Purchasing > Inquiries > Purchase requests > Purchase request lines 

Use this function to display request for quote (RFQ) lines raised for goods from one or all sites on one, or between a range of dates.

You can inquire by company and site, requester and product, from one or a range of suppliers and request numbers, and for one or a range of projects. You can filter the results by the various stages of the quote such as whether the quote was converted to an order and the signature status (signed or not signed). 

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    This function is customized to the needs of your organization and your processes. The Inquiry screens function for code 'CPD' determines the way in which you enter information, and how information is displayed and printed.

    The Purchase request lines inquiry function contains a section for you to enter your selection criteria and a table (grid) in which the results of the search are displayed.

    Header

    Presentation

    Selection

    Use this section to filter or select requests for quotes (RFQs):

    • Start date. The default Start date is the first date of the month two months before the current month but can be amended.
    • End date. The default End date is the last date of the current month but can be amended.

    The search, therefore, covers a 3 month period, by default.

    Status

    You can filter the results by the various stages of the RFQs using the Status section.

    You can use the Criteria action to enhance the selection criteria applied.

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    Fields

    The following fields are present on this tab :

    Selection

    Specify the orders to be displayed, by entering:
    - a supplier
    - Company/Site: the site is optional.

    The favored selections.




     

     

     

     

    • From request no. (field PSHNUMDEB)

     

    • To request no. (field PSHNUMFIN)

     

    Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

    • A project code
    • A project code and a project budget code
    • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

    If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

    To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

     This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

     

    • Whole project (field PJTDSPALL)

    Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

    If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

    • Start date (field PRQDATDEB)
    • End date (field PRQDATFIN)

     

    Status

    • Closed (field CLEFLGO)

     

    • Not closed (field CLEFLGN)

     

    • Ordered (field ORDFLGO)

     

    • Not ordered (field ORDFLGN)

     

    Signature

    • Signed (field APPFLGO)

    Specify the orders to be displayed, by entering:
    - a supplier
    - Company/Site: the site is optional.

    The favored selections.




    • Not signed (field APPFLGN)

     

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    Tab Search results

    Presentation

    This section displays all request for quote (RFQ) lines that meet the defined selection criteria. The request date and calculated order date for each line are included.

    The columns displayed in the grid or table and the order in which they are displayed is determined by the Inquiry screens function for code 'CPD'.

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    Fields

    The following fields are present on this tab :

    Grid

    • Request no. (field PSHNUM)

     

     

    • Company name (field BPSNAM)

     

    • Calculated order date (field EXTORDDAT)

     

    • Requested date (field EXTRCPDAT)

     

     

    • Description (field ITMDES)

     

    • PUR quantity (field QTYPUU)

     

     

    • STK quantity (field QTYSTU)

     

     

    • Ordered PUR (field ORDQTYPUU)

     

    • Ordered STK (field ORDQTYSTU)

     

    • Net price (field NETPRI)

     

     

    • Line amount - tax (field LINAMT)

     

    • RFQ no. (field PQHNUM)

     

    • Order no. (field POHNUM)

     

     

     

    This field displays the associated project code. The content can be one of the following:

    • A project code
    • A project code and a project budget code
    • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

    If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

    To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

     

     

    • Signed line (field LINAPPFLG)

     

    Close

     

    Action icon

    Order

    Click Order from the Actions icon to view the purchase order details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.

    Purchase request

    Click Purchase request from the Actions icon to view the request details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.

    Purchase journal traceability

    Click Purchase journal traceability from the Actions icon to open the Journal traceability inquiry where you can view or browse through the hierarchy of documents created from this request for quote line.

     

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    Specific actions

    Click the Searchaction to load the table (grid) with request for quote lines that meet the entered selection criteria.

    The maximum number of lines displayed is defined in the Inquiry screens function for code 'CPD'.

    The following fields are included on the window opened through this button :

    Selection

    • Active memo (field MEMO)

     

     

     

     

     

    • From request no. (field PSHNUMDEB)
    • To request no. (field PSHNUMFIN)

     

    Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

    • A project code
    • A project code and a project budget code
    • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

    If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

    To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

     This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

     

    • Whole project (field PJTDSPALL)

    Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

    If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

    • Start date (field PRQDATDEB)
    • End date (field PRQDATFIN)

     

     

     

     

    Status

    • Closed (field CLEFLGO)
    • Not closed (field CLEFLGN)

     

    • Signed (field APPFLGO)

     

    • Not signed (field APPFLGN)

     

    • Ordered (field ORDFLGO)

     

    • Not ordered (field ORDFLGN)

     

    • Printed (field PRNFLGO)

     

    • Not printed (field PRNFLGN)

     

    Display

     

    • Sort order (field TRI)

     

    Close

    Click the Criteria action to access additional selection and display criteria. You can filter the quote lines to be processed by analysis group and modify the sort order.

    Screen code. You can select the required customized inquiry screen, if you are using personalized inquiries.

     Please see the Inquiry screens documentation.

    You can save one or several sets of criteria using the Memoaction. You can recall these using the Recallaction or delete them using the Delete memo action.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation