1. Quote Setup
1.1. Prerequisites for Quote Setup

Complete the attached worksheet and   "Mark as Completed RoadMap Section B Item 2-l"  before continuing the setup.

 
The Departments must have been set up in Administrative Departments in the General Setup. 
 
User MUST have full rights to the "System Setup"  in System Security . Users with “Supervisor Rights” will automatically have access.  
 
 
1.2. Introduction for Quote Setup

This setup screen is used in the Customer Quote modules in ManEx Sales section. 

Check off the department(s) which must approve a Customer Quote before the Inventory, BOM and Pricing tables can be updated by the use of “Transfer” on the Customer Quote module.
1.3. Fields & Definitions for Quote Setup




This setup screen is used in the Customer Quote modules in ManEx Sales section. 

Check off the department(s) which must approve a Customer Quote before the Inventory, BOM and Pricing tables can be updated by the use of “Transfer” on the Customer Quote module.
1.4. How To ..... for Quote Setup
1.4.1. Setup the Quote Setup Module

Enter the SQLSYSSETTING.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter the Sales/Quote Setup Module

  

The following screen will be displayed:

To modify the quote setup screen, depress the Edit button.  Check off the department(s) which must approve a Customer Quote by clicking in the Approval Required box.

The user must Save or Abandon changes after modifying the screen.

Where Used: This setup screen is used in the Customer Quote modules in MANEX Sales section.
 
"Mark as Completed RoadMap Section B Item 2-l"