was saved.

File Name

Displays the file name assigned to the fax file created by the dispatch process.

RFQ Dispatch & Email multiprocess job (RFQDISP)

Select to run the RFQ Dispatch/Print SQR process (PORFQ01) and then the Email Application Engine process (PO_RFQ_EMAIL).

RFQ Dispatch/Print SQR Report process (PORFQ01)

Select to run only the RFQ Dispatch/Print process.

Email Application Engine process (PO_RFQ_EMAIL)

Select to run only the Email process.

Dispatch Quote Forms

RUN_PORFQ01

Purchasing, Request for Quotes, Dispatch Quotes, Dispatch Quote Forms

Define selection criteria and run the RFQ Dispatch/Print process, the Email process, or the RFQ Dispatch & Email multiprocess job.

Fax Cover Page

Select the cover sheet to use for RFQs dispatched by fax in the same run of the process.

Test Dispatch

Select to do a test dispatch and run the RFQ Dispatch/Print process. If you select this check box, the process runs as usual, but the RFQs are not dispatched and their statuses are not updated.

Print Duplicate

Select to print the word Duplicate in the header section of the RFQ printout.

Print Copy

Select to produce a printed copy of each RFQ processed. If any of the purchase orders processed are by phone, fax, email, or EDX, the system prints a hard copy for review.

Number of Copies

If you select to print a copy, enter the number of copies that you want to print.

Load Responses

RUN_RFQ_RESPONSE

Purchasing, Request for Quotes, Load Responses

Run the Load Inbound RFQ Responses process.

Request Quotes

RFQ_HDR

Purchasing, Request for Quotes, Add/Update RFQs, Request Quotes

Create an RFQ.

Publish Outbound Message

IN_RUN_PUB_MSG

SCM Integrations, Publish Outbound Message

Initiate the outbound message publish process for outbound PeopleSoft SCM service operations.

RFQ Message Selection Criteria

PO_RUN_RFQ

Select Request for Quotation on the Publish Outbound Message page to enable the Request for Quotation link. Click the Request for Quotation link to launch the RFQ Message Selection Criteria page.

Launch the Request for Quotation outbound transaction.

Selection Type

Select Select Ven (select vendors) to deliver staged RFQs based on the vendors invited. Select Select BU(select business unit) to deliver staged RFQs based on the business units from which the RFQ originated.

BU Sel Type(business unit selection type)

Select 1 Bus Unit to process RFQs that originated from a specific business unit. Select All BUs (all business units) to process all RFQs originating from all business units. This field is available for entry only when you select Select BU in the Selection Type field.

Business Unit

Select a business unit. This field is available for entry only when you select 1 Bus Unit in the BU Sel Type field.

Vendor Selection Type

Select All Vendor to process all RFQs designated for deliver to all vendors. Select 1 Vendor to process RFQs designated for deliver to a specific vendor. This field is available for entry only when you select Select Ven in the Selection Type field.

Vendor SetID

Select a valid vendor setID. This field is available for entry and required only when you select I Vendor in the Vendor Selection Type field.

Vendor ID

Select a valid vendor ID. This field is available for entry and required only when you select 1 Vendor in the Vendor Selection Type field.

Location

Select a valid vendor location code. This field is available for entry only when you select 1 Vendor in the Vendor Selection Type field.

Load Responses

RUN_RFQ_RESPONSE

Purchasing, Request for Quotes, Load Responses

Run the Load Inbound RFQ Responses process.

Data Collection Setup

BCT_SETUP_FS

SCM Integrations, Setup, Data Collection, Data Collection Setup

Set the option to keep transaction log history for electronic data collection transactions and to set the default file suffix.

Data Def Maint (data definition maintenance)

EO_EIP_CTL_MAINT

SCM Integrations, Transaction Error Handling, Maintain Data Definitions, Data Def Maint

View data detail or correct errors for subscribe messages that contain data rather than transactions.

Response Errors

RFQ_RESP_ERROR

Purchasing, Request for Quotes, Resolve Load Errors, Response Errors

Resolve vendor response errors and mark corrected responses for reprocessing.

Item Description

RFQ_ITEM_1_DESCR

Click the Item Description link on the Response Errors page.

The item description link comprises the first 30 characters of the item’s description in the Transaction Item Description text box on the Item Description page.

View descriptions for a specific item.

Header Errors

RFQ_RESP_HDR_ERR

Click the Header Errors link on the Response Errors page.

View messages that describe header-level errors found in RFQ responses.

Line Errors

RFQ_RESP_ERR_MSG

Click the Line Errors link on the Response Errors page.

