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Job Quote Options
Job Quote Options screen is only visible if the Job Status is ‘Quote’. It enables you to define the style to be used when printing the Job Quotation. The available options are:
Formal: Standard style quote showing the Job Order Lines
Letter: Letter Style showing descriptive narrative and single Quoted Price
User: Populated with the ‘Formal’ style fields for you to amend as required
Entry and Display fields
Order Number: Display only field showing the Number of the Job Quote
Order date: Display only field showing the date on the Quotation Header
Status: Display only field showing the current status of the Quote
Customer: Display only field showing the Customer against who the quote has been raised.
Description: Display only field showing the Description held against the Quote
Quote Style: Prefilled with the default Quote Style as defined in the Job Rules. You may select another Job Quote Style from the drop-down list. The current options are:
Formal: Standard style quote showing Job Order Lines
Letter: Letter Style showing descriptive narrative and single Quoted Price
User: Populated with the ‘Formal’ style fields for you to amend as required
Print Quote: You can print the Quotation by clicking on this button. After printing the print status will be set to ‘Printed’. If required you can reset it to ‘Not Printed’ by going into the Job Quote ‘Main’ screen and resetting the Quote Print Status.
Header Notes: This field is used by the ‘Letter’ style Quote and defines the content that you wish to appear in the main body of the Quotation. This area would normally have a detailed description of the content or activities to be carried out.
Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Lines to Print: Two options are available from the drop-down list:
Print Detail Lines: All the Job Lines in the Quotation will be printed
Print Single Line: The text in the next field will be printed
Description: Only used if the previous field is set to ‘Print Single Line’. The content on this field will be printed Header and Footer Notes and provides a brief description to the Quoted Price.
Nett Value: Display only field showing the current Nett Value of the Job.
Footer Notes: This field is used by the ‘Letter’ style Quote and defines the content that will appear in the Footer area of the Quotation. This area could (for example) have a summary text to describe the Quote Expiry Date or Quote Terms, etc.
Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Job Quote Options screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.