Use this function to manage the customization setups on the Requests for quotes entry screens.

A standard request for quote entry transaction is initialized when installing the software.

You can:

  • Modify it
  • Delete it
  • Create a new one

You can set up several transactions for the requests for quotes. Each transaction, identified by a code and a text description, is displayed in a selection window when opening the RFQ transaction function.

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management


    Header

    Presentation

    Use the transaction header to:

    • Create new transaction codes
    • Search for existing transactions to modify or delete

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    Fields

    The following fields are present on this tab :

    RFQ transaction

    • Transaction (field PTRNUM)

    Code used to identify the transaction set up.

    The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.).

    For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code.

    Each transaction is used to define, both for fields located on the document header and fields entered in the lines, whether they must be:

    • Entered
    • Only displayed
    • Or hidden

    Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined on this setup header.

    • If a given user has the right to use several transactions of a given type, the choice is presented to the user when entering the function.
    • If the user is only authorized one transaction, this transaction is automatically taken into account when entering the function.
    • Description (field DESAXX)

    Transaction description.

    • Active (field ENAFLG)

    Use this field to activate or deactivate a transaction.
    Inactive transactions are not displayed in the transaction selection window.

    Access code that is used to restrict access to data for certain users.

    If this field is assigned, only users with this access code in their profile can use this transaction.

    The company or site group entered in this field is used to filter the entries.
    These entries can be accessed during the transaction.

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    Tab Page 1

    Presentation

    Use this section to define different elements such as:

    • The automatic printing of the RFQ
    • The management of the analytical dimensions for each RFQ line.
    • The display of specific fields

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    Fields

    The following fields are present on this tab :

    RFQ form

    If the associated document check box is selected, enter the report code for the standard printed document.

    • Auto print (field DOCFLG)

    Select this check box to automatically launch the printing of the document on entry completion.

    The automatic printing only takes place in creation mode.

    Product lines grid

    • No. of fixed columns (field NBRCOL)

    The first N columns specified in this field remain visible on the screen when scrolling.

    Product lines display

    • Purchase request no. (field PSHFLG)

    Setup that is used to define, for this entry transaction, if the Purchase request numbers and the Purchase request lines must be displayed or not.

    • field PSHSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.
    • Pur. request qty. chosen (field QTYPICFLG)

    This setup is used to define, for this entry transaction, if the PR quantities picked must be displayed or not.
    It is the allocated quantity in UOM unit.

    • field QTYPICSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.

    Supplier lines display

    • No. of responses (field RSPFLG)

    Setup that is used to define, for this entry transaction, if the number of responses must be displayed or not.

    • field RSPSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.
    • No. of reminders (field FUPFLG)

    Parameter that is used to define, for this entry transaction, if the number of reminders must be displayed or not.

    • field FUPSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.
    • Reminder date (field FUPDATFLG)

    Parameter that is used to define, for this entry transaction, if the last reminder date must be displayed or not.

    • field FUPDATSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.
    • Print indicator (field PRNFLG)

     Setup that is used to define, for this entry transaction, if the print indicator must be displayed or not.

    • field PRNSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.

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    Tab Page 2

    Presentation

    Use this section to define the management mode of some specific fields in your entry screen at the level of the header, of each RFQ line and of each line in the supplier table. You will decide whether these fields will be ‘hidden’, ‘displayed’ or entered’.

    You can also choose whether each item of information is accessed in ‘Form and table’/’Form’/’Table’ mode.

     

    Fields

    The following fields are present on this tab :

    Header entry

    • Requester (field REQCOD)

    Parameter used to define if the requester code must be:

    • Hidden:
      The field does not appear on the entry screen but a default value is assigned to it.
    • displayed:
      The default value is assigned to the field and displayed but the value is non-modifiable.
    • entered:
      The default value is assigned to the field and displayed. It can be modified and in that case, the value entered is controlled in the users table.
      The default value assigned to the requester code is the connected user code.
    • Internal reference (field ORDREFCOD)

    Setup used to define if, for this entry transaction, the internal reference must be:

    • hidden:
      The field is not displayed in the entry screen and thus remains empty.
    • displayed:
      The field is displayed empty and cannot be modified.
    • entered:
      The field is displayed empty and can be modified. The value entered is not controlled (free entry).