View messages that describe line-level errors found in RFQ responses.

Reprocess RFQ Response

Select this check box to enable the Load Inbound RFQ Responses process to reprocess the corrected RFQ responses.

RFQ ID

Select the RFQ ID number.

Vendor ID

Select the ID number of the vendor.

Terms

Select payment terms agreed upon.

Currency

Select the currency that the vendor response is in.

Date Time Responded

Displays the date and time that the vendor responded. This value appears by default from the Enter Responses - RFQ Response page.

UOM (unit of measurement)

Displays the unit of measurement that the vendor plans to use.

Quantity

Displays the amount that you requested.

Min Qty (minimum quantity)

Displays the minimum amount that you can order from this vendor.

RFQ Price

Displays the cost that the vendor will charge for this item.

Ship Via

Displays the shipping method that the vendor plans to use.

Freight Trm (freight term)

Displays the agreed upon freight terms for this item.

Maintain Responses

RFQ_RESPONSE_LN

Purchasing, Request for Quotes, Add/Update Vendor Responses, Maintain Responses

Enter responses from vendors into the database for analysis, or if the installation includes PeopleSoft eSupplier Connection, view and edit vendor-entered responses.

Once an RFQ has been awarded, the fields on this page are no longer available for entry.

Item Description

RFQ_ITEM_2_DESCR

Click the Description button on the Maintain Responses page.

View descriptions for a specific item.

RFQ DOC Status (request for quote document status)

PRCR_DOCSTAT_INQ

Click the Document Status link on the Maintain Responses page.

Access and review information about procurement documents associated with an RFQ.

RFQ Currency Information

EXCH_RT_DTL_INQ

Click the Exchange Rate link on the Maintain Responses page.

View the rules used to calculate exchange rates for the transaction.

Response Header Details

RFQ_RESP_HDR_SEC

Click the Response Header Details link on the Maintain Responses page.

View vendor response method and contact information.

Address

RFQ_RESP_ADDR_SEC

Click the Billing Address or Address links on the Response Header Details page.

View address details for the location relevant to the link selected.

Response Comments

RFQ_RESP_CMT_SEC

Click the Response Comments link on the Maintain Responses page.

Enter response comments for the RFQ.

The comments that you enter here can also be viewed on the Response Comments page accessed from the Response by Vendor page.

Email Message

WV_PE_EMAIL_SP

Click the Send Email link on the Maintain Responses page.

Send an email to someone regarding the quote. This email includes links that can take suppliers to the Request for Quotes List page (if the installation includes PeopleSoft eSupplier Connection) or links that can take email recipients to the Request Quotes page or the Maintain Responses page.

Terms

Displays payment terms of the vendor response.

Currency

Displays the currency of the vendor response.

Rspnded (responded)

Select to indicate that the vendor has responded and that the RFQ is ready to be awarded. You can respond to individual lines by selecting the Rspnded check box directly or you can respond to all lines or clear all lines by using the Select All or Clear All buttons. This check box is unavailable when the RFQ is awarded.

Note. If the installation includes PeopleSoft eSupplier Connection, suppliers can enter their own RFQ responses directly into the PeopleSoft system. When a supplier submits an RFQ response, the system automatically selects this check box and displays the Supplier History button.

You can also reopen the line for a new vendor response by clearing the Rspnded check box and clicking Save. You can also change the Quantity, Price, or Due Date values, but must clear the Rspnded check box to change the RFQ status to New, and make it available for further vendor response from within PeopleSoft eSupplier Connection.

When communicating with a vendor in this scenario, it is suggested that you generate an email by using the Send Email link instead of entering comments by using the Response Comments link. The Response Comments page is intended to enable the buyer to manually enter vendor comments received from another source; they appear as vendor header comments (not buyer comments) on the Request for Quote Response page in PeopleSoft eSupplier Connection.

Req Price (requisition price)

Displays the requisition price for the item. This appears only if the line item was copied from a requisition; otherwise, this field is blank.

Supplier History

Click this button to access the Request for Quote History page in PeopleSoft eSupplier Connection, where you can view the original RFQ details and supplier-entered responses by date time. This button is visible only when PeopleSoft eSupplier Connection is installed and the supplier has submitted an RFQ response directly into the system. This history can be useful when recollecting supplier responses to specific RFQ lines at a particular time.

Response Method

Select the manner in which the response was received: Fax, Phone, Print,and EDX. If the response was sent through EDX, the system completes this field automatically.

Note. The system identifies supplier-entered online RFQ responses from PeopleSoft eSupplier Connection as having a Print response method.

