This menu option is available from Base, Web Stores, and POS Stores.
Sales quote setup provides a basic framework for how your system will process quotes. Please remember to click Save to preserve any changes you make to Sales Quote.
|Quote Entry P4210 Version||Designates the version of the Sales Order application (P4210) that will be used in the Solution for quote order entry.|
|Quote Miscellaneous Line Type||The line type used to insert miscellaneous lines on a quote. If left blank the user will not see the option to add miscellaneous lines to a quote.|
|Quote Document Restriction||Quote Order Types to Display in Quote History.|
|Quote Display Canceled Lines||Determines if the user can see canceled quote lines or not.|
|Quote Conversion P4210 version||Designates the version of the Sales Order application (P4210) that will be used to convert a quote into a sales order.|
|Quote Conversion Required line status||The next status (NXTR) required for status quote lines to be considered "Pending for Review."|
|Quote Conversion Acceptance Level||Quotes can be accepted and converted to sales order in one of two methods. Possible options are: