Use the General tab to select report options for the Request for Price Quote Form and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default form name.
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| Field | Description |
|---|
| Mark as Printed
|
Select this check box to mark the items included on the Request for Price Quote Forms as printed. When you generate Request for Price Quote Forms again,
DPS excludes items previously marked as printed on a form.
|
Clauses
| Field | Description |
|---|
| Print Top Clause
|
Select this check box to display a clause at the top of each form and then do one of the following to specify the text:
- Select the clause in
Select Top Clause to have the text of the clause display in the
Top Clause field.
- Enter the clause text directly in the editing field.
In either case, you can edit or format the text with the Text Editor.
|
| Print Bottom Clause
|
Select this check box to display a clause at the bottom of each form and then do one of the following to specify the text:
To specify the clause text, do either of the following:
- Select the clause in
Select Bottom Clause to have the text of the clause display in the
Bottom Clause field.
- Enter the clause text directly in the editing field.
In either case, you can edit or format the text with the Text Editor.
|
Selection
| Field | Description |
|---|
| Vendor
|
Use this field to limit the requests to those for a specific vendor or set of vendors. Enter a vendor's name or use the Vendor lookup to select one or more vendors.
If you use multiple companies, the list of available vendors only includes those for the active company.
|
| Requestor
|
Use this field to limit the requests to those for specific requesting employees. Enter an employee's name or use the Employee lookup to select one or more employees.
If you use multiple companies, the list of available employees only includes those for the active company.
|
| Request Number
|
Use this field to limit the requests to those you select. Enter a request number or display the lookup to select one or more requests.
If you use multiple companies, the list of available requests only includes those for the active company.
|
| Requisition Number
|
Use this field to limit the requests report to those for selected purchase requisitions. Enter a requisition number or use the lookup to select one or more requisitions. The lookup only lists approved requisitions.
If you use multiple companies, the list of available requisitions only includes those for the active company.
|
| Include Requests from RFQ
|
Select this check box to generate Request for Price Quote Forms for requests for price quotes. Clear this check box if you do not want to generate forms for requests for price quotes.
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| Include Requests from PR
|
Select this check box to generate Request for Price Quote Forms for purchase requisitions. Clear this check box if you do not want to generate forms for purchase requisitions.
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| Include Closed RFQ
|
Select this check box to generate Request for Price Quote Forms for closed requests for price quotes.
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| Include Closed PR
|
Select this check box to generate Request for Price Quote Forms for closed purchase requisitions.
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| Show Country in Address
|
Select this check box to include the country in the ship-to address.
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| Field | Description |
|---|
| Select Sort
|
Indicate if you want to sort the Request for Price Quote Forms by vendor name or vendor number.
|
| Override RFQ Template
|
To override the default templates for the forms, select this check box and then select the template you want to use in place of the default templates. If you do not select this check box,
DPS uses the templates assigned to each vendor. For vendors with no assigned template, it uses the predefined template that comes with
DPS.
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