Solved

Vendor Requisition - Quote for One Item at Different Quantities

  • 14 April 2023
  • 3 replies
  • 39 views

I’m trying to create a Request for Proposal to send to vendors. I want the vendor to quote one item at 2 different quantities. 

Inventory ID Qty Req’d
IM2300

25

IM2300 50

 

When I click Request for Proposal, the form merges the two lines together as though I want the vendor to provide a quote for 75 of the item. 

 

 

Is there a way to get the system to keep them as separate lines so I can send one form to a vendor requesting a quote for 25 and 50?

 

Thanks!

icon

Best answer by kdavis45 14 April 2023, 17:29

View original

3 replies

Userlevel 4
Badge +1

Check the group formulas - in the default requisition design, it’s grouped by inventoryID, subitemID, and UOM, which would be the same in your scenario and cause everything to summarize.

 

You can adjust these as-needed, but I’d probably use only RQRequisitionLine.LineNbr to keep all lines separate. Both versions are included for reference.

 

Original Version

 

Edited Version

 

Could you tell me where you found the group formulas/default design? Thanks!

Userlevel 4
Badge +1

Could you tell me where you found the group formulas/default design? Thanks!

File > Build Schema, then the Sorting and Grouping tab. You can toggle between the different groups and adjust as-needed.

Since the detail is listed on groupHeaderSection2, I went straight to group 2’s setup for review / adjustment.

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved