Product Support - Equipment Quoting
To access the Work With Security Switches screen, click the link for the desired system or switch. You can control access to the security switch for individual users or user groups.
| Security Switches - Equipment Quoting | |
|---|---|
| Access Quotes | Gives the user access to the Equipment Quoting screen at Product Support > Equipment > Equipment Quoting. |
| Add Quotes | Allows the user to add a new equipment quote on the Equipment Quoting screen. When enabled, the Need to create a quote? Click here to add link appears. |
| Change Quote | Allows the user to save changes to a new quote on the Quote Header screen. When enabled, a Save button appears. |
| Delete Quote | Allows the user to delete a newly created quote on the Quote Header screen. When enabled, a Delete button appears. |
| Copy Quote | Allows the user to copy an equipment quote. When enabled, a Copy option appears in the drop down list accessed by moving the cursor over a Reference Number number on the Equipment Quoting screen. |
| Email Quote |
Allows the user to e-mail the equipment quote. Accessed by clicking on the Preview button on the Printing Parameters screen. When enabled, a preview of the quote appears with an E-mail button at the bottom of the quote when the quote has a status of pending or quoted and it is a preview of the generic quote. |
| Allow ? Stock Number on Sale |
Allows the use of a ? in place of a stock number on equipment sales. You can configure General Ledger accounts with an Application Type. The configuration links Equipment, Fixed Assets, and Part Inventory systems to the General Ledger system. A General Ledger account that is tagged with an Application Type requires the user to enter a stock number or part number when posting to it outside of a journal entry. This ensures that the account is synced back to the General Ledger. You can use a ? as a placeholder to bypass this requirement. Doing so posts the entry to the G/L and not the equipment system. As best practice, VitalEdge recommends that you do not bypass the stock number. |
| Allow ? Stock Number on Trade |
Allows the use of a ? in place of a stock number on equipment trade ins. See above for usage recommendations. |
| Convert Quote to Invoice |
Allows the user to convert a quote to an invoice on the Quote Header screen. When enabled the Click here to move this accepted quote to an invoice appears. Note: Quotes to prospect status customers cannot be converted to invoices. |
| Add Parts | Allows the user to add parts onto an equipment quote. |
| Allow Parts Pricing Modification (Vendor 'GL' Not Affected) |
When enabled, the user can modify the price field when adding a part to the Parts tab, regardless of its vendor. When disabled, for a part where the vendor is not GL, the price is display only. If the part has vendor GL then the user can modify the price. |
| Modify Parts Margin | Allows the user to modify part margins when adding a part to the Parts tab. When enabled the Margin field is outlined. |
| Reactivate Expired Quotes | Allows the user to reactive expired quotes. When enabled a Reactivate option appears in the drop down list, accessible by moving the cursor over a Reference Number number on the Equipment Quoting screen. |
| Allow Parts Import | Gives the user access to the Import screen which allows the user to import parts. When enabled an Import button appears on the Parts tab. |
| Secure by Salesperson | When enabled, prevents the user from searching by salesperson on the screens within Equipment Quoting by locking their salesperson ID in the Select Salesperson field. |
| Default Salesperson on Listing Screen | When enabled, the user's default user ID is automatically placed in the Select Salesperson field on the Equipment Quoting Listing screens. |
| Add Ship To's | Allows the user to manually add a ship to address on demand from the Ship to Search screen by clicking the link at the bottom of the screen. |
| Secure Tax/AvaTax Codes | Secures the Tax code fields so they cannot be changed once they have been assigned a valid tax code (including blanks). |
| Secure Taxable To Exempt | Prevents the user from changing a tax code to a tax exempted code if the default tax code is a taxable tax code. |
| Access Financing Options Tab | Gives the user access to the Financial Options tab through Equipment Quoting by clicking on a Reference Number or Need to create a quote? Click here to add link. |
| Allow Build Units | Allows the user to create a quote using base and option codes if a specific stock number is not available. A Build Unit link appears on the Details tab which allows you to select the desired codes. |
| Add Stock Number for Build Units | Gives the user access to the Create New Stock #, Stock # and Machine Serial Number fields on the Assign Stock Number screen. |
| Must Have Evaluation for Trade In | When enabled, the system ensures that the trade-in specified (Serial Number) has a corresponding current evaluation on file. If there is no current evaluation , the system does not allow a trade-in to be specified. |
| Issue Stop Message if Trade In Value Differs from Evaluation | When enabled, a stop message is issued if a trade-in value differs from the evaluation value. |
| Allow Prospect Customers To Be Quoted |
Allows Prospect status customers to be used when creating an equipment quote. Note: Quotes to prospect status customers cannot be converted to invoices. |
| Allow Quick Add | Allows the user to quick add a work order or job request from the Open Work Orders screen. The link Quick Add Work Order/Request appears if the switch is set to Work Order only , Job Request only, or Either a Work Order or Job Request. |
| Access Multimedia | Gives the user access to the Multimedia tab when creating or modifying an equipment quote. |
| Add Multimedia | Allows the user to add multimedia files to an equipment quote in the Multimedia tab. |
| Modify Multimedia | Allows the user to modify or delete multimedia files associated with an equipment quote in the Multimedia tab. |
| Allow Print And Print Preview | Allows the user to access the Print and Preview buttons on the Printing Parameters tab of an equipment quote. |
| Access Attachments | Allows the user to access the Attachments tab on an equipment quote. |
| Margin Worksheet Mandatory | Makes completion and approval of the Margin Worksheet mandatory for all new equipment quotes created within the system. If this switch is turned on, then the user must use a margin worksheet to create a equipment quote. If the switch is turned off, then a margin worksheet is optional when creating an equipment quote. |
| Unaccepted Margin Worksheet to Invoice | Grants the user the authority to convert a quote to an invoice after the margin worksheet has been forwarded to (but not approved by) at least a Level 1 Manager. |
| Auto Reject Worksheet When Margin Changes After Acceptance | Forces the user to resubmit the Margin Worksheet after it has already been accepted by a manager if the margin changes (for example, if a cost is posted to the unit on the quote after the worksheet was accepted). |
| Edit Quote From Worksheet Listing | Allows users who have been configured as Level 1, 2 or 3 managers to edit a quote using the Margin Worksheet. |
| Access Memos | Allows the user to access the Memos tab on an equipment quote. |
| Modify Memos | Allows the user to access the Equipment Memos screen. |
| Allow Customer Discounts | Allows the user to access the Discount drop down list on the Customer - Quote Header tab. |
| Restrict Printing Prior To Accepted Worksheet | Prevents the user from printing the Margin Worksheet before it has been accepted by a manager. |
| Allow Override Of Reserves | Allows the user to override the margin reserve values on the Margin Worksheet if the User Override checkbox is selected on the Margin Reserves screen for the selected margin reserve. |
| Allow Override Of Programs | Allows the user to override the margin program values on the Margin Worksheet if the User Override checkbox is selected on the Margin Programs screen for the selected margin program. |
| Allow Override Of Additional Costs | Allows the user to override the margin additional cost values on the Margin Worksheet if the User Override checkbox is selected on the Margin Additional Costs screen for the selected margin additional cost. |
| Modify Pending Approval Quote | Allows the user to modify a quote that is in Pending Approval status. |
|
Default Responsible Salesperson to Customer Profile |
Allows access to the checkbox Default Responsible Salesperson to Customer Profile. This checkbox determines whether the system should use the customer's default responsible salesperson from their customer profile to populate the Responsible field. |