There are a number of setup issues that are pre-requisite to quoting.
Anchor
Quoting
CONTROL FILE PARAMETERS
QUOTING
ParameterName | Description | ValidValues |
Quote Adjustment Activity | Provides a Default ActivityCode for Generating a Quoted Value Cost Sheet |
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Activity Code | ||
Quote Default Generate | This sets up the default source for the new Quote number. If the value is Null the "Generate from Location" becomes the default. Other selections are; "New Job","Existing Job" | Null, |
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"Existing Job","New Job" |
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Quote Line Process Default | This is the default Process Code for new quotation lines | I, P, IP, D, or N |
Quote Margin % | If set to Sell, the margin % shown on the Quotation screen will be Margin/Total Sell, if set to Cost, the margin % will Margin/Total Cost | Sell, Cost |
Quote Non Stock Cost Method | Determines which unit cost rate is used when quoting non-stock items. | Standard, Last |
Purchasing PURCHASING
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Parameter Name | Description | ValidValues |
Default Catalogue ID | This is the ID number of the Default Catalogue used in generating catalogue lines in the procurement of Activity type lines. |
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a number |
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Default Item ID | This is the ID number of the Default Item used in generating procurement lines. |
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This Item is used when selling from the Quote Header or Cost Sheet Header |
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a number |
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Deliver more than To Deliver | if set to Yes, Procurement may accept a Delivery amount larger than what is required to Deliver |
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. |
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Eg. Ordered 100, delivered 105 |
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Yes, No |
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Invoice more than To Invoice | if set to Yes, Procurement may accept an Invoice amount larger than what is required to Invoice |
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. Eg. "I" Line 100, invoiced 105 |
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Yes, No |
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PLANT /
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STOCK
ParameterName | Description | ValidValues |
Stock Cost Method | Determines the Cost method used for stock issues, stock valuations and quoting. | Standard, Average or Last |