The following table contains the RFQs field descriptions.
| Field | Description |
|---|---|
Attached Items | Other documents connected to this document in an attachment, where the current document is the lead. |
No. | The number of the RFQ. The system generates this number based on the numbering system you established for the project in Module Customization:
|
Category | A client defined list in the Lookup Tables per document. |
CI No. | The document number of the cost item. |
Contact | The name of the contact person for the company that is associated with the cost item. The format of this field is Last, First (Company). |
Date | The date of the document. |
Description | The brief account of the document. |
Disclaimer | The proviso associated with the document. |
Document Template | The Word template used when viewing or printing the document. |
From | Select the contact (and company) that document is from. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If there is no exact match, the standard contact dialog displays so you can select from the matches found, or enter additional search criteria. |
Funded By | The contact that is paying for the RFQ. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If there is no exact match, the standard contact dialog displays so you can select from the matches found, or enter additional search criteria. |
Item | The line item number. |
Long Description | The detailed account of the document. |
Notes | Notes, normally intended for internal use, associated with the document. |
Proposed | The proposed cost. |
Ref No. | The reference number associated with the RFQ. |
Response Date | The date the quote is needed. |
Returned Date | The date the quote was returned. |
Scope of Work | The description of the entire extent of the work necessary. |
Status | The status (for example, approved, pending approval, and so on) of the document. |
To | Select the contact (and company) to which the document is addressed. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If there is no exact match, the standard contact dialog displays so you can select from the matches found, or enter additional search criteria. |
| Referencing Docs Tab | |
Description | The account of the document. |
Doc No. | The number of the document. |
Doc Status | The status of the document. (for example, pending, approved). |
Doc Type | A client defined list in the Lookup Tables of the documents. |
Item | The item associated with the document. |
Reference Date | The date on which the documents were linked to each other. |
Reference Type | Source or Destination. |
Referenced By | The name oft the user who created the relationship between the documents. |