Quotation Status Codes Table

OBJECTIVE

The Quotation Status Codes Table is used to define the statuses used to enter quotations.

You can customize twenty-two (22) quotation status codes. Codes designated with the letters A, G, L, P and V and the numbers 1 and 2 are the default system codes. The location in which you add a new code to the table is important in determining the path in which the quotation is available in the Quotations option. For example, if the status is added between the Received (A) and Submitted (G) statuses, the quotation will be in the Display quotations with a Received status path.

 

Steps

maestro* > Projects > Estimating > Configuration > Quotation Status Codes Table

 

Create a quotation status

1. Enter the required information in the Approval Code Table tab:

The default system statuses cannot be modified or deleted.

 

Field	Description
Code	Quotation status code. NOTE: All codes that have no descriptions are available.
French Description	French description of the quotation status code. NOTE: This description is displayed in the Status field of the Quotations option.
English Description	English description of the quotation status code. NOTE: This description is displayed in the Status field of the Quotations option.
Construction Quotation	Status available for the Construction Quotation transaction type, if the box is checked.
Distribution Quotation	Status available for the Distribution Quotation transaction type, if the box is checked.
Transfer Allowed	Allows the transfer of quotations with this status, if the box is checked.
Advanced Miscellaneous	Restricts access by Status. Advanced - Available values. Access to transfer Restricts access to certain transfers. NOTE: The user will only have access to the transfers in Quotations for which the Accessible column is checked, based on the status of the quotation. Access to fields Restricts access to edit mode to the cost, selling price and quotation administration fee fields with this status. Miscellaneous - Available values. Form to print for this status Used to specify a form that can be printed automatically when a quotation is saved with this status. The user will be asked whether or not he wants to print the form. User to send a task to his maestro* calendar / Assignment List Lets you specify one or more recipients who will receive a task in the event calendar when a quotation is saved with this status. Validate the quotation before saving Used to automatically start checking quotations with this status before saving.

2. Click Save.

 

See also

• Quotations

 

Last modification: May 18, 2024