| Field | Description |
|---|
| Save
|
Click this option to save your changes.
This option is not available in List View.
|
| New
|
After you click this option, select one of the following:
- Select
New Price Quote to open an empty Request for Price Quote form.
- Select
Copy Current Price Quote to open a copy of the current request for price quote.
- Select
Select Price Quote to Copy to display a lookup and select a request for price quote record to copy.
|
| Delete Price Quote
|
Click this option to delete the current request for price quote.
This action permanently removes the request for price quote record from the Vision database. You
cannot undo this action.
This option is not available in List View.
|
| Submit
|
This option applies whether or not you use approval workflows to approve request for price quotes. Any user who has access to the Request for Price Quote application can create and submit request for price quotes. The
Submit option is enabled after you save a request for price quote.
When you use an approval workflow for approving request for price quotes: Click this option to submit the request for price quote and start the approval process. If you are an approver for request for price quote, after a request for price quote is submitted, the
Approvals option displays on the toolbar of the Request for Price Quote form, so that you and/or the workflow approval administrator can approve, reject, or reassign the approval step. (You turn on the use of an approval workflow for approving request for price quotes in
.)
When you do not use an approval workflow for request for price quotes: Click this option to change the status of the request for price quote from
In Progress to
Approved (in the
Status field on the General tab of the Request for Price Quote form). The
Close and
Reject options on the toolbar are enabled after you click the
Submit option.
|
| Reject
|
This option displays when you do not use an approval workflow for approving request for price quotes. It displays only after you submit a request for price quote (and the status is now Approved) and only if you are entered as a buyer with rights to edit request for quotes. Buyers are specified in the Buyers grid on the Buyers tab in
. Editing rights are specified by selecting the
Edit All RFQ check box for a buyer in the Buyers grid.
Click this option to reject a request for price quote. Its status changes from
Approved to
Rejected (in the
Status field on the General tab of the Request for Price Quote form).
After you reject a purchase order it can be edited by users who are designated as buyers with request for price quote editing rights on the Buyer tab Purchasing & Inventory Company Settings.
When you use an approval workflow for approving request for price quotes, the
Reject option is located in the
Approvals option drop-down list.
|
| Approvals
|
This option displays when you use an approval workflow for approving request for price quotes. You specify whether or not request for price quotes use an approval workflow on the General tab in
. You set up the approval workflow in
.
This option displays after a request for price quote is submitted if you are an approver for the current step of the approval process.
If you reassign the current approval step and select the
Move Assignment option on the Change Assignment dialog box, the
Approvals option is removed from the toolbar for the employee whom you entered in the
From field on the dialog box, who is no longer is assigned to the approval step. If the employee who is removed from the assignment is the approval administrator for the approval workflow, then the
Approvals option remains on the toolbar.
Click this option, and then select one of the following items from the drop-down list:
-
Approve — Select this option to approve the request for price quote. On the Approve dialog box, enter a comment as needed, and click
OK. The approval process continues to the next step based on the configured approval workflow for request for price quote. This option is not available if you made changes to the request for price quote. This option is not available in the List View.
-
Reject — Select this option to reject the request for price quote. On the Reject dialog box, enter a required comment and click
OK. Based on the configured approval workflow for request for price quotes, the request for price quote could be sent back to the employee who submitted it, or it could be canceled.
The
Reject option is not available if you make changes to a request for price quote. It is also not available when
None is selected in the
Reject Action field on the Workflow tab in Approval Workflows Configuration for an approval workflow step.
When you are in List View, you can reject one or multiple request for price quotes on the grid. The Reject dialog box also opens when you reject an approval request in List View. In this case, you are required to enter a comment, which is saved for all the selected request for price quote that you are rejecting.
-
Review — This option applies if an approval workflow step has been configured to allow you to edit a request for price quote during the approval process. If you make edits to a request for price quote, the
Review option replaces the
Approve and
Reject options. Select the
Review option after you make edits. Based on the configured approval workflow for request for price quotes, the request for price quote is sent to the next approval step or sent back to the first approval step to restart the approval process. This option is not available in the List View.
- Reassign — This option is available if the approval workflow for request for price quotes allows approvers to reassign the approval step (the
Allow Approvers to Reassign check box is selected on the General tab in Approval Workflows Configuration for the approval workflow). The option is also available if you are the approval administrator for the approval workflow. Select this option to open the Change Assignment dialog box and assign an additional employee to the current approval step for the request for price quote or move the approval assignment from one approver to another employee.
-
Do Required Action — This option is available only in the List View. Select this option to send one or more request for price quotes to the next step based on the configured approval workflow for request for price quotes. The Approve dialog box opens if one or more request for price quotes requires your approval. Entering a comment on the Approval dialog box is optional. Any comment that you enter is applied to all the selected request for price quote that you are approving.
|
| Close
|
Click to close a request for price quote. You must have the appropriate security access to use this button.
|
| Print
|
Select from these options:
-
Print Current Price Quote — Select this option to print the request for price quote.
-
Print Active Group — Select this option to print all of the request for price quote records that are open now.
-
Select Price Quote to Print — Select this option and select a request for price quote from the Price Quote Lookup list.
-
Print Summary Report — Select this option to generate the Request for Price Quote Status report.
|
 Detail View /List View
|
Either the
Detail View or the
List View option, but not both are available on the toolbar.
-
Detail View — This option is available while you are on the List View of the form. Click this option to change to the Detail View and display the information on tabs. This is the default view that displays when you open the form. The Detail View is the view that is described in help topics.
-
List View — This option is available while you are on the Detail View of the form. Click this option to change from the Detail View to the List View and display the information as a grid on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Fields option on the grid toolbar. On the grid toolbar, you also have the access to grid options on the grip drop-down:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
|
| Help
|
Click to open the Vision online help topic for the Request for Price Quote form.
|