Tracking the Variance on a Copied Quote

Modified on Fri, 25 Aug 2017 10:28 by J Denniston — Categorized as: Quoting

General Information

When the setup option RFQLINK is active, any copied quote will display the amount it varies from the base quote.

Process

1. First, the RFQLINK setup option must be active:

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2. This will activate a new prompt when copying a quote. The prompt will ask if the copied quote needs to be linked to the base quote.

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3. If the two quotes are linked, the copied quote will display the Base Amount (the amount of the original quote), Total (the amount of the copied quote) and the Difference (the dollar variance between the copied and the base quote).

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