Task Quote

Modified on Wed, 13 Sep 2017 08:42 by Ryan Horne — Categorized as: Rule Maintenance

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   General Information
   Rule Setup – Text Fields
   Rule Setup – Number Fields
   Rule Setup – Logic Fields

General Information¶

Default Menu Location Maintain >> System >> Rule Maintenance

Function Allows setting up specific task departments to use the Down Payment amount and the Final Amount from a quote in the Flat Rate field on a task. This rule only applies to service industries that assemble products for installation services.

Rule Setup – Text Fields¶

Dept Code: Department code

Rule Setup – Number Fields¶

No Number Fields In Use

Rule Setup – Logic Fields¶

Use Down: If this is checked, the Department that matches the code will use the Down Payment amount from a quote on a task.

Use Final: If this is checked, the Department that matches the code will use the Final amount from a quote on a task.