| Field | Description |
|---|
| Report Name
|
You can change the default form name.
|
| Mark as Printed
|
Select this check box if you want Vision to mark the items included on the Request for Price Quote Forms as printed.
When you generate Request for Price Quote Forms again, Vision excludes items previously marked as printed on a form.
|
| Print Top Clause
|
Select this check box to display a clause at the top of each form.
To specify the clause text, do either of the following:
-
Select the clause in
Select Top Clause. Vision displays the text of the clause in the
Top Clause field. Click
Edit to edit or format the text with the Vision Text Editor.
-
Enter the clause text yourself in the editing field. Click
Edit to edit or format the text with the Vision Text Editor.
|
| Print Bottom Clause
|
Select this check box to display a clause at the bottom of each form.
To specify the clause text, do either of the following:
-
Select the clause in
Select Bottom Clause. Vision displays the text of the clause in the
Bottom Clause field. Click
Edit to edit or format the text with the Vision Text Editor.
-
Enter the clause text yourself in the editing field. Click
Edit to edit or format the text with the Vision Text Editor.
|
| Vendor
|
Use this field to limit the requests to those for a specific vendor or set of vendors.
Enter a vendor's name, or click
 to display the Vendor Lookup dialog box and select one or more vendors.
If you use the Multicompany feature, 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 click
to display the Employee Lookup dialog box and select one or more employees.
If you use the Multicompany feature, 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 click
to display the Lookup dialog box and select one or more requests.
If you use the Multicompany feature, 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 click
to display the Lookup dialog box and select one or more requisitions. The list in the Lookup dialog box only includes approved requisitions.
If you use the Multicompany feature, 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.
|
| 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.
|
| Include Closed RFQ
|
Select this check box to generate Request for Price Quote Forms for closed requests for price quotes.
|
| Include Closed PR
|
Select this check box to generate Request for Price Quote Forms for closed purchase requisitions.
|
| Show Country in Address
|
Select this check box to include the country in the ship-to address.
|
| 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, Vision uses the templates assigned to each vendor. For vendors with no assigned template, it uses the predefined template that comes with Vision.
|
