Quote Tab

Note:The ability to initiate a quote is available only to those in the KFS-PURAP Purchasing Processor role.

The initiate a quote process allows purchasing to competitively bid the PO and collect information about the vendors to which a request for quote will be sent. After the vendors have had an opportunity to review the details of the request and submit their bids, a Purchasing Department staff member returns to this tab and identifies the winning bid or 'quote'. At that time, the PO approval process continues.

Quote tab definitions:

Title

 

Description

Quote Init Date

Display-only. Defaults to the current date.

Quote Due Date

Required. Enter the date on which the quote is due. Defaults to ten days from the current date.

Quote Type Code

Required. Select the quote type from the list.

Notes to Vendor

Required. Enter information the vendor needs in order to quote.

Vendor Name

Required. Enter the vendor name associated with this quote or use the Vendor lookup Description: searchicon to search for a vendor.

Address 1

Required. Enter the first line of the address for the selected vendor.

Address 2

Optional. Enter the second line of the address for the selected vendor.

City

Required. Enter the city associated with this vendor address.

State

 

Required. Select the state from the State list. This entry may be required under certain circumstances (such as when entering a US address).

Postal Code

 

Required. Enter the postal code for this address. This entry may be required under certain circumstances (such as when entering a US address).

Country

 

Required. Select a country from the Country list.

Vendor #

Display-only. The KFS-generated identifying number assigned to this vendor.

Vendor Phone Number

Optional. Enter the selected vendor's phone number.

Vendor Fax Number

Optional. Enter the selected vendor's fax number.

Attention

Optional. Enter the name of the individual or department to which the PO should be sent.

More:

Initiating a Quote

Selecting a Vendor's Quote

Exporting a PO