Use this procedure to define default values for requests for quotes. The default values are copied to the Request for quoteform when users create requests for quotes.

1. Click Accounts payable> Setup> Parameters .

2. On the Request for quotetab, specify default values for requests for quotes, such as purchase type, expiry date information, delivery information, payment terms, and trade agreement journal. For more information about the parameters, see Accounts payable parameters (form).

3. Click Default request for quote reply fieldsto selects the fields that you want to apply as default reply fields when requesting request for quote replies from vendors. For more information, see Define a request for quote reply

4. Click Update request for quote linesto specify how to update request for quote lines automatically when the request for quote header is modified.

Use this procedure to define reason codes for use when accepting and rejecting request for quote replies. Reason codes are also used when calculating request for quote statistics.

1. Click Accounts payable> Setup> Request for quote> Reason codes.

2. Press CTRL+N to create a new reason code.

3. Enter a name in the Reasonfield and a description in the Descriptionfield.

Use this procedure to define the format of information about documents related to requests for quotes.

1. Click Accounts payable> Setup> Forms> Form setup.

2. Click the Request for quotetab and specify the format of information that is on request for quote documents.

NotePrint management is available for requests for quotes. For more information, see Print management setup (form).

Use this procedure to set up a master plan to include requests for quotes.

For requests for quotes with the type of purchase order, inventory transactions with the receipt status Quotation receiptare created when request for quote lines are created. Master planningincludes request for quote lines that have inventory transactions with the status Quotation receiptwhen calculating supplies. If there are no inventory transactions for a request for quote line, Master planningdoes not consider the request for quote line as a supply.

Note
A request for quote with the type of blanket order does not create inventory transactions.

1. Click Master planning> Setup> Plans> Master plans.

2. Select a master plan, and then click the Generaltab.

3. Select the Include requests for quotecheck box.

For more information about master plans, see Master plans (form).