Product Support - W/O 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 - Service Quoting | |
|---|---|
| Access Quotes | Gives the user access to the Work Order Quoting screens at Product Support > Service > Work Order Quoting. |
| Add Quote | Allows the user to add a work order quote from on the Work Order Quoting screen. When enabled, the Need to create a quote? Click here to add link appears. |
| Change Quote | Allows the user to save changes made to the Quote Header screen accessed by clicking on the Need to create a quote? Click here to add link on the Work Order Quoting screen. When enabled, a Save button appears. |
| Copy Quote | Allows the user to access the Segments to Copy screen accessed by moving the cursor over a Reference Number and selecting Copy from the drop down list on the Work Order Quoting screen. |
| Delete Quote | Allows you to delete a newly created quote on the Quote Header screen, accessed by clicking on the Need to create a quote? Click here to add link on the Work Order Quoting screen. When enabled, a Delete button appears. |
| Email Quote | Allows you to e-mail the work order 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. |
| Add Parts | Controls whether the user is authorized to add new parts from the application. When enabled, the system shows *No Master* with an Add link below. |
| 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 Margins | Allows the user to modify part margins when adding a part to the Parts tab. When enabled, the Margin field is outlined. |
| Mark Up of Totals | Allows the user to mark up labor totals for a work order quote (higher than the calculated values). Accessed though the Details tab by clicking on the Totals button. |
| Mark Down of Totals | Allows the user to mark down labor totals for a work order quote (lower than the calculated values). Accessed though the Details tab by clicking on the Totals button. |
| Reactivate Expired Quote | 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 Work Order Quoting screen. |
| Convert Work Order Quote to Parts Quote | Allows the user to convert a work order quote into a parts quote. When enabled, the Click here to convert this to a part quote link appears on the Quote Header tab. |
| Create Work Order/Requisition | Allows the user to accept a work order quote. When enabled, the If you would like to accept this quote click here link appears on the Quote Header tab. |
| Allows 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 Work Order Quoting by locking the Select Salesperson field. |
| Default Salesperson on Listing Screen | Determines if the user's default user ID is automatically placed in the Select Salesperson field on the Work Order Quoting Listing screens. |
| Add Ship To's | Allows the user to manually add a ship to address on demand from the Ship to Selection screen by clicking the Click here to add a ship to location 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. |
| Display Rate/Hour | Displays the Rate/Hour field on the Details tab. |
| Mandatory Rate Code | When enabled, the user must enter a valid rate code in the Rate Code field on the Details tab before they are permitted to continue to another tab or to close a work order. |
| Allow Print and Print Preview | When enabled, allows the user to access the Print and Preview buttons on the Printing Parameters tab of a service quote. |
| Access Multimedia | Gives the user access to the Multimedia tab within a work order quote. |
| Add Multimedia | Allows the user to add multimedia to a work order quote from the Multimedia tab. When enabled, two links appear at the bottom of the Multimedia tab (Click here to add a link from the IntelliDealer server and Add an external link). |
| Modify Multimedia | Allows the user to edit a multimedia link associated to a work order quote. When enabled, the file name under the thumbnail links to the Edit Link screen. |
|
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. |