Line	Line number assigned to the resource by APM.

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RFQ resource status

The current status of the RFQ resource. RFQ resources can have any of the following statuses: • In planning: The RFQ resource has this status until the RFQ is sent to all suppliers. • Waiting for bids: The RFQ resource has this status after it has been sent to all suppliers and before all of the supplier bids have been entered. • All bids received: The RFQ resource has this status after all supplier bids have been entered. • Analyzed: The RFQ resource has this status after a user has ranked the suppliers bids for the resource. • Awarded: The RFQ resource has this status after it has been awarded to the winning supplier or suppliers. • Cancelled: The RFQ resource has this status if a user has cancelled the RFQ.

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Resource

The catalog resource to be added to the RFQ. Click the Browse button to search for the appropriate resource from the resource catalog.

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Resource description

The description of this RFQ resource. APM automatically enters this information from the selected resource and you cannot change it here.

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Resource type

The type of resource that you are adding to this RFQ. The system enters this based on the resource that was selected. You can add material, tool, or service type resources to an RFQ.

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Purchase type

The fulfillment method for this resource. The available choices will depend on the type of resource being requested on the RFQ. For example, material resources may be Regular or Consignment purchases, while service resources can only be fulfilled with Service orders.

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Time based service

Select this option if the service will be purchased based on a time unit of measure (such as hours or days). If the service is a catalog resource, the system sets this option based on the unit of measure set on the resource.

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Number of

The total number of items that are required. For example, the number of contractors required for the trade, or the number of tools. This setting is only applicable to trades, tools, and time-based service resources.

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Required for

The amount of time for which each contractor, tool, or service person is required on the new resource line. For example if you are entering a contractor requirement, enter how long each contract employee will need to work on the task. This setting is only applicable to trades, tools, and time-based service resources.

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Requirement

The number of units of this resource that you want suppliers to bid on. If you are creating a catalog price RFQ, the system calculates a default quantity based on the past purchase history of the resource. The default quantity is based on purchase receipts for the resource during the same amount of time as the effective period of the RFQ. If necessary, you can change this quantity. For time-based resources (trades, tools, and services that are time-based), this entry is calculated using: Number of x Required for

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Date required

The date by which this resource is required. This date is only relevant for direct-purchase RFQs (RFQs created for purchase demand from a work order or a requisition). The system enters the Materials required by date from the work order or requisition. This date cannot be changed on the RFQ resource.

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Ranking and selection method

Select how supplier bids will be ranked and selected for this resource: • By cost: The bid with the lowest cost is ranked the highest and selected • By lead time: The bid with the shortest lead time is ranked the highest and selected • Manually: The bids will not be ranked, and the winning bid will be selected manually

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Comments

The comments for this RFQ resource. Comments entered here will be included on the RFQ document sent by mail, email, or fax.

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Total price

The total price of the bid for this resource. The total price is the price per unit of the resource, minus any discounts, plus all extra charges and non-recoverable taxes. The system uses the total price in the supplier selection process. For example, you have: • A purchase demand for resource A, with a price of $1.00 each • A loaded tax of 7% • A recoverable tax of 8% • A loaded extra charge of $1.00 per order line • A non-loaded extra charge of 1% The loaded price would be: $1.00 +$0.07 + $0.01 + $1.00 = $2.08 Recoverable taxes that are charged directly to an account are excluded from the total price.

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Total cost

The total cost of the bid for this resource. The total cost is the total price times the required quantity for the resource. The total price is the bid price per unit of the resource, minus any discounts, plus all extra charges and non-recoverable taxes. For example, for 10 units of resource A with a price of $1.00 each, a non-recoverable tax of 8%, and an extra charge of $1.00 per order line, the total cost would be: (10 * $1.00) * 1.08 + $1.00 = $11.80 Recoverable taxes are excluded from the total price.

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Requisition

The requisition that created this demand.

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Work Order

The work order that the work order task belongs to. All work order tasks must be part of a work order.

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Work Order Task

The work order task that will be charged for the cost of the resources on the demand.

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Reason Required

The reason that the request for quotation was required. The reason is set by the system and cannot be changed. Possible reasons are: • Manual request • No supplier resource price • Supplier resource price has expired or is in the future • Cost threshold exceeded • Last ordered date threshold exceeded • Buyer’s decision • Not required

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Purchase Order

The purchase order that includes this P.O. line. APM automatically enters this information, but you can change it if necessary. If this box is left blank, an error message will appear.

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Purchase Order Line

The P.O. line that was created to fulfill this demand. A resource demand can be created by a work order or a requisition. If your organization includes multiple sites, the purchase order line and the work order or requisition must be owned by the same site.

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Supplier

The number and name of the supplier who will be filling this order. Enter the supplier’s number or name, or click Browse to search for the appropriate supplier.

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Line Status

The status of the procurement line: Open or Closed. APM automatically sets the status of the line to open when it is created, and changes it to closed when the item requested on the line is received.

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Leading bid

The supplier’s bid that has been selected as the leading bid for this resource. The system selects a bid when you analyze the bids for the resource. Resource bids can be analyzed by lowest cost or by shortest lead time. Alternatively, if you select the Manual ranking option for the resource, you can select the winning bid in this box.

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