Once the Cost Sheets are completed you have to complete the details on the quote Header and then proceed through Acceptance and creation of the Estimate & Procurement.
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Many of the codes are self explanatory or have drop down lists.
Quote Code
Specifies the quote code and the version number
Template
This quote can be set up as a Template
Job Code
Enter the appropriate Job Number. F4 for search or N When you enter the Job Number you have the option of bringing through some Job Maintenance detail into the quote.
Once the Quote is attached to a Job the Job Enquiry and View Job Buttons become available.
Quote Status
This status field is automatically updated by Workbench as the quote is accepted etc.
General Status, Approved by, Client Contact, Fail Code & Fail Reason
These are all fields which can be utilized at the Users discretion. Some are Drop down fields looking at the People table and Statuses table. Client Contact appears on the quotation printout.
Sent Date
This is the date that the quote is sent to the client. It is manually entered. It is the date that appears on the Quotation Printout.
Approved Date
This is the date that the is Approved by the client. It is automatically entered on Quote Acceptance.
End Date
This is the date that for when the quote expires. It is manually entered. It is the expiry date that appears on the Quotation Printout.
Price Code
You can change the Price Code by entering a new code. A message comes up.
When you change a Job the Price Code from the new job does not automatically come through. Should you want the Price Code to be the same as the Job you will need to maintain this field.
Order Number
Specify the Order number from the Customer. On quote Acceptance this Order Number will be updated to Job Maintenance and will appear on the Invoice.
Invoice Quote
Tick here to invoice the quote at this level
Sell Price will be the selling value that has come through from all the cost sheet lines adjusted by the Quote Adjustment.
The Sales line generated will be the item contained in the Control Parameter. "Default Item ID
Quote AdjustmentQUOTE ADJUSTMENT
If you have selected the Quote Header level to generate Quote Value and Invoice you can enter an adjustment to amend the Sell Value. This generates a separate QVA Cost Sheet
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Press Accept Quote.
You have to have a Job allocated to the quote before you can accept a quote.
The Create Estimate and Create Procurement Buttons become available.