Page Comparison

Quotes

To add new, edit existing, or delete jobsquotes, select Maintain | Jobs. A window similar to the following will appear.Quotes. 

Add a New

Quote

To add a new JobQuote, click the Image Removedthe Add New button. A blank form appears.

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A valid entry requires a Job Code, a Job Description, and a Bill-To account, and an Ordered date.

• Job Quote Code can be up to twenty (20) characters in length and is an alpha numeric field.
• Job Quote Description can be up to 50 characters in length.
• Bill-To can be selected from the drop-down list.
• Ordered date field will contain the current day. Use the calendar control to change the date if desired.

Click the Image Removed Save Changes button to continue.

Additional flags include Inactive and Revokediinclude.

• Inactive – When checked, the selected Job Quote is set to inactive. It will not appear in any drop down lists on other screens.

To undo any changes click the Image Removed Undo Changes button.

General

Distance

1/14/21 - feature to allow for a distance based freight charge in the Orders/Jobs Quotes table. Works the same as Rev5 and 6 Freight Rate Mile per Ton /wiki/spaces/I5/pages/492146 use this documentation as a reference

Bill-To

The Bill-To drop-down list is a list of all customer accounts in the Account table. Select the account to be billed for the material for this jobquote.

Default Price

The Default Price table is replaced with the default price table for the selected Bill-To Account.  Rates for material items added to the job quote will initially be pulled from the default price table. Rates can easily be changed.

Default Tax

The Default Tax code is replaced with the default tax code for the selected Bill-To Account. If needed, a different tax code can be selected.

PO

This is an additional value. It can be viewed from the Weigh from when the job quote is selected and printed on tickets. Users will often leave this field blank and use the PO number as the Job Quote Code.

Release

This is an additional value. It can be printed on tickets.

Hauler

Leave the value set to Transient Trucks to allow multiple haulers to haul for a single jobquote. When a specific hauler is selected from the drop-down list only trucks from the selected hauler account will be able to process transactions for that Jobwhen the quote is converted to a job.

Sales Person

4/16/19 - Not available

Limit Availability by Item Location

When checked the job will be synchronized using our DataSync module to just the locations where selected materials are available. 

One Ticket for this Job

Only one transaction can be generated for a job using this feature. Additional transactions will not be allowed.

Dates

The Dates fields are used to track the Quote, Order, Start, and Expires dates of a JobQuote.

• Quoted - The quoted Quoted date field will carry over from the Quotes table when used.Ordered - This field is populated with the system date when a new job is added. It can be changed using contain the current day. Use the calendar control to the right of the field. The job will not appear in the Weigh form if the field is left blank.
• Starts - This field can be used to keep the Job from appearing in the Weigh form between the time the job is ordered and the time when the job will start. For example, an order is placed on 4/17/2019, but the job may not start until 5/1/2019. The Job will not appear in the Weigh from drop-down list until the Starts date.
• Expires - Jobs with an expiration date will not appear in the Weigh formchange the date if desired.
• Expires date field can be used if quoted prices are good for a certain amount of time. This date will appear on printed quotes.

Bill-To Address

The Bill-To Address field is optional. It can be used to store an address associated with the job. This address can be printed on tickets. It can also be printed on invoices in place of the Bill-To Account Address.When thewill be printed on the quote. To use Address 1 from the Accounts table, check the box "Use Invoice Bill-To Address box is checked the job Bill-To Address will reference the address from the account table". To reference an address other than the address in the accounts table leave the box unchecked and enter the additional address in the space provided.

The address will be copied to the job table when the quote is converted to a job.

Ship-To Address

The Ship-To Address

will be printed on

the quote. To use Address 2 from the Accounts table, check the box "Use Invoice Ship-To Address

". To reference an address other than the address in the accounts table leave the box unchecked and enter the additional address in the space provided.

The address will be copied to the job table when the quote is converted to a job.

Special Instructions

Use these fields to enter special instructions such as directions or material destinations. These instructions and notes can be printed on tickets.

Custom Fields

Five additional custom note fields can be activated. These fields will only appear when active. To activate custom fields, select Setup | Configure - JobsQuotes. 

Edit an Existing

Quote

Change the

Quote Code

To change the Job Quote Code for an existing jobquote, select the job quote from the list or use the search field. Make desired changes and click the Image Removed Save Changes button. A window similar to the following appears.Image Removed

Image Added

• Click the Change existing code button to change the code and save.
• Click the Cancel button to not save changes and restore the original value
• Click the Make a copy instead button to create a new record. 

Change the

Quote Description

To change the Job Quote Description for an existing job quote select the jobquote, from the list or use the search field. Make desired changes and click the Image Removed Save Changes button. A window similar to the following appears.Image Removed

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• Click the Change description button to save the changes and return to the Account Table.
• Click the Cancel button to cancel all changes.

Delete a

Quote

To delete a JobQuote select the job quote from the list or use the search field and click the Image Removed Delete Record button. A window similar to the following will appear.Image Removed

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Click Yes to delete the account.

A Job cannot be deleted from the database if it is associated with a record in another table; such as the account, transaction table, truck table etc.

the

account

.