Set up

• • There are a number of setup issues that are pre-requisite to quoting.
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Control File Parameters
Quoting

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    ParameterName	Description	ValidValues
    Quote Adjustment Activity	Provides a Default ActivityCode for Generating a Quoted Value Cost Sheet	ActivityCode
    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

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Purchasing

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    ParameterName	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
    
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    ParameterName	Description	ValidValues
    Stock Cost Method	Determines the Cost method used for stock issues, stock valuations and quoting.	Standard, Average or Last

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