Task Quote Flat Rate - TASKQUOTE Rule

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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.


Task Quote Flat Rate - TASKQUOTE Rule.png



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.