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Function documentationXPress Request Type Locate this document in the navigation structure

 

XPress request types make up one level of the document hierarchy that determines the parameters of an XPress request.

  • XPress request types control the business rules and features for an XPress request template. For example, they determine rules for Internal Customers and suppliers, and indicate whether a template can include multiple line item options, quantity breaks, and price components.

  • XPress request templates are predefined documents that store crucial content for an XPress request. For example, they determine line item specifications, primary suppliers, and price components. Every XPress template is based on an XPress request type.

    For more information about templates, see XPress Request Templates.

  • XPress request documents are the live pricing requests that are seen by suppliers. Requests contain specific line items that suppliers may bid on. Every XPress request is based on an XPress request template.

    For more information about XPress requests, see XPress Request Templates.

To see a list of XPress request types, choose XPress in the navigation bar and select XPress Request Types from the Request dropdown list.

On the XPress Request Type List page, you can view XPress request types in the following ways:

Report

Description

All XPress Request Types

View the XPress Request Type page displaying a list of all XPress request types.

Search XPress Request Types by Name

Search for a specific XPress request type by name.

All Inactive XPress Request Types

View the XPress Request Type page displaying a list of all inactive XPress request types.

On this page, you can also do the following:

  • Create or edit an XPress request type

  • Export an XPress request type list to a CSV file or to a PDF file

Activities

Creating an XPress Request Type

  1. Select XPress in the navigation bar and choose XPress Request Types from the Requests dropdown list.

  2. On the XPress Request Type page, choose Create.

  3. On the Type page, fill in the fields.

  4. Save your entries.

Changing an XPress Request Type

  1. Select XPress in the navigation bar and choose XPress Request Types from the Requests dropdown list.

  2. On the XPress Request Type page, select the name of the XPress request type to edit.

  3. On the Type page, select Edit.

  4. Edit any fields.

  5. Save your changes.