SpendMap User Guide (v14.8)

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Navigation: Request for Quotation (RFQ) > Setup System > Incrementing Number Sets

Incrementing RFQ Number Sets

REQUEST FOR QUOTATION > Setup system > Incrementing number sets > RFQ number

This utility is used to configure auto-incrementing (system-assigned) RFQ numbers and related settings.

RFQ numbers can also be manually input when creating new RFQs, if enabled with the applicable setting, below.

You can optionally set up multiple “number sets”, each with unique numbering. For example, you might have a separate sequence of RFQ numbers for each buyer, for each division, etc.

Related features

RFQ Number Sets Details Screen

Fields

Field	Description
Number Set	•Pre-filled from previous screen.
Next Number	•The next sequential RFQ number for this number set. The number will be placed in the RFQ Number Field when creating new RFQs (for this number set). Every time the number set is used, the number will increment by one automatically. •NOTE: For numbers to automatically increment, the right-most digits of the number must be numeric. However, a letter prefix can be used. For example, acceptable numbers include 12345, Q12345, RFQ1234, etc. However, "12345Q" is not permitted. •To allow manual entry of RFQ numbers when entering new RFQs, enter ".” (a period), then select to allow manual modification of the number, below.
First number in Series	•Enter the first RFQ number in the series or leave the field blank. This field is used for reference purposes only.
Last number in Series	•Enter the last RFQ number in the series or leave the field blank. If you attempt to enter a RFQ for this number set after the last number has been reached, an error message will be displayed.
Comment/Reference	•Enter a comment/reference for the number set. Typically this is used to document what this number set is used for (e.g. Division 123's RFQs, John's RFQs, etc.). You will be able to see the comment/reference when selecting a number set for a new RFQ.
Allow user to modify number?	•To allow modification of RFQ numbers in this number set when entering new RFQs, check this box, otherwise, you will not be permitted to modify the system-assigned numbers in this set (i.e. must accept the system-assigned number).
Include set in document number?	•If the letter of the number set is to be included in the RFQ number (e.g. A12345) when assigned by the system, check this box.