Set up

There are a number of setup issues that are pre-requisite to quoting.

CONTROL FILE PARAMETERS

QUOTING

ParameterName

Description

ValidValues

Quote Adjustment Activity

Provides a Default ActivityCode for Generating a Quoted Value Cost Sheet

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, "Existing Job","New Job"

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

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.

a number

Default Item ID

This is the ID number of the Default Item used in generating procurement lines. This Item is used when selling from the Quote Header or Cost Sheet Header

a number

Deliver more than To Deliver

if set to Yes, Procurement may accept a Delivery amount larger than what is required to Deliver. Eg. Ordered 100, delivered 105

Yes, No

Invoice more than To Invoice

if set to Yes, Procurement may accept an Invoice amount larger than what is required to Invoice. Eg. "I" Line 100, invoiced 105

Yes, No

PLANT / STOCK

ParameterName

Description

ValidValues

Stock Cost Method

Determines the Cost method used for stock issues, stock valuations and quoting.

Standard, Average or Last