This utility can be used to maintain the Status Codes on rental and sale quotes created in
the standard Quotations program.
A default code can be defined in the Company
Quotation Parameters to be assigned when a quote is created and
when it is converted to a reservation, contract, or invoice.
Though the same status codes are used for the Sale Approval Quotes processing, when Status Codes are assigned to the standard Quotations these status values are ONLY used in reporting on the Quotation Status Report.
A selected list of the standard quotes can be displayed on the
screen based on date, status selection, and division, listing the
quote number, Status, Bill To Name, dates and division.
The resulting list does respect the operator Divisional Restricted Views.
The Status can be changed or added for a quote as
required, if the operator has been assigned a Security Role that allows permission to Access
To Quotation Status Codes in the "Miscellaneous" window of the
Security Role Permissions.
A drop-down list is then provided on the Status field to
select from valid codes as setup in Status
Codes or a selection of Status Codes can be used with the SEL
option as outlined in the Select Status Codes
List window.
ACTIONS:
Additional actions provided by buttons on
the Assign Quotation Status Codes screen include:
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