The process of creating the price quotes to the vendors begins in the PQM page. This topic describes the fields and functions on this page.
The PQM page is accessible using Tell Me. Choose the icon, enter Purchase Quote Managers, and then choose the related link.
The fields on the General FastTab are described in the following table.
|No.||Unique identifier for the PQM.|
|Description||Short description for the PQM:
- Entered manually for PQMs created from the PQM page
- Batch name when created from Requisition Worksheet
|Description 2||Additional description field.|
|Person Responsible||Identifies the person responsible for the PQM; accessed from the Resource table.|
|Assigned Vendor||Indicates the number of vendors that have been assigned to the PQM. This is done automatically if the Assign Vendors autom. toggle is turned on in the Options FastTab and vendors have been assigned to the item added in the Lines FastTab.|
|Status||Indicates the current state of the PQM. The options are Open, Released, and Finished.|
The fields on the Lines FastTab are described in the following table.
|Type||Identifies the type of PQM line; currently only the Item option can be manually entered in the Lines FastTab.|
|No.||Number of the appropriate item, item charge, fixed asset, or G/L account.|
|Description||Defaults from the item, item charge, fixed asset, or G/L account.|
|Quantity||Indicates the number of items to be quoted.|
|Unit of Measure Code||Defaults from the Purch. Unit of Measure field on the Replenishment FastTab of the Item Card.|
|Source Vendor No.||Defaults from the Vendor No. field on the Replenishment FastTab of the Item Card.|
|Source Unit Cost||Defaults from the Direct Unit Cost on the:
- Item Card or the Purchase Prices if set for the item/vendor when created from the PQM page
- Requisition Worksheet
|Assigned Vendors||Indicates the number of vendors that have been assigned to the PQM line.|
|Due Date||Indicates the Expected Receipt Date for the Purchase Quote line.|
|Status Created||Indicates whether purchase quotes have been created or not. Choose the value in this field to open the PQM Vendors page.|
|Status Verified||Indicates whether the status of the created purchase quotes have been changed to Verified or not. Choose the value in this field to open the PQM Vendors page.|
|Status Placed||Indicates that a purchase quote has been placed. Choose the value in this field to open the PQM Vendors page to view the quote that has been placed.|
|Status Not Placed||Indicates that created purchase quote(s) have not been placed. Choose the value in this field to open the PQM Vendors page to view the quote(s) that have not been placed.|
|Placing Vendor No.||Indicates the vendor number of the placed purchase quote.|
|Placing Unit Cost||Indicates the unit cost of the placed purchase quote.|
|Difference Unit Cost||Indicates the difference between the Source Unit Cost and the Placing Unit Cost.|
|Assigned||If selected, a purchase quote has been assigned to the PQM line.|
|Source Status||Indicates the current status of the source of the PQM line:
- <Blank>: created from the PQM page
- From Document: created from the Requisition Worksheet
- Updated: indicates that the Requisition Worksheet has been updated
- Release: currently has no functionality
|Currency Code||Identifies the alternate currency if different than local currency.|
|Currency Date||Identifies the current date of the currency exchange rate for the selected Currency Code.|
|Direct Unit Cost||Displays the Direct Unit Cost in foreign currency if the Currency Code is used, otherwise in local currency.|
|Direct Unit Cost (LCY)||Displays the Direct Unit Cost in local currency.|
|Line Discount %||Identifies a discount percentage for the PQM line.|
|Line Discount Amount||Identifies the amount of the discount for the PQM line.|
|Order Date||Indicates the system date the PQM line was created from the Requisition Worksheet.|
|Planned Lead Time Calculation||Calculates the due date of the PQM line based on the Order Date field.|
|Total Direct Cost (LCY)||Displays the calculated cost of Quantity * Source Unit Cost.|
|Variant Code||Indicates if an item variant is used for the PQM line.|
The values in the fields on the Options FastTab default from the settings in the PQM Setup page but can be changed per PQM. For field definitions, see PQM Setup.
The fields on the Options FastTab that are not in the PQM Setup page are described in the following table.
|Purchase Quote Manager||Expected Quote Date||Indicates the expected date of the purchase quote and is transferred to the corresponding field in the Processing FastTab on the Purchase Quotes when created from the PQM.|
|Purchase Quote Matrix||Hide Assigned Lines||Determines if any lines in the Purchase Quote Matrix that have been assigned to a vendor are hidden or shown.|
The fields on the Administration FastTab indicate the date the PQM was created and last modified.
The actions on the action bar are described in the following table.
|Create Purch. Quotes||Creates purchase quotes for all Vendors and opens the PQM Placing Matrix for quote selection (placing).|
|Reset Status||Resets the status from Released to Open and from Finished to Released.|
|Finish||Sets the status to Finished.|
|Purchase Quotes Matrix||Opens the PQM Matrix request page, where filters can be set then the PQM Placing Matrix page opens, where the quote information for each purchase quote can be viewed.|
|Assigned Vendors||Opens the PQM Vendors page, where Vendors from the PQM lines have been copied or Vendors are added manually, lead times can be added, and the quote status is available once quotes are created.|
The Assigned Vendors action on the Actions menu contains a drop-down list with the following actions:
- Copy from Header to Lines – transfers information from the Assigned Vendors
- Update Line Status – changes the status in the Assigned Vendors page to the previous status (for example, Verified back to Created)
If you have the integration with Advanced Manufacturing Suite (AMS), the Header Texts and Footer Texts actions are available. For more information, see COSMO Text Module.
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