Receive quotes from vendors

After you have sent a request for quotes (RFQ) to various vendors, the vendors return quotes on the various items. You must manually record these quotes in Maintenix.

After all of the vendors have provided quotes, you must select the winning quote, and promote it to a purchase order.

  1. Find an RFQ by doing one of the following:
    • In the Barcode Search field, enter the RFQ number, and press Enter.
    • On the RFQ Search page, enter your search criteria, and click Search.
  2. On the RFQ Details page, Vendor Quotes tab, select a vendor and click Edit Vendor Quote.
  3. On the Edit Vendor Quote page, Details area, provide the required information. Note the following:
    • Exchange Rate: If the quote is in a foreign currency, enter an exchange rate so that the quote can be compared to quotes in different currencies.
  4. On the Edit Vendor Quote page, Lines tab, provide the required information. Note the following:
    • Quote Number: Enter the quote number provided by the vendor, and click Apply to Each Line.
    • Quote Date: Enter the date that vendor provided the quote, and click Apply to Each Line.
    • Does Not Supply: Select if the vendor does not supply the part.
    • Did Not Quote: Select if the vendor did not provide a quote for the part.
    • OEM Part No: Select of OEM part number of the item, as written on the quote.
    • Quote Qty: Enter the numbers of parts as written on the quote.
    • Unit Price: Enter the price per part as written on the quote.
    • Lead Time: Enter the time it will take to receive the part from the vendor.
    • Effective To: Enter the date when the vendor quote expires.
  5. Do one of the following:
    • Click Apply to save your changes and continue editing.
    • Click OK to save your changes and return to the RFQ Details page.
  6. On the RFQ Details page, Quote Comparison tab, review the RFQ response details for each part.
  7. Select a vendor for one or more parts. You must select the same vendor for each part.
  8. Click Create PO For Quote.
  9. On the Create PO page, provide the requested information and click OK.