Use this screen to print an RFQ (Request for Quote).
An RFQ is a notice or document that buyers or Purchasing Department personnel send to vendors in order to retrieve quote information. An RFQ typically includes the number of items needed, delivery requirements, and other product details. Upon receipt of the RFQ, the vendor provides the required quote information and may specify the date the quote expires; in addition, the vendor might provide breakpoint information. For example, the vendor might indicate that he can supply one item at $200, 10 items at $150 each, or 20 items at $100 each.
The first page of each RFQ that you print in this screen includes the text, "This Is Not A Purchase Order." This text is included on the RFQ so the vendor will not mistake this form for a purchase order.
After you enter the RFQ specifications in this screen, you can select the Preview Default Report icon to send the output to your screen, or you can select the Print Default Report icon to send the output to a printer.
You must establish records in the Enter RFQs by Item and/or Enter RFQs by Vendor screen (Materials\Transactions\Vendor Quotes) before printing RFQs in this application.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to select the RFQ IDs, Buyers, Vendors and Return Address Branch Locations to be printed.
Request for Quote
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the RFQ ID from which to start.
The RFQ ID represents the internal ID used to identify the quote request.
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the RFQ ID from which to end.
The RFQ ID represents the internal ID used to identify the quote request.
Buyer
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the buyer ID from which to start.
The data in the Lookup originates from the Buyers screen (Materials\Configure\Purchasing).
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the buyer ID from which to end.
The data in the Lookup originates from the Buyers screen (Materials\Configure\Purchasing).
Vendor
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the vendor ID from which to start.
The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, you will receive a warning.
The data in the Lookup originates from the Vendor User Flow screen (Materials\Maintain\Vendors).
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the vendor ID from which to end.
The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, you will receive a warning.
The data in the Lookup originates from the Vendor User Flow screen (Materials\Maintain\Vendors).
Return Address Branch Location
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the return address branch location ID from which to start.
The data in the Lookup originates from the Branch Locations screen.
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the return address branch location ID from which to end.
The data in the Lookup originates from the Branch Locations screen.
Use the fields in this block to determine the RFQ print format and to specify additional RFQ detail. You can print your company logo in the upper left-hand corner of the RFQs. This print option will work only with the formless laser form (not pre-printed), and it requires that the Return Address checkbox in the PO Print Options screen (Administration\Configure\Materials) to be deselected. To use this print option, you must name your logo bitmap PPRPRRFQ.BMP and put it in your search path or your Costpoint Windows directory. This bitmap file must be no larger than 32,000 bytes, and the logo should be designed with a two-to-one width-to-length ratio for best display.
Format *
Use the drop-down box to select a print format.
The system-defined options include "Formless Laser Landscape" and "Formless Laser Portrait."
Include Previously Printed RFQs
Select this checkbox to include previously printed RFQs in this print run, provided they are within the selection criteria. If you do not select this checkbox, only RFQs that have not been previously printed will be included in the output.
Select this checkbox to include RFQs that have not been approved. If you do not select this checkbox, pending RFQs will not be included in the output.
Select this checkbox to include RFQs that have been closed. If you do not select this checkbox, closed RFQs will not be included in the output.
Select this checkbox to print only one RFQ line per page.
Select this checkbox to print the return address on the RFQ. If you do not select this checkbox, an RFQ return address will not print.
Select this checkbox to print the miscellaneous type codes and item descriptions on the RFQs. If you do not select this checkbox, these items will not print.
Miscellaneous type codes are also known as PO line charge types. They are item codes that do not fall under the category of parts, goods or services.
Select this checkbox to print the RFQs without setting the internal "Printed" flag of the selected RFQs to "Y" (Yes), thus indicating that an official copy of the RFQ has been printed.
Use the fields in this group box to determine the placement of any standard text associated with the RFQs. Standard text represents additional detail that you may want to print on the RFQs. This detail might include special instructions, delivery requirements, or in-house procedures.
Select this radio button to print all standard text at the top of the RFQ. This text displays before any of the line item information.
Select this radio button to print all standard text at the bottom of the RFQ. This text displays after all line item information.
Use the fields in this group box to determine the placement of any header notes associated with the RFQs. Header notes are free-form notes that are specific to the RFQ.
Header notes can be used for special instructions to the vendor or to further define the requirements of the request.
Select this radio button to print all header notes at the top of the RFQ. This text displays before any of the line item information.
Select this radio button to print all header notes at the bottom of the RFQ. This text displays after all line item information.
* A red asterisk denotes a required field.
The RFQ_HDR (RFQ Header), RFQ_LN (RFQ Line), RFQ_HDR_TEXT (RFQ Header Text), RFQ_LN_TEXT (RFQ Line Text), and RFQ_LN_BRK (RFQ Line Break) tables are source tables that are evaluated as you print RFQs in this screen.