Requested Quotes
The User Preferences for Requested Quotes allows a User to set the preferences for checking for duplicate quotes.
The Requested Quotes User Preferences are maintained here.
Settings > User Preferences > Requested Quotes
The link will open a pop up window which will allow the creation or amendment of a User Preferences / Requested Quotes.
Automatic Check On Approval |
Check the box to turn on the automatic duplicate check. |
Review Period - Use Date |
Select the review period for Concept Evolution to check for duplicate quotes - selecting User defined will allow the User to manually add how many days and hours Concept Evolution is to check over. |
Review Criteria |
Check the boxes that must match for Concept Evolution to consider a Requested Quote a duplicate - All Quote Statuses can be ticked, Concept Evolution will then check for Requested Quotes in all States. |
Complete the fields and click Save and Close .