Quote Preferences
Quote Preferences allow default setting for the Quotes module to be set up and maintained.
The Quote Preferences are maintained here.
Settings > Quotes > Quote Preferences
The link will open a pop up window will appear which will allow the creation or amendment of Quotes Preferences.
| Requested Quotes _ Days |
The default number days used to set the target submission date against a Requested Quote. |
| Issued Quotes _ Days |
The default number days used to set the target submission date against an Issued Quote. |
| Action performed automatically when a Requested Quoted is approved |
From the drop down select the action to be performed when a requested quote is approved.
- Create Purchase Order - this will automatically create a PO when the Requested Quote is approved (Purchase Order module is required).
- Take No Action - no action will be taken when a Requested Quote is approved.
- Prompt User - when a Requested quote is approved the User will see a pop up window prompting the User to create a PO if required (Purchase Order module is required).
|
| Requested Quote Events Tab |
Check the boxes for quote actions that will automatically enter an Event against the Requested Quote. |
Complete the fields and click Save and Close 
.
Click to view - Quotes Preferences. Fields and Descriptions
