Quote Settings
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.
| Web | POS | EIPP | ||
|---|---|---|---|---|
| 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 "Ready for Review." | |||
| Quote Conversion Acceptance Level | Quotes can be accepted and converted to sales order in one of two methods. Possible options are:
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| Quote Entry Version P4210 for PunchOut Process | The version of P4210 to be used in the Punchout process. |