    Product lines entry

    • Translated description (field ITMDESCOD)

     Parameter used to define, for this entry transaction, if the product description translated in the operator's language must be:

    • Hidden: The field does not appear in the entry screen but a default value is assigned to it
    • Displayed: The default value is assigned to the field and displayed It cannot be modified.
    • Entered: The default value is assigned to the field and displayed. It can be modified.
    • field ITMDESSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.
    • Standard description (field ITMDES1COD)

    Parameter used to define, for this entry transaction, if the standard product description must be:

    • Hidden:
      The field does not appear on the entry screen but the default value is assigned to it.
    • Displayed:
      The default value is assigned to the field and displayed. It cannot be modified.
    • Entered:
      The default value is assigned to the field and displayed. It can be modified.
    • field ITMDES1SCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.
    • Project (field PJTCOD)

    This parameter is used to define, for this entry transaction, whether the project field must be:

    • Hidden:
      The field is not displayed on the entry screen.
    • Displayed:
      The field is displayed and cannot be modified.
    • Entered:
      The field is displayed but can be modified. The value entered is not controlled (free entry).
    • field PJTSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.

    Supplier lines entry

    • Supplier address (field ADDCOD)

    Parameter making it possible to define, for this entry transaction, if the address code field must be :

    hidden:

    The field does not appear on the entry screen but the default value is attributed to it.

    displayed:

    The default value is assigned to the field and displayed but the value cannot be modified.

    entered:

    The default value is assigned to the field and displayed. It can be modified.

    • field ADDSCR

    Specify, for this entry transaction, if the field must be present in:

    • Form and table mode
    • Form mode
    • Table mode.

     

    Tab Analytical

    Presentation

    Use this section to set up the dimension types that can be accessed in the RFQ request lines

    In this function, the following fields cannot be accessed:

    • Header sections,
    • Stock movement section,
    • Line distribution.

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    Fields

    The following fields are present on this tab :

    Block number 1

    • Header dimensions (field HEACCECOD)

    Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:

    • Hidden: The options/analytical dimensions menu of the main window will be hidden.
    • Displayed: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear but it will not be possible to access them.
    • Entered: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear and it will be possible to access them.
    • Distribution line (field DSPCOD)

    This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:

    • Hidden: the field does not appear on the entry screen but the default value is attributed to it,
    • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
    • Entered: The default value is assigned to the field and displayed. It can be modified.
    • field DSPSCR

    Parameter used to define, for this entry transaction, if the field must be present in:

    • Record +Table modes,
    • Form mode,
    • Table mode.
    • Stock movement dimensions (field STOCCECOD)

    Specify for this transaction if the analytical dimension fields related to stock movements must be:

    • Hidden
    • Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
    • Entered: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.
    This screen is common to the entry transactions for the orders and open orders. In the open orders entry transaction, this field is not available.

    Entry

    • field CCESCR

     

    Grid Dimension line

    You can enter an analytical dimension type code on each table line.
    You can access a function from the Actionsicon to pre-load all the dimension types defined on the sites of a given group of sites.

    • Method (field CCECOD)

    Parameter used to define, for this entry transaction, if the analytical dimension must be:

    • Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
    • Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
    • Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
      The default value assigned to the analytical dimension is dependent on the dimension setup performed.

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    Action icon

    Pre-loading dimensions

    Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.

     

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    Reports

    By default, the following reports are associated with this function :

     PRTSCR : Screen print

    This can be changed using a different setup.

    Specific actions

    On entry completion, click this action to save your setup and trigger the generation of the corresponding screen: a warning message is displayed suggesting that you view the generated window. This allows you to generate the screen that you have just set up while checking how the screen looks.
    If you answer ‘No’ to this question, the corresponding screen is still generated without you being able to view the screen.
    To return to the setup modification, choose ‘Cancel’.

    Click this action to copy a transaction from one folder to another.

    Local menus

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation