PM Request For Quote Log
You can use the PM Request For Quote Log report by selecting .
This report displays all of the information necessary for tracking RFQs: RFQ number, RFQ Description, the RFQ and Due Dates, the Firm and Contact information, RFQ Status, Item Scopes, and Notes. You can select data by specifying an RFQ, Job, and Status, and there is an option to include the item notes.
This report only displays RFQs that were created using the new PM Request For Quote form, or legacy RFQs that were imported into the new form using the PM Migrate Data form. The report will also only display RFQs with RFQ items.
|
Report Parameters |
Description |
|---|---|
|
Company |
Accept the default, or press F4 to select a company. |
|
Beginning Project |
Select the Field Lookup button or press F4 to select the beginning project. |
|
Ending Project |
Select the Field Lookup button or press F4 to select the ending project. |
|
Beginning RFQ |
Click the Field Lookup button or press F4 to select the beginning request for quote. |
|
Ending RFQ |
Click the Field Lookup button or press F4 to select the ending request for quote. |
|
Status (Blank for All) |
Click the Field Lookup button or press F4 to select the status or leave blank for all. |
|
Show Notes? |
checkbox to show notes. |