Analyze Quote

RFQ_AWARDS

Purchasing, Request for Quotes, Award Quotes, Analyze Quote

View RFQ lines one at a time, analyze the vendor response, and award quotes to vendors from whom quotes have been entered.

RFQ Currency Information

EXCH_RT_DTL_INQ

Click the Exchange Rate button on the Analyze Quote page.

View the rules used to calculate exchange rates for the transaction.

RFQ DOC Status (request for quote document status)

PRCR_DOCSTAT_INQ

Click the Document Status link on the Analyze Quote page.

Access and review information about procurement documents associated with an RFQ.

Award List of Items to Vendor

Select a value to award the entire RFQ to one vendor.

Qty Award (quantity award)

Enter quantities to award to the vendor. You can award the entire RFQ line quantity to a single vendor or share the line quantity among multiple vendors.

Total Qty Awarded (total quantity awarded)

Displays the total quantity awarded to all vendors.

Order Qty (order quantity)

Displays the total quantity ordered from all vendors.

Minor Ind (minority indicator)

Displays the minority indicator for applicable vendors. This information is supplied by the vendor.

Create PO/Contract (create purchase order/contract)

RFQ_GEN_PO

Purchasing, Request for Quotes, Award Quotes, Create PO/Contract

View the awarded vendors of a specified RFQ and create a purchase order or contract based on the vendor and line item response.

Item Description

RFQ_ITEM_2_DESCR

Click the Description button on the Create PO/Contract page.

View descriptions for a specific item.

RFQ PO Distribution (request for quote purchase order distribution)

RFQ_DISTRIB_SEC

Click the Distribution link on the Create PO/Contract page.

Define multiple distributions for the purchase order schedule that you are creating from the RFQ.

Asset Information

RFQ_DST_AM_SEC

Click the Asset Information link on the RFQ PO Distribution page.

Enter asset information for an eligible item.

Create Form Type

Select a value to create a purchase order or a contract for the lines awarded to a vendor. Values are:

Contracts RFQ/Resp. Currency (contracts RFQ and response currency): Select to create a contract in the response currency and to have an entry in the UOM/Pricing table on the contract for each currency. With this feature, you can select the default price and currency to be used on the contract releases and ultimately the purchase order.

Contracts Response Currency: Select to create a contract in the response currency. The entry in the UOM/Pricing table on the contract appears in the response currency.

Purchase Order: Select to create a purchase order in the response currency.

Note. If the requisition associated with the RFQ has pegging information then you cannot create a contract from the RFQ. For example, if the requisition associated with the RFQ has PeopleSoft Maintenance Management work order information you will not be able to create a contract from the RFQ only a purchase order. The purchase order will contain the pegging information associated with the requisition.

Create

Select this check box to create the contract or purchase order.

PO Type (purchase order type)

Select a purchase order type:

General: Designates a general purchase order.

Kanban: Designates a Kanban purchase order.

Dispatch Method

Select a dispatch method for either the purchase order or contract.

Tax Exempt Flag

Designates whether the purchase order is exempt from sales and use taxes.

Exempt ID

If the Tax Exempt Flag check box is selected, the tax exempt ID appears by default from the business unit if it is set up with tax exempt status. The tax exempt ID prints on the purchase order.

ID

Indicates the ID of the purchase order or contract to be created. If you have autonumbering enabled, the field value is NEXT, and the ID is automatically generated by the system.

Origin

Displays the origin of the purchase order or contract. Origin codes are established on the Origin Codes page and help identify the origins of the transactions.

Ship To

Displays the ship to information defined on the User Preferences - Procurement: Request for Quote Process page. Ship to information assigned to purchase orders usually appears by default from the ship to value entered on the Request Quotes page and the Enter Responses - Maintain Responses page. The ship to address designated on the Maintain Responses page overrides the ship to defined on the Request Quotes page. However, if the ship to value is empty on the Maintain Responses page upon purchase order creation, this ship to value is used.

Location

Displays the user location defined on the User Preferences - Procurement page. Location information assigned to purchase orders usually appears by default from the location value entered on the Request Quotes page.

Match Action

Appears by default from the vendor. If it is not defined there, the value appears by default from the business unit. Values are:

No Match: No match is required.

Standard: Composed of two-way, three-way, and four-way matching, or any matching rules that you have defined.

Match Rule

Select a match rule. Match rules are defined on the Match Rules page and activated on the Match Rule Control page.

Distribute by

Select the method by which you want to allocate or charge the expense account distribution. Select Amt (amount) or Qty (quantity). Inventory items cannot be distributed by amount; you must distribute inventory items by quantity.

