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 |