Prerequisite

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

  RE1 (Sales rep 1), RE2 (Sales rep 2),

Sizing

  REP :  Sales reps

Authorizations

As data is linked to a site, a filter per site can be activated.

Inquiry screens

The screens of this inquiry function can be set up (code CSQ) via the corresponding setup function.

The preset screens delivered as standard are the following :

  ALL : Quotes Full

  STD : Quotes Standard

Tables used

No table is updated through this function which is an inquiry function. But information extracted from the following tables is used :

Table

Table description

BPCUSTOMER [BPC]

Customers

COMPANY [CPY]

Company

FACILITY [FCY]

Sites

SQUOTE [SQH]

Quote header

SQUOTED [SQD]

Quote detail