Page History: Quote Order Types
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Page Revision: Tue, 12 Jan 2021 10:00
General Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function This rule defines the types of Quotes that can be entered in Adjutant and stores default settings for each Quote Type.
Rule Setup – Text Fields
Text 1 - RFQ Type: Text that will be displayed when selecting the Quote Type during the Order Entry process.
Text 2 - Code: Code that will be used to identify the Quote Type in the database. This must be a single digit, and must be unique from other Quote Types.
Text 3 - Form Name: Default Quote form to be used when Printing/Emailing/Viewing
Text 4 - QuestToExcl: List of Item Configuration Report Codes to exclude from the form. Each unique code to exclude must be separated by exclamation points (!). For Example, !A!B!C!D!
Text 5 - SO Type: Default SO Type that will be used during the Convert to Sales Order process.
Text 6 - HeldFor: Default HeldFor that will be used when creating a new Quote.
Text 7 - Prefix: Prefix that will be used before the auto-generated Quote number when a new Quote is saved.
Rule Setup – Number Fields
There are no Number fields in use. Rule Setup – Logic Fields
Log 1 - Active: This will activate the integration for the line selected. Please note that the "Active" flag must be checked to pass the data to the Connex Job.
