Configuration

OBJECTIVe

The Configuration option is used to determine the default information used to create quarry or concrete quotations.

Steps

maestro* > Tickets > Quarry Tickets > Aggregate Quotations > Configuration

maestro* > Tickets > Concrete Tickets > Concrete Quotations > Configuration

Entering Configurations

In the Configuration window, click on General in the menu on the left.

Field

Used to

Concrete Quotation Counter

Indicates to maestro* the next concrete quotation number to be created.

Quarry Quotation Counter

Indicates to maestro* the next quarry quotation number to be created.

Leading Zeroes?

Adds zeroes to the quotation number format.

Right justify the manually entered numbers

If checked, the quotation numbers entered manually in the Quotation field are centered. By default, the box is not checked and manually entered numbers are aligned to the left.

NOTE: The numbers automatically assigned by maestro* are centered.

End Date for Concrete Quotations

Date displayed by default in the Quotation End Date field when a new concrete quotation is created.

End Date for Quarry Quotations

Date displayed by default in the Quotation End Date field when a new quarry quotation is created.

Use the quotation number as the PO number?

Allows the user to use the quotation number as the purchase order number if the Purchase Order field is empty and if the Type field is set to Specific when the quotation is saved.

NOTE: This number is used in Define Customer Pricing to display prices specific to this quotation.

Validate the external code for a new customer

Requires the user to complete the External Code field from Customer Management when a new customer is created. For example, the external code may be the supplier number with the customer.

Supplier Type for Carriers

Allows the user to define the supplier type for the transport. The suppliers that correspond to this type are displayed in the Suppliers and Truck Types grid of the Product Price tab of the quarry quotations.

Validate job no when transferring quotation

Requires the user to enter a number in the Job No field of the quotation to allow its transfer.

Ignore “Define Customer Pricing” prices and use quotation prices

If checked, the discounts entered in the Define Customer Pricing option will be ignored.

Field	Used to
Concrete Quotation Counter	Indicates to maestro* the next concrete quotation number to be created.
Quarry Quotation Counter	Indicates to maestro* the next quarry quotation number to be created.
Leading Zeroes?	Adds zeroes to the quotation number format.
Right justify the manually entered numbers	If checked, the quotation numbers entered manually in the Quotation field are centered. By default, the box is not checked and manually entered numbers are aligned to the left. NOTE: The numbers automatically assigned by maestro* are centered.
End Date for Concrete Quotations	Date displayed by default in the Quotation End Date field when a new concrete quotation is created.
End Date for Quarry Quotations	Date displayed by default in the Quotation End Date field when a new quarry quotation is created.
Use the quotation number as the PO number?	Allows the user to use the quotation number as the purchase order number if the Purchase Order field is empty and if the Type field is set to Specific when the quotation is saved. NOTE: This number is used in Define Customer Pricing to display prices specific to this quotation.
Validate the external code for a new customer	Requires the user to complete the External Code field from Customer Management when a new customer is created. For example, the external code may be the supplier number with the customer.
Supplier Type for Carriers	Allows the user to define the supplier type for the transport. The suppliers that correspond to this type are displayed in the Suppliers and Truck Types grid of the Product Price tab of the quarry quotations.
Validate job no when transferring quotation	Requires the user to enter a number in the Job No field of the quotation to allow its transfer.
Ignore “Define Customer Pricing” prices and use quotation prices	If checked, the discounts entered in the Define Customer Pricing option will be ignored.

Complete the required information in the Transfer of Customer Discounts section:

Field

Used to

Discount valid until the quotation end date?

Indicates to maestro* that the discount should be applied until the date entered in the End Date for Quarry Quotations field.

NOTE: This date is entered in Define Customer Pricing.

Customer Statement by Quotation Form

Form used by default to print an account statement by quotation.

Field	Used to
Discount valid until the quotation end date?	Indicates to maestro* that the discount should be applied until the date entered in the End Date for Quarry Quotations field. NOTE: This date is entered in Define Customer Pricing.
Customer Statement by Quotation Form	Form used by default to print an account statement by quotation.

Complete the required information in the Internal Quotation Transfer section :

Field

Used to

Transfer internal quotation prices to Supplier Pricing

When checked, and when a Project - Specific type quotation is transferred, this box activates the update of the supplier specific price per project table in the supplier discounts table. The prices are thus saved in function of the project indicated in the quotation and they can then be used to establish internal ticket prices linked to this quotation.

NOTE: This box is not checked by default. Furthermore, all prices indicated in the last transferred quotation have precedence to those of other quotations when more than one quotation, linked to the same project, and in which the same products can be found, are transferred.

Discount valid until the quotation end date

When checked, this box indicates that the end of the quotation date must be considered in the quotation price transfer in the supplier discounts table. This makes sure that the prices will not be valid following this date.

NOTE: This box is not checked by default.

Field	Used to
Transfer internal quotation prices to Supplier Pricing	When checked, and when a Project - Specific type quotation is transferred, this box activates the update of the supplier specific price per project table in the supplier discounts table. The prices are thus saved in function of the project indicated in the quotation and they can then be used to establish internal ticket prices linked to this quotation. NOTE: This box is not checked by default. Furthermore, all prices indicated in the last transferred quotation have precedence to those of other quotations when more than one quotation, linked to the same project, and in which the same products can be found, are transferred.
Discount valid until the quotation end date	When checked, this box indicates that the end of the quotation date must be considered in the quotation price transfer in the supplier discounts table. This makes sure that the prices will not be valid following this date. NOTE: This box is not checked by default.

Click on Save.
Click on Quit.

Configuration

OBJECTIVe

Steps

Entering Configurations

see also