IN Unit (inventory business unit)

Displays the PeopleSoft Inventory business unit for the distribution. If the purchase order line is for an inventory item, this field appears by default from the ship to location on the Maintain Purchase Order - Schedules page. If the item is an inventory item and a PeopleSoft Inventory business unit is entered on the first distribution line of the schedule, the due date on the Maintain Purchase Order - Schedules page is validated against the PeopleSoft Inventory business unit closure calendar. This is done to ensure that the PeopleSoft Inventory business unit is open to receive merchandise on that day.

If the RFQ line is associated with a requisition line that has one or more distributions that are pegged, the IN Unit is unavailable for entry.

Percent

Enter the item distribution percent for the line.

All Quotes inquiry

RFQ_BY_VNDR

Purchasing, Request for Quotes, Review RFQ Information, Quotes by Vendor, All Quotes

Inquire on all the RFQs sent to a specific vendor.

Vendor Address

RFQ_VNDR_SEND_SEC

Click the Address link on these pages:

All Quotes inquiry page.

All Vendors inquiry page.

Response By Vendor inquiry page.

View vendor address details based on send to, contact, or sales contact information.

Phone

VNDR_PHONE_SEC

Click the Phone link on these pages:

All Quotes inquiry page.

All Vendors inquiry page.

Response By Vendor inquiry page.

View the vendor phone information based on send to, contact, or sales contact information.

RFQ Dispatch History

RFQ_DISP_DSPLY

Click the Dispatch History link on these pages:

All Quotes inquiry page.

All Vendors inquiry page.

View the vendor location, date, and time that the RFQ was dispatched.

Last Updated

RFQ_LAST_UPDT_SEC

Click the Last Updated link on the following pages:

All Quotes inquiry page.

All Vendors inquiry page.

View the last user to modify the RFQ and the date of the modification.

RFQ Header Comments

RFQ_INQ_COMMENTS

Click the Header Comments link on the All Quotes inquiry page.

View RFQ header comments.

RFQ Header Details By Vendor

RFQ_HDR_BY_VNDR

Click the Header Details link on the All Quotes inquiry page.

View nonessential additional information regarding the RFQ by vendor.

RFQ Line Details By Vendor

RFQ_LINE_BY_VNDR

Click the Details link on the All Quotes Inquiry page.

View RFQ line information.

Item Description

RFQ_ITEM_6_DESCR, RFQ_ITEM_5_DESCR

Click the Item Description link on these pages:

Response Line Details By Vendor page.

RFQ Line Details By Vendor page.

The Item Description link comprises the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.

View descriptions for a specific item.

RFQ Line Comments

RFQ_INQ_COMMENTS

Click the Line Comments link on the RFQ Line Details By Vendor page.

View RFQ line comments.

View Category Hierarchy

CAT_PARENTAGE_SEC

Click the Hierarchy link on the RFQ Line Details By Vendor page.

View information about where a category resides in the catalog tree hierarchy.

All Vendors inquiry

RFQ_VNDR_BY_RFQ

Purchasing, Request for Quotes, Review RFQ Information, Vendors by Quote, All Vendors

Inquire on all vendors for a specific RFQ that was dispatched.

Response By Vendor inquiry

RFQ_RESP_BYVNDR

Purchasing, Request for Quotes, Review RFQ Information, Responses by Vendor, Response By Vendor

View RFQ responses by vendor.

Note. If the installation includes PeopleSoft eSupplier Connection, you can view RFQ and vendor response history by using the RFQ Response component in PeopleSoft eSupplier Connection.

Response Comments

RFQ_RESP_CMT_SEC

Click the Response Comments link on the Response By Vendor inquiry page.

View RFQ response comments.

Response Line Details By Vendor

RFQ_RESP_BYVNDR_LN

Click the Details link on the Response By Vendor inquiry page.

View vendor response line details.

Response Information

RFQ_RSP_BYVNDR_DTL

Click the Response Information link on the Response Line Details By Vendor page.

View details of the response.

REQ/RFQ Cross Reference (requisitions/request for quote cross reference)

RUN_POY6100

Purchasing, Request for Quotes, Requisition/RFQ Xref Report, REQ/RFQ Cross Reference

Generate the REQ/RFQ Cross Reference Crystal report (POY6100). This report provides a cross-reference between requisitions and the RFQs created from those requisitions.

Select Currency

Select the currency:

Resp Curr (response currency): Select to display the prices in the vendor response currency.

RFQ Cur (RFQ currency): Select to display the prices in the original RFQ currency. If the response currency differs from the RFQ currency, values are converted to the RFQ currency.