General Tab of Request for Price Quote

Use the Request for Price Quote form to enter and edit data to identify a request for price quote. You can also enter and keep data for its line items, and enter the recommended vendors.

Contents

Field	Description
Request Number	This field displays the number that Vision gives to the request.
Date	This field displays today's date. To specify a different date, enter the date or click and select a date.
Requested By	This field displays your name. To specify a different employee, click and select the name from the Employee Lookup.
Status	This field displays the status of the request for price quote.
Closed	If this check box is selected, the request for price quote is Closed. To close a request for price quote, click on the toolbar.
Currency Code	From the list of currencies that are available for use by your company, select the currency to use as the transaction currency for this request for price quote.
Authorized By	This field displays the name of the employee who approved the request for price quote.

Items Grid

Use the Items grid to enter and edit data for the items in 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.

• When you select an item set up in Configuration > Purchasing & Inventory > Items Master, this grid displays a row with the item's data.

• If you enter an item that is not set up in Configuration > Purchasing & Inventory > Items Master, and Automatic Add/Items is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings, Vision displays a notice that asks if you want to add the item. If you click Yes, the New Item dialog box opens.

Field	Description
Item	Enter an item number or click and select an item from the Items lookup.
Description	This column displays the item's Description.
Category	This field displays the item's category, if you selected the item from the Items Lookup. You can edit this data if the Modify Default Item Category option is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings.
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 Configuration > Purchasing & Inventory > Items Master, or Configuration > Purchasing & Inventory > System Settings, 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.
View Detail	Click this option to display the Line Detail dialog box for the item that is selected on the Items grid.
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.

Suggested Vendors Grid

Use the Suggested Vendors grid to enter or edit data for the recommended vendors, or to select the vendors to whom to send a request for price quote.

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.

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 Configuration > Purchasing & Inventory > Items Master.
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.
Response	Click this grid option to open the Vendor Response dialog box, which you use to 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, a notice is shown 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.