# Quote Entry (QUOTE.E)

Read Time: 3 minute(s)

Quote.Number Enter the number of the quote you wish to enter or update. To assign a new, sequential quote number, leave this field null.

Load If you wish to load an existing quote, enter that quote number here.

Co.Code Enter the company code for this quote. If only one code exists it will automatically be inserted into this procedure for you. The company code must be predefined in the CO.CONTROL procedure.

Date Enter the quote date as you want it to appear on the printed quote.

Expire Date The date on which this quote expires. This is originally defaulted by adding the valid days from