Contents of the Create Request for Quotes for Proposals Screen

Use the fields and options to configure the Create Request for Quotes for Proposals screen.

Identification

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. After 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. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Proposal

Use the following fields to select a proposal or a range of proposals from which RFQ lines will be processed and created.

Field	Description
Option	Select a range option from the drop-down list for the proposal IDs to include in the RFQ creation process. The available options are: All One (default) Range From Beginning To End
Start	Enter, or click to select, the beginning proposal ID and revision from which the RFQ lines will be processed. You can also enter, or click to select, the revision number of the proposal, if applicable. This field is enabled only if you select One, Range or To End from the Option drop-down list.
End	Enter, or click to select, the ending proposal ID and revision from which the RFQ lines will be processed. You can also enter, or click to select, the revision number of the proposal, if applicable. This field is enabled only if you select Range or From Beginning from the Option drop-down list.

Vendor

Use the following fields to select the vendor or range of vendors assigned to the RFQ lines that will be processed.

Field	Description
Option	Select a range option from the drop-down list for vendor IDs to include in the RFQ creation process. The options available are: All (default) One Range From Beginning To End
Start	Enter, or click to select, the beginning vendor ID from which the RFQ lines will be processed. This field is enabled only if you select One, Range or To End from the Option drop-down list.
End	Enter, or click to select, the ending vendor ID from which the RFQ lines will be processed. This field is enabled only if you select Range or From Beginning from the Option drop-down list.

Item

Use the following fields to select the item or range of items assigned to the RFQ lines that will be processed.

Field	Description
Option	Select a range option from the drop-down list for item IDs to include in the RFQ creation process. The choices in this drop-down list are: All (default) One Range From Beginning To End
Start	Enter, or click to select, the beginning item ID from which the RFQ lines will be processed. You can specify which type of part you like to look for when you select an option in the Lookup Type drop-down list. You can also enter, or click to select, the revision number of the item, if applicable, in the adjoining, unlabeled field. These fields are enabled only if you select One, Range or To End from the Option drop-down list.
End	Enter, click to select the ending item ID from which the RFQ lines will be processed. You can also enter, or click to select, the revision number of the item, if applicable, in the adjoining, unlabeled field. These fields are enabled only if you select Range or From Beginning from the Option drop-down list.
Lookup Type	Select a lookup type from the drop-down list that you will use when you select the item or range of items in the Start and End fields. The available options are: Standard Provisional All

Buyer

Use the following fields to select the buyer ID or range of buyer IDs assigned to the RFQ lines that will be processed.

Field	Description
Option	Select a range option from the drop-down list to select buyers to include in the RFQ creation process. The choices in this drop-down list are: All (default) One Range From Beginning To End
Start	Enter, or click to select, the beginning buyer ID from which the RFQ lines will be processed. This field is enabled only if you select One, Range or To End from the Option drop-down list.
End	Enter, or click to select, the ending buyer ID from which the RFQ lines will be processed. This field is enabled only if you select Range or From Beginning from the Option drop-down list.

Options

Select Proposal Status

Use this group box when you select a proposal or range of proposals and want to further filter the selection to only those with a particular proposal status. For each proposal that is selected by the system, the proposal's status is compared to the status selections in this group box, and then matched for processing. You can modify the proposal status on the Manage Proposals screen. Costpoint does not process any RFQ line row with a proposal status that is not selected in this group box. Select all check boxes in this group box to process all RFQ line rows, regardless of the proposal status.

Field	Description
In-Process	If you select this check box, only those RFQ line rows with an In-Process proposal status are included in the process.
Submitted	If you select this check box, only those RFQ line rows with a Submitted proposal status are included in the process.
Completed	If you select this check box, only those RFQ line rows with a Completed proposal status are included in the process.
Closed	If you select this check box, only those RFQ line rows with a Closed Awarded, Closed Lost, or Closed Not Submitted proposal status are included in the process.

Generate

Field	Description
Starting RFQ ID	Enter the starting ID to be assigned to RFQs generated during this process. You can have RFQ IDs assigned automatically by selecting the Auto-Assign check box on the Configure Vendor Quote Settings screen. You can also enter RFQ IDs for new lines in the RFQs subtask of the Manage Proposal BOM Cost Estimates - Indented or Summarized screen.

Preview, Print, Process, Process/Print

After you complete this screen, you may want to save the settings for future reference.

To preview, print, or process this application with the settings you have selected, click one of the following toolbar icons at the top of the screen:

Field	Description
Preview	Click to preview the report on your monitor without processing the application or printing a report on paper. This view is a trial run of the applicable RFQ lines that will be processed by the application when you run it.
Print	Click to print the report on paper without processing the application. This report is a trial run of the applicable RFQ lines that will be processed by the application when you run it. The report is sorted by proposal ID, proposal revision, and RFQ ID, with a page break for each new proposal.
Create RFQs for Proposals	Click drop-down and select Create RFQs for Proposals to process the application in accordance with the settings on this screen. After the process completes, you cannot reverse it automatically.
Print/Create RFQs for Proposals	Click drop-down and select Print/Create RFQs for Proposals to process the application and print the report in accordance with the settings on this screen. The report is sorted by proposal ID, proposal revision, and RFQ ID, with a page break for each new proposal. After the process completes, you cannot reverse it automatically.