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Function documentationXPress Request Template Header Locate this document in the navigation structure

 

On the Header page, you can:

  • Add basic job description information, suppliers, and event terms to the template

  • Add collaborators to the template

Features

Field Help for XPress Request Template Header Page

Note Note

The XPress request type determines the sections and fields that appear on the Template Header page. All sections and fields might not appear on every header page.

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Job Description

Function

Description

Job Type

Choose one of the following from the dropdown list:

  • Custom: Select this option to group the template with other custom templates on the XPress Request: Templates page.

  • Standard: Select this option to group the template with other standard templates on the XPress Request: Templates page.

Title

Enter a title for the XPress request template.

Choose the Lookup icon to select a product category for the template.

Description

Enter a description for the XPress request template.

Company

Choose the Lookup icon to select the company to which this template will apply.

This field determines which internal customers can view the template. To display the template to all internal customers, do not select a company. Select a company to display the template only to internal customers in that company.

Product Category

Choose the Lookup icon to select a product category for the template.

Quote Due Offset (days)

Enter the number of days that will be used to calculate a default due date. For example, if you typically allow suppliers one business week to respond, you might enter 5 in this field. The default due date in the request will be 5 days from the creation date. This date can be changed by the initiator of the request.

Delivery Date Offset (days)

Enter the number of days that will be used to calculate a default delivery date. For example, if you typically require delivery two weeks from the creation of the request, you might enter 10 in this field. The default delivery date in the request will be 10 business days from the creation date. This date can be changed by the initiator of the request. The delivery date must be later than the quote due date.

Note Note

The XPress request type determines whether calendar days or business days are used to calculate these dates in the request.

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Budgeted Value

Enter the default budgeted value for this template.

Default Unit of Measure

Select a default unit of measure for line items from the dropdown list.

Currency

Select a bid currency from the dropdown list. Urgent (Priority): Selec this checkbox if the request is high priority.

Suppliers

The XPress request type determines whether a list of default suppliers appears in the template. Default suppliers cannot be removed from the request document by internal customers. Purchasers and CSRs can delete default suppliers from requests.

To add one or more suppliers to the default list, click Add. In the dialog box, select one or more suppliers and choose OK.

Note Note

An XPress request can include a maximum of 15 suppliers.

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Event Terms

Event terms specify the terms to which a supplier must agree to submit a bid in response to an XPress request.

To add event terms, choose Add. In the New Terms and Conditions dialog box, enter a title and the terms of the event and choose OK.

Note Note

You can also add a set of standard terms by choosing Import from Library.

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Collaborators

Choose Add to add a collaborator. For details, see Add Collaborator.