Creating a Door or Frame Request for Quote Using the New Submittal & Advantage Reports Tool

*Note: The legacy Submittal and Advantage Reports tool will be obsolete by March 2022. We recommend Setting Up the New Submittal & Advantage Reports Tool as soon as possible and familiarizing yourself with the interface and usage.

How to: Create a door or frame RFQ (request for quote) using the New Submittal & Advantage Reports tool.

Environment: Comsense Advantage (Version 21.1.100.094 and later)

In this article:

Accessing Reports

Advantage > Estimating/Detailing > Reports

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Advantage Navigation menu; shows the location of Estimating and Reports.

Selecting the Quote Request Type

In the Report window, Open your project and Select the appropriate RFQ report in the Available Reports pane. The Report Parameters pane will populate.

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Reports window; shows the location of all door and frame Request for Quote reports.

Accessing the RFQ List

In the Report Parameters pane, Click ... in the Quote Number Value field and the Request for Quote window will open.

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Reports window; shows the location of ellipses button in the Quote Number value field.

Adding a New RFQ

In the Request for Quote window:

  1. Click Add Request for Quote
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Request for Quote window; shows the location of the Add New Request for Quote button.
  1. Select the supplier
  2. Click Open
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Find window; shows a selected supplier and the location of the Open button.

In the Opening Picker window:

  1. Select the openings Using the Selection Tool
  2. Click OK
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Opening Picker window; shows the Assigned Openings pane and the location of the OK button.

In the Product Selection window:

  1. Select the products Using the Selection Tool
  2. Click OK
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Product Selection window; shows the Assigned Products pane and the location of the OK button.

Selecting the Request for Quote for the Report

In the Request for Quote window:

  1. Select the RFQ line item
  2. Click OK
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Request for Quote window; shows the new Request for Quote is selected and the location of the OK button.
  1. Export the report
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Report window; shows the location of the export methods.
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