Settings for Sales - Sales quoting
Setting name | Description |
Approval for Agreement expiration date days on Sales Quote (CQU) | Value in this setting is the number of days you can add forwards in the Agreement expiration date field, -before you have to approve the Agreement expiration date when creating a new Sales Qoute Item (CQU-ITM). If CSV/CusQuoteSetExpireEqualValidTo is "ON" - the Agreement expiration date will automatically be created with X days (value from this setting) ahead from todays date. If his setting is 'OFF' - Agreement expiration date will be the same as Expiration date on CQU. Value in this setting must be a number of days. If CSV/CusQuoteSetExpireEqualValidTo is activated, - the Agreement Expiration Date will be X days ahead from today. In combination with the functionality in CSV/CusQuoteSetExpireEqualValidTo, - this set-up will give default date for approving Expiredate of CQU-ITM |
Approval for Expiration date days on Sales Quote (CQU) | Value in this setting is the number of days you can add forwards in the Expiration date field, - before you have to approve the Expiration date before registrating the Sales Quote (CQU). If the value is set to '$DATE+30', there will be an approval required if Expiration date is set to an later date than 30 days from today. Format to be used: $DATE+N (N for numbers) PS: This functionality is only working if the Agreement expiration date field on Sales Quote Item is empty. |
Attach files when sending Sales Quote (CQU) by email | Decide if emails sent from Sales Quote (CQU) documents should attach the attached files or not. If value is "ON" - Only selected attachment will be sent. If value is "OFF" - Send automatically all attached files. If settings is "OFF" (not activated) - Attachments will not be sent. |
Buffer quantity limit on Sales Quote (CQU) | Value in this setting is a limit in percent, checked against Buffer quantity field on Sales Qoute (CQU). If Buffer quantity is higher than this percentage out of total quantity of the item, -the item must be approved before the document can be registrated. |
Decimals in Amount field on documents | Sets the number of decimals for the Gross Amount field according to the archive Sales Order, Sales Invoice.. (COA/CIN/...) |
Decimals in Price field on documents | Sets the number of decimals for the Gross Price field according to the archive Sales Order, Sales Invoice.. (COA/CIN/...) |
Sales Quote Item (CQU-ITM) Agreement expiration date days | Value in this setting is a number of days after the Agreement expiration date on Sales Quote Item (CQU-ITM) has expire, - before Sales Quote item will change to status 9. Just for info: This setting for Agreement Expiration date will override the setting for Expiration date days |
Sales Quote Item (CQU-ITM) Agreement Expiration Date warning | Value in this setting is a number of days before the Agreement Expiration Date on Sales Quote Item (CQU-ITM) is reached, - that status will change to 6 (warning status). |
Sales Quote Item (CQU-ITM) Expiration date days | Value in this setting is a number of days after the Expiration date is passed, -that status on Sales Quote Item (CQU-ITM) will change to status 9. |
Sales Quote Item (CQU-ITM) Expiration Date warning | Value in this setting is a number of days before the Expiration Date on Sales Quote Item (CQU-ITM) is reached, - that status will change to 6 (warning status). |
Set Agreement Expiration Date equal to Expiration date on Sales Quote Item (CQU-ITM) | If this setting in "ON" - Agreement Expiration Date on Sales Quote Item (CQU-ITM) will be the same as Expiration date when creating a new item. NOTE: If the setting CSV/CusQuoteDefaultExpireApprovalDays has a value (numbers of days), Sales Quote Item will get Agreement Expiration Date X days ahead from todays date, and will need approval before Agreement Expiration Date exceed this number of days. If this setting is 'OFF' - Agreement Expiration Date will be empty, even if CSV/CusQuoteDefaultExpireApprovalDays has a value |
Show Docby Popup Before Registering Sales Quote (CQU) | If this setting is"ON" - Docby Popup will show before you can register a Sales Quote (CQU). In this popup you can select how the document should be sent to customer. |