Quote Adjustments: Listing
Use the Quote Adjustments Listing screen to search for, view, edit and copy work order quote adjustments and create a list of adjustments.
A quote adjustment specifies which general ledger account holds the difference between the quoted amount and the actual charged amount. When a customer is quoted an amount to perform work and you accept the quote, the quote data is propagated to the work order into the Quote/Estimate tab. Any difference between the amount quoted for each type of work, and the amount actually entered to the Segments tab, is posted to the General Ledger accounts defined in this table. Since this data is used for accounting and reports, each location must have its own quote adjustments for the relevant cash codes. Within the quote adjustment, the information is further subdivided into categories, with labor being the most frequently used.
To open the Quote Adjustments Listing screen, navigate to Configuration > Service > General Ledger > Quote Adjustments.
The sorting options on the Quote Adjustments Listing screen are:
| Sort by | |
|---|---|
| Field | Description |
| Status | Sort the search results by status. |
| Location | Sort the search results by branch location. |
The search fields appear the Quote Adjustments Listing screen are:
| Field | Description |
|---|---|
| Select Status | Search for work order Quote Adjustments by selecting a status (Customer, Warranty or Internal). |
| Select Location | Search for work order Quote Adjustments by entering a location. |
| Include Inactive | Select the checkbox to include inactive quote adjustments in your search. |
The fields on the Quote Adjustments Listing screen are:
| Field | Description |
|---|---|
| Status | The Status (Customer, Warranty, or Internal of this Quote Adjustment. |
| Location | The location where the quote adjustments will apply when a work order is created. |
Click on the Need to create a new quote adjustment? Click here to add link to add a new quote adjustment.
Click Close to complete your work on the Quote Adjustments screen.