Request for Proposal

Form ID: (RQ611000)

Note: This report is available only if the Purchase Requisitions feature is enabled on the Enable/Disable Features (CS100000) form.

By using this report, you can view and print requests for proposal that have been submitted to the vendors specified on the Bidding tab of the Requisitions (RQ302000) form. Each request for proposal is displayed in a ready-to-print form. Each request for proposal includes the company information, the itemized information about the requested goods or services, the shipping instructions, and the information about the vendor.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, use the following parameters to select the information to be displayed on the report:

  • Vendor: The vendor (by its ID) to which the request for proposal was sent. Select a vendor from the list, or leave this box blank to view all requests for proposal sent, each on a separate page.
    The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
    • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
  • Ref. Nbr.: The reference number of the request for proposal to be reported on. Select a number, or leave the box blank to view all requests for proposal for the selected vendor, each on a separate page.