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Quote Setup Options

ADJAR - Adjutant Accounts Receivable module is installed.

AVAILRED - AVAILRED

BLANKESTDATE - Set the matching date to blank if set.

BLANKREQDATE - Set the matching date to blank if set.

CHECKPROFILE - CHECKPROFILE

CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production.

COPYRFQDOCVAULT - If enabled, ask to copy docvault files from copy source RFQ to new RFQ. Ask during save process.

DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order.

EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order.

EXTMARGIN - If set, then launch new shared margin screen.

FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order.

INCFREIGHT - Display freight as a line item on Sales Order and Invoice.

INCPACKING - Display packing as a line item on Sales Order and Invoice.

ITEMEXACT - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match.

ITEMMULTINOTE - Change note screen to have 5 notes (SO, RFQ, PO, PWO and Inv). Setup option controls feature (ITEMMULTINOTE).

MSNAUTOTASK - Automatically creates a Default phase and task when a new project is created.

NEWCOMM - NEWCOMM

NEWCOUNTYMBM - Change logic to use only ZIPMBMA table. Add missing field to ZIPMBMA table. NEWCOUNTYMBM CID option turns on.

NEWITEMLOOKUP - If set, then map project to drop folders to Project Number instead of Project ID.

NEWNOTE - NEWNOTE

NEWTAX - NEWTAX

NOLISTBEST - NOLISTBEST

OACCMGR - The account manager on the Sales Order may be changed.

PFORCED - Requires a project to be linked to a sales order before it can be submitted to production.

PWOSOORDER - Orders the Production Work Order form in the same order as the Sales Order. Default logic will sort the PWO by item code and then by length descending.

REQSHIPVIASO - Require ShipVia on Sales Order before continuing to Line Items.

RESTAPPR1 - If set then approvals are not reset unless terms or ordamt changes.

RFQALLOWLOCK - Adds button to quote screen to lock quote. Anyone can lock, takes special security token to unlock (RFQ: Unlock (s10)0

RFQCOPYNUMBER - Makes the new quote number the old quote number with a -999 on the end.

RFQCOPYREV - If set, system will act as if revision during copy process. If yet, then revision number logic will be used, if not, then normal number logic will be used.

RFQIMPORT1 - Enabled a button on the header of the Customer Quotes screen to import a spreadsheet of items to add to the quote.

RFQLOCKAM - Option to lock Account Manager in by organization attribute and not by the user.

RFQLOCKPRICE - Adds the lock price checkbox from the SO screen to the RFQ screen.

RFQLOCKPRICECHK - Automatically check the lock price box on line entry to RFQ.

RFQLOCKSP - Option to lock Sales Person in by organization attribute and not by the user.

RFQPRICENAG - Option to enable Price Update Message.

RFQPRINTSCREEN - Displays additional print screen and options when printing a customer quote.

RFQRESETDROPSHIP - RFQRESETDROPSHIP

RFQRESETLINKCHK - If set, overrides the default behavior of the Hide Line and Hide Price flags in the Quote screen by clearing the flags on each new line entry. (Use option SORESETLINKCHK for the Sales Order screen.)

RFQSETSP - RFQSETSP

RFQSHOWLF2 - When set, will show the linear feet of all panel on the quote. The items need to be in the Panel (PA) department to be included in total.

ROUNDPRICE1 - If unit price > 25 and price list based, then round price up to next dollar. Change SO screen to round price up to next dollar if ROUNDPRICE1 CID option is set, and price is based on ListPrice.

SELLUNITPRICING - If set, then use the selling unit as the input to the price lookup form the pricing tables and the contract price tables. If not set, then use the selling price unit.

SHOWCUSTABC - Display the Customer ABC Code on the Quote and Sales Order header. Display the codes next to customer name on both screens.

SHOWWARNING - Automatically displays any warning notes attached to the organization when entering SO/PO/TASK/etc.

SKIPQTYCHKSO - Bypasses the Quantity Check pop.

