Customer: Quote Header

The status of the quote.

• Pending—the work order quote has been created and is waiting to be accepted by the customer.

• Quoted—the quote has been printed for or sent to the customer and is waiting to be converted into a work order.

  The status is changed to Quoted when the quote is printed, emailed or generated and sent for electronic signature because the system assumes that once printed or emailed, the customer has received the quote.

• Accepted—the quote has been accepted and a work order has been created. Both the new work order number and the original work order quote number are shown.

• Expired—the quote has exceeded the allotted expiration date or, for VESign documents, either the required signatures have been declined or they were not obtained prior to the quote expiration date. If necessary, expired work order quotes can be reactivated.

The signing status of the VESign document. Can be one of: 

• Awaiting Signature—all signatures are pending.

• Partially Signed—more than one signature is pending.

• Signed—all required signatures are complete.

• Canceled—signing has been canceled.

• If no status is present, then the document has not been sent for electronic signing.

The number of the customer requesting the quote.

If security switch Show Notifications when utilizing Customer is enabled and the customer has notifications, a link appears below the customer. Click the link to see the notifications. See Customer Notifications.

A customer contact can optionally be selected and prints on the quote as the invoicing address.

Select the icon next to this field to open the VitalEngage Text application.

The salesperson responsible for the quote. This field is for informational purposes only, however it is included on print-outs related to the quote.

This field is mandatory if the Responsible Salesperson Required switch is activated on the Parts & Service Quote Settings screen.

A brief description of the quote.

The Description field is used on the Work Order Quoting screen as a reference field and does not appear when the quote is printed.

Applies the selected Tax 1 code to the parts and/or labor added to the work order.

If this field is left blank, the Tax 1 code configured for the selected customer on the Customer Profile tab will be used.

Valid Tax 1 codes are listed and configured on the Tax 1 screen.

Default labor tax codes are configured in the Labor Only Tax 1/ Tax 2 fields of the Customer Profile and in the Labor Only Tax 1/ Tax 2 fields of the Edit Alternate Ship to/Add Default Ship to screens. If default labor tax codes have been assigned to both the Customer and the Ship To address on the order, the default tax codes associated to the Ship To address will take precedence.

Applies the selected Tax 2 code to the parts and/or labor added to the work order.

If this field is left blank, the Tax 2 code configured for the selected customer on the Customer Profile tab will be used.

Valid Tax 2 codes are listed and configured on the Tax 2 screen.

Default labor tax codes are configured in the Labor Only Tax 1/ Tax 2 fields of the Customer Profile and in the Labor Only Tax 1/ Tax 2 fields of the Edit Alternate Ship to/Add Default Ship to screens. If default labor tax codes have been assigned to both the Customer and the Ship To address on the order, the default tax codes associated to the Ship To address will take precedence.

Applies the selected Tax 3 code to the entire work order (parts posted to the work order & labor posted to the work order).

If this field is left blank, the Tax 3 code configured for the customer on the Customer Profile tab will be used.

Valid Tax 3 codes are listed and configured on the Tax 3 screen.

Applies the selected Tax 4 code to the entire work order (parts posted to the work order & labor posted to the work order).

If this field is left blank, the Tax 4 code configured for the customer on the Customer Profile tab will be used.

Tax 4 code is only applied to parts posted to the work order if the Allow tax on work order labor charges Y/N switch is set to N in the CMBR table of the legacy system.

Valid Tax 4 codes are listed and configured on the Tax 4 screen.

The customer's current available credit as maintained in the customer's profile.

Note:  Feature 6178 AND activating special credit checks are required to see this field. Activate at Configuration > Misc. > Other > System Settings > Location tab under Financial.
To see how Available Credit is calculated see the Formula for Calculating Available Credit section in this document.

The sold to name and address of the customer associated with the service quote.

An alternate address where the unit is to be shipped. This address defaults to the customer's main ship to address setup on the Ship to tab within Customer Profile. If additional ship to addresses exist, a Search icon will appear to the right of the field.

Taxes loaded on the Ship to location override the taxes loaded on the customer.

The user can set a pricing group to customer ship-to addresses. The pricing group is driven by CUDPG on CMASTR.

There is no edit on this field as it is a user-defined value.

The job code number and job code description associated to the segment.

If MULTIPLE appears in this field, more than one job code has been selected for the segment.