Documentation > MAC-PAC Reference and Help > Reference File Categories > QUOTE ORDER SYS DEFAULTS

Function Select

RFA16S01 - Function Select

WILLIAMS                       COMMON FEATURES                         2/08/92

 DSP01                    REFERENCE FILE CATEGORY A16           FUNCTION SELECT

                                                                                

                                                                               

                   Category Name        QUOTE ORDER SYS DEFAULTS               

                                                                               

                                                                               

                                        BLANK KEY                              

                   Category Key                                                 

                                                                               

                                                                               

                                                                               

                   Request Code         4                                      

                                                                               

                                        1 - Add                                

                                        2 - Change                             

                                        3 - Delete                             

                                        4 - Inquire                            

                                                                               

                                                                               

                                                                               

 F2=Command          F3=Exit             F7=End Category     F8=Display List   

 F9=Inquiry

The Quote Order System Defaults category contains default information used throughout the Order Processing module. This category can contain only one record. It is required if the Order Processing module is installed.

This category has a blank key to allow only one record.

Detail

RFA16S02 - Detail

WILLIAMS                       COMMON FEATURES                         2/08/92

 DSP01                    REFERENCE FILE CATEGORY A16                   INQUIRE

                                                                                

                   Category Name        QUOTE ORDER SYS DEFAULTS               

                                                                               

                                        BLANK KEY                              

                   Category Key                                                

                                                                               

                                                                                

            CREDIT CHECK   AUTO QUOTE NBRS    EXP HORIZON                      

       Data       Y               Y              030                           

                  Y               Y              NNN                           

                                                                               

            REALIZE REASON CDE    EXP REASON CDE   ACKN QUOTE ORDERS           

       Data       RQ                    EQ               Y                     

                  XX                    XX               Y                     

                                                                               

            DFT ACKN RELEASE     MANUAL PRICE    CLOSE DUE TO MAINT            

       Data        N                  N                 MQ                     

                   X                  Y                 XX                     

                                                                               

 F2=Command          F3=Exit             F9=Inquiry          F10=Function Select

CREDIT CHECK

Required. Used to determine if the customer's credit should be checked when a quote is created for that customer. Valid entries are:

Y - Check customer's credit.

N - Do not check customer's credit.

AUTOMATIC QUOTE NUMBERS

Required. Used to determine if quote numbers are assigned automatically or manually. Valid values are:

Y - The system should generate numbers for new quotes.

N - Quote numbers will be entered by the user.

EXPIRATION HORIZON

Required. The typical number of days between when a quote is created and when it expires. This field is used to calculate a default expiration date for each quote when it is created or reopened.

REALIZED REASON CODE

Required. Determine what reason code the system will use to indicate that a quote was closed because it was converted into a sales order. Reason codes are defined on Reference File category A13.

EXPIRED REASON CODE

Required. Determines what reason code the system will use to indicate that a quote was closed because it expired. Reason codes are defined on Reference File category A13.

QUOTE ACKNOWLEDGMENT DEFAULT

Required. The default value for the Quote Acknowledgment field on the Quote Order Maintenance Header screen. This field specifies whether the customer requires a printed acknowledgment for the quote. Valid values are Y (yes) and N (no).

ACKNOWLEDGMENT RELEASE DEFAULT

Required. The default value for the Acknowledgment Release field on the Quote Order Header screen. This field defines when the quote order acknowledgment will be released. Valid values are:

H - Hold indefinitely.

N - Print at the end of the day.

I - Generate the print acknowledgment immediately.

MANUAL PRICE

Required. Used to determine if prices for quotations can be calculated by the system or if they are always maintained manually. Valid values are:

Y - Prices must be entered by the user.

N - The system can generate prices for quotations, or the prices can be entered manually.

When a quote is created, a price code is entered for each line to specify how the price for that line will be determined.