General Tab of Request for Price Quote Form
Use the Request for Price Quote form to enter and edit data that identifies a request for price quote and enter line items and their suggested vendors.
Content
Fields
Items Grid
Use the Items grid to enter and edit line items for the request for price quote. Before you can submit it for approval, a request for price quote must have at least one line item in this grid.
Items Grid Toolbar
Field | Description |
---|---|
Drop-Down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
View Detail | Click this option to open the Line Detail dialog box for the item that you selected in the Items grid. The Line Detail dialog box provides additional information about the line item. see the |
Insert | Click this option to add a new row to the grid. |
Copy | Click the row to copy, then click this option to copy it. |
Delete | Click the row to delete, then click this option to delete it. |
Items Grid
Field | Description |
---|---|
Item | Enter an item number or click
and select an item from the Items lookup.
The items in the lookup are set up in Items check box is selected in the Automatic Add section of the General tab in , you receive a message that asks if you want to add the item. If you click Yes, the Items Master <New Item> dialog box opens. The new item that you add in the dialog box is added as a new item in Items Master configuration. . If you enter an item that is not already set up in Items Master configuration, and the |
Description | This column displays the item's Description if you selected the item from the Items lookup. |
Category | This field displays the item's category that is entered in Items Master configuration. If the Modify Default Item Category check box is selected in the Miscellaneous section of the General tab in , you can change the category for the item that you entered in the grid. This changes the category only for the line item in the request for price quote, not the category that is set up for the item in Items Master configuration. |
Qty | Enter the item quantity. If the item is Type is Service, enter the hours. |
U/M | Select the item's unit of measure.
If this is an inventory item, the list displays all of the purchasing units of measure from the Inventory tab of either , or , in the Global U/M Conversion grid. |
Due Date | This field displays the delivery deadline for this item. It is calculated as
(Date + Request Days).
Click to select a different date. |
Inv | This check box is selected if the Item is an inventory item. |
Document | This field applies if Vision has been configured to allow you to upload supporting documents. Click the icon in this field to open the Supporting Document dialog box and upload and associate one or more documents with the request for price quote line item.
To view previously uploaded and associated documents, click the icon in this field:
|
Suggested Vendors Grid
Select a line item in the Items grid, and then enter or edit the vendors from whom you are requesting a price quote in the Suggested Vendors grid. The contents of the Suggested Vendors grid apply for the line item that you have selected in the Items grid.
To add the data from the Purchase Requisitions fields to the Request for Price Quote report, select the Include from PR option on the report option dialog box.
Suggested Vendors Grid Toolbar
Field | Description |
---|---|
Drop-Down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Response | Click this option to open the Vendor Response dialog box, and enter information about a vendor's response to your request for price quote. |
Lookup/Insert | Click this option to add a new row and open the Vendor Lookup. After you select a vendor, you receive a message that asks if you want to relate the vendor to the other items in this request for price quote. |
Insert | Click this option to add a new row to the grid. |
Delete | Click this option to delete the selected row. |
Suggested Vendors Grid Fields
Field | Description |
---|---|
Select | Select this check box to change this from a request for price quote to a purchase order for this vendor. |
Vendor | Enter the vendor number or click
and select a vendor from the list of active vendors.
If you use Multicompany, the vendor records available are those that have accounting set up for the active company. |
Address | This field displays the selected vendor's primary address. |
Vendor's Item # | This field displays the vendor's item number, if the selected vendor is shown on the Vendors tab of | .
Response Price | Enter the vendor's response price.
If you use Multicurrency, enter this amount using the transaction currency of the related request for price quote. |
U/M | This field displays the unit of measure from the request for price quote. If necessary, select a different unit of measure. |
Response Date | Enter the date of the vendor's response. |
Response Person | Enter the name of the vendor who gave this response to the request for price quote. |
Printed | If this option is selected, this item was on the Request for Price Quote form before, when you printed it to send to the vendor. The next time that the Request for Price Quote form is printed for this request for price quote, this item is not displayed. |
Document | This field applies if Vision has been configured to allow you to upload supporting documents. Click the icon in this field to open the Supporting Document dialog box and upload and associate one or more documents, such as a bid from the suggested vendor. You can also view previously uploaded and associated documents by clicking this icon. An icon with a blue arrow displays in this field if there are no documents associated with the suggested vendor. An icon with a green check mark displays in this field if there are documents associated with the suggested vendor. |