Request for Price Quote Form Options Tab

Use the Options tab to select report options for the Request for Price Quote Form and to save sets of options for reuse.

Options

Field	Description
Vendor	Use this option to limit the requests to those for a specific vendor or set of vendors. Enter a vendor's name or use the Vendor lookup to select one or more vendors. If you use multiple companies, the list of available vendors includes only those for the active company.
Requestor	Use this option to limit the purchase requisitions and requests for price quotes included on the report to those for purchases requested by specific employees. Enter a requestor's name or use the Employee lookup to select one or more employees. If you use multiple companies, the list of available employees includes only those for the active company.
Requisition Number	Use this option to limit the requisitions included on the report to those that you select. Click to display the drop-down list from which you can select one or more items. The list displays each item's request number and the name of the person who requested the item. You can also opt to either enter a specific request number or access quick search. Click Search to open the Search dialog box from which you can select an existing search or build a new search that includes the records you want included on the report. If you use multiple companies, the list of available requests includes only those for the active company.
Mark as Printed	Select this checkbox to mark the items included on the Request for Price Quote report forms as printed. When you generate the Request for Price Quote report form again, Vantagepoint excludes items previously marked as printed on a form.
Include Requests from Price Quotes	Select this checkbox to generate Requests from Price Quote Forms to show requests from price quotes. Clear this checkbox if you do not want to generate forms for requests from price quotes.
Include Requests from Requisitions	Select this checkbox to generate Request for Price Quote Forms for purchase requisitions. Clear this checkbox if you do not want to generate forms for purchase requisitions.
Include Closed Price Quotes	Select this checkbox to generate Request for Price Quote Forms for closed requests for price quotes.
Include Closed Requisitions	Select this checkbox to generate Request for Price Quote Forms for closed purchase requisitions.
Display Country in Address	Select this checkbox to include the country in the ship-to address.
Sort Report Order By	Indicate if you want to sort the Request for Price Quote Forms by vendor name or vendor number.
Override Price Quote Template	To override the default templates for the forms, select this checkbox and then select the template you want to use in place of the default templates. If you do not select this checkbox, Vantagepoint uses the templates assigned to each vendor. For vendors with no assigned template, it uses the predefined template that comes with Vantagepoint.

Clauses

Field	Description
Print Top Clause	Select this checkbox to display a clause at the top of each form and then do one of the following to specify the text: In the Select Top Clause field, select the clause to have the text of the clause display in the Top Clause field. Enter the clause text directly in the editing field. In either case, you can edit or format the text with the Text Editor.
Print Bottom Clause	Select this checkbox to display a clause at the bottom of each form and then do one of the following to specify the text: To specify the clause text, do either of the following: In the Select Bottom Clause field, select the clause to have the text of the clause display in the Bottom Clause field. Enter the clause text directly in the editing field. In either case, you can edit or format the text with the Text Editor.