Toolbar of Request for Price Quote

Use the toolbar options to create or edit request for price quote records.

Contents

Field Description
Save Click this option to save your changes.
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

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.

Submit

Click this button to send to an approver the current request for price quote.

This step changes the request for price quote's Status to Approved, if Require requisitions and RFQ's to be approved is cleared on the General tab of Configuration > Purchasing & Inventory > Company Settings.

Approve

This button displays if, in Configuration > Purchasing & Inventory > Company Settings:

  • Approve PR/RFQ is selected for your name in the Approvers grid on the Buyer/Approver tab, and

  • Require requisitions and RFQ's to be approved is selected on the General tab.

Click this button to approve the request for price quote that is open now.

Reject

This button displays if, in Configuration > Purchasing & Inventory > Company Settings:

  • Approve PR/RFQ is selected for your name in the Approvers grid on the Buyer/Approver tab, and

  • Require requisitions and RFQ's to be approved is selected on the General tab.

Click this button to reject the request for price quote.

Approval

Use this option if you want to approve multiple price quote requests. Click this option to open the Select Price Quote Requests for Approval dialog box, click the requests to approve, and then click Select.

This button displays if, in Configuration > Purchasing & Inventory > Company Settings:

  • Approve PR/RFQ is selected for your name in the Approvers grid on the Buyer/Approver tab, and

  • Require requisitions and RFQ's to be approved is selected on the General tab.

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.

Close Click to close a request for price quote. You must have the appropriate security access to use this button.
Help Click to open the Vision online help topic for the Request for Price Quote form.
Parent Topic: Request for Price Quote Form