Company Quotation Parameters
System Maintenance Menu -> Configure
System Settings -> System -> Company &
Divisions -> Company Parameters ->
Quotation Parameters
The tunable Quotation Parameters can be accessed from the window
in the Company Parameters.
The following company wide settings are used in standard rental and
sales Quotations.
Note: These company default Status Codes do not apply to the
Sale Approval Quotes or to Sale Approval Quote Status Codes update
utility.
- Status Defaults
A Quotation Status Code can be assigned
when a quote is created in Quotations, and
then updated when it is converted in any of the convert programs or
in the Quotation Status Codes update
utility, but only if the operator has Access To Quotation Status
Codes as flagged in the "Miscellaneous" window of Security Role Permissions.
Quotation status values are reflected in the Quotation Status Report.
- QUOTE CREATE STATUS DEFAULT
- Enter the default Status Codes to be
assigned to quotes when they are created in Quotations, or selected a status from the
drop-down list.
This will only be displayed in Quotations
and be accessible to be changed if the operator has Access To
Quotation Status Codes as flagged in the "Miscellaneous" window
of Security Role Permissions.
QUOTE CONVERT STATUS DEFAULT
- Enter the default Status Codes to be
assigned to quotes when they are converted to a contract,
reservation, or invoice, or selected a status from the drop-down
list.
This will only be displayed in the convert process and be
accessible to be changed if the operator has Access To Quotation
Status Codes as flagged in the "Miscellaneous" window of
Security Role Permissions.
Finished?
- Click OK to accept the settings and exit the Quotation
Parameters window.
Note: Any changes made to these parameters will not be applied
until the Company Parameters are accepted.
Topic Keyword: GLCN90S (4114)