ManPageW RfQ

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Contents

Window: RfQ

Description : Manage Request for Quotations

Help : Request for Quotation to be sent out to vendors of a RfQ Topic. After Vendor selection, optionally create Sales Order or Quote for Customer as well as Purchase Order for Vendor(s)



Tab: RfQ

Description : Request for Quotation

Help : Request for Quotation to be sent out to vendors of a RfQ Topic. After Vendor selection, optionally create Sales Order or Quote for Customer as well as Purchase Order for Vendor(s)

Table Name  : C_RfQ

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).

DocumentNo

NVARCHAR2(30)

String

Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. Name

NVARCHAR2(60)

String

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

String

Comment/Help Comment or Hint The Help field contains a hint, comment or help about the use of this item. Help

NVARCHAR2(2000)

Text

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. SalesRep_ID

NUMBER(10)

Table

RfQ Topic Topic for Request for Quotations A Request for Quotation Topic allows you to maintain a subscriber list of potential Vendors to respond to RfQs C_RfQ_Topic_ID

NUMBER(10)

TableDir

RfQ Type Request for Quotation Type QuoteType

CHAR(1)

List

Quote All Quantities Suppliers are requested to provide responses for all quantities If selected, the response to the Request for Quotation needs to have a price for all Quantities IsQuoteAllQty

CHAR(1)

YesNo

Quote Total Amt The respnse can have just the total amount for the RfQ If not selected, the resonse must be provided per line IsQuoteTotalAmt

CHAR(1)

YesNo

Invited Vendors Only Only invited vendors can respond to an RfQ The Request for Quotation is only visible to the invited vendors IsInvitedVendorsOnly

CHAR(1)

YesNo

Self-Service This is a Self-Service entry or this entry can be changed via Self-Service Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality. IsSelfService

CHAR(1)

YesNo

Responses Accepted Are Resonses to the Request for Quotation accepted If selected, responses for the RfQ are accepted IsRfQResponseAccepted

CHAR(1)

YesNo

Response Date Date of the Response Date of the Response DateResponse

DATE

Date

Work Start Date when work is (planned to be) started DateWorkStart

DATE

Date

Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Currency_ID

NUMBER(10)

TableDir

Delivery Days Number of Days (planned) until Delivery DeliveryDays

NUMBER(10)

Integer

Work Complete Date when work is (planned to be) complete DateWorkComplete

DATE

Date

Create & Invite Create RfQ and Invite Vendors Create (missing) RfQ Responses and optionally send EMail Invitation/Reminder to Vendors to respond to RfQ PublishRfQ

CHAR(1)

Button

Rank Responses Rank Completed RfQ Responses Invalid responses are ranked with 999 per Quantity. The Quantity Responses are ranked among each other and the RfQ Best Response updated. The response Lines is maked as Selected winner, where the line quantity purchase quantity is selected. A total winner is only selected, if the RfQ type is "Quote All Lines" or "Quote Total only".

Then the rankings of all Quantity Responses are added for the total ranking of the response. The response with the lowest total ranking is marked as Selected Winner.

RankRfQ

CHAR(1)

Button

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

Search

Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_BPartner_Location_ID

NUMBER(10)

TableDir

User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact AD_User_ID

NUMBER(10)

TableDir

Margin % Margin for a product as a percentage The Margin indicates the margin for this product as a percentage of the limit price and selling price. Margin

NUMBER

Number

Create Sales Order Create Sales Order A Sales Order is created for the entered Business Partner. A sales order line is created for each RfQ line quantity, where "Offer Quantity" is selected. If on the RfQ Line Quantity, an offer amount is entered (not 0), that price is used.

If a magin is entered on RfQ Line Quantity, it overwrites the general margin. The margin is the percentage added to the Best Response Amount.

CreateSO

CHAR(1)

Button

Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you cloase an order, unshipped (backordered) quantities are cancelled. C_Order_ID

NUMBER(10)

Search

Create Purchase Order Create Purchase Order(s) for RfQ Winner(s) Create purchase order(s) for the resonse(s) and lines marked as Selected Winner using the selected Purchase Quantity (in RfQ Line Quantity) . If a Response is marked as Selected Winner, all lines are created (and Selected Winner of other responses ignored). If there is no response marked as Selected Winner, the lines are used. CreatePO

CHAR(1)

Button

Copy Lines Copy Lines from another RfQ CopyLines

CHAR(1)

Button

Close RfQ Close RfQ and Responses Close the RfQ and all it's Responses Processing

CHAR(1)

Button

Processed The document has been processed The Processed checkbox indicates that a document has been processed. Processed

CHAR(1)

YesNo


Tab: Line

Description : RfQ Line

Help : Request for Quotation Line

Table Name  : C_RfQLine

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

RfQ Request for Quotation Request for Quotation to be sent out to vendors of a RfQ Topic. After Vendor selection, optionally create Sales Order or Quote for Customer as well as Purchase Order for Vendor(s) C_RfQ_ID

NUMBER(10)

TableDir

Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. Line

NUMBER(10)

Integer

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. M_Product_ID

NUMBER(10)

Search

Attribute Set Instance Product Attribute Set Instance The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. M_AttributeSetInstance_ID

NUMBER(10)

ProductAttribute

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

String

Comment/Help Comment or Hint The Help field contains a hint, comment or help about the use of this item. Help

NVARCHAR2(2000)

Text

Work Start Date when work is (planned to be) started DateWorkStart

DATE

Date

Delivery Days Number of Days (planned) until Delivery DeliveryDays

NUMBER(10)

Integer

Work Complete Date when work is (planned to be) complete DateWorkComplete

DATE

Date


Tab: Quantity

Description : RfQ Line Quantity

Help : Request for Quotation Line Quantity - You may request a quotation for different quantities

Table Name  : C_RfQLineQty

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

RfQ Line Request for Quotation Line Request for Quotation Line C_RfQLine_ID

NUMBER(10)

TableDir

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

UOM Unit of Measure The UOM defines a unique non monetary Unit of Measure C_UOM_ID

NUMBER(10)

TableDir

Quantity Quantity The Quantity indicates the number of a specific product or item for this document. Qty

NUMBER

Quantity

RfQ Quantity The quantity is used when generating RfQ Responses When generating the RfQ Responses, this quantity is included IsRfQQty

CHAR(1)

YesNo

Benchmark Price Price to compare responses to BenchmarkPrice

NUMBER

CostsPrices

Purchase Quantity This quantity is used in the Purchase Order to the Supplier When multiple quantities are used in an Request for Quotation, the selected Quantity is used for generating the purchase order. If none selected the lowest number is used. IsPurchaseQty

CHAR(1)

YesNo

Best Response Amount Best Response Amount Filled by Rank Response Process BestResponseAmt

NUMBER

Amount

Offer Quantity This quantity is used in the Offer to the Customer When multiple quantities are used in an Request for Quotation, the selected Quantity is used for generating the offer. If none selected the lowest number is used. IsOfferQty

CHAR(1)

YesNo

Offer Amount Amount of the Offer OfferAmt

NUMBER

Amount

Margin % Margin for a product as a percentage The Margin indicates the margin for this product as a percentage of the limit price and selling price. Margin

NUMBER

Number

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