SOCADDOHF - Option that will auto-add missing OHF record. If enabled, stk item does not need to setup in the current OHF to be used. Will be added by system.

SOCFIXEDPRICE - The controlling quantity price adjustment is set to the customer's contract price. Other configuration options do not affect the price.

SOCHECKBUYOUT - SOCHECKBUYOUT

SOCHECKCOD - CID option to check to ensure COD amount is filled out if terms are COD.

SOCHECKCUSTPO - If set, check for duplicate Customer PO on header check. Warn if found.

SOCHECKTAXRATE - Option to SO to check for tax rate not matching current tax rate. Display message box if different.

SOCOSTADJ - If set, use COSTADJ data from SOC to build basecost for Config Type items.

SOCPQUICK - The price field on the Quick Line Entry tab of the Sales Order may be edited when entering line items.

SOCUTCHARGE - Calc cut charge for sales order lines, and add new line to SO. Create setup screen to control logic used to generate cut charge. SOCUTCHARGE setup option enables logic. Add to RFQ screen also.

SODEFALLNOTE - SODEFALLNOTE

SOFORCECOD - Will force COD amount to match OrderAmt if COD terms are set.

SOFRTCHARGE - Calc Frt charge line based on line items on SO, add new line to SO.

SOHIDECONFIG - If enabled, the SOC box does not popup (items are treated like they do not have configs).

SOHIDEGM - Hides the Gross Margin field on the Sales Order.

SOHIDEPICK - Remove Pick button from SO screen.

SOHIDEPRICEADJ - Hides the Price Adjustment of each configuration on the Item Configuration item.

SOITEMBOXSKIP - Skips the List/Add/Re

SOMULTIWHSEALERT - SO lines that are shipping form a warehouse different than the SO Header warehouse will be highlighted in yellow.

SOMUSTSAVEHEADER - Forces the SO Header to be saved before continuing on to the Line items tab.

SONOQUICK - Disables the Quick Line Item Entry tab on the Sales Order.

SOREQLOADDATE - If set, load date is required before header save (estdate).

SOREQPO - Requires the Sales Team attribute be filled out for the Customer/Order Type of the SO.

SOREQREQDATE - Option to require REQdate before save of SO, and convert of RFQ.

SOREQSALESTEAM - Requires the Sales Team attribute to be filled out for the Customer/Order Type of the SO.

SOREQSE - Shipping Event required on Sales Order (Shipping event is always required if multi)

SOREQSHIPADDR - Ship To address on Sales Order header must have Address, City, State, and Zip Code.

SOREQTAXTABLE - Ship To address on Sales Order must have a valid tax table.

SORESETDROPSHIP - If set, disable pick button on SO screen to force use of pick button on SE screen. If not set, disable pick button on SE screen.

SOSEPICK - If set, disable pick button on SO screen to force use of pick button on SE screen. If not set, disable pick button on SE screen.

SOSEPSOC - SOSEPSOC

SOSETSP - Default User in Salesperson drop

SOSETSBLANK - If set, and soldto and shipto SP are blank, and current user as SP.

SOSINGLESHIPTO - Automatically updates all lines on sales order with Ship To entered on header.

SOSKIPDSQ - Drop ship box disabled on quick add tab if selected.

SOSTARTADD - Start the Sales Order screen in Add mode.

SOSWAPPRICE - Swap location of sell pricing unit and selling price. Update selling price if selling price unit is changed. Use selling price unit as unit when calculating selling price using getprice logic.

TASKNEWSEQ - Uses the TASK counter in CID maintenance instead of the SONO counter.

TAXFREIGHTSTATE - Change SO screen to look at state reule to set taxtable flag on FRT type items (log4)

TAXOVERLAYALL - Change logic to allow other states to use overlays. Put tax cap percent in state rule. If whse has overlay, and shipto in same state, overlay will be used.

TAXTABLES - Sales Tax Tables are used and tax rate field on Ship To screen is disabled, tax table must be used in order to obtain a tax rate.

USEBOMBCOST - USEBOMBCOST


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