Quote Tab

Purchasing/Accounts Payable > Standard Transaction E-Docs > Purchase Order > Document Layout

Quote Tab

pencil-small 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 definition

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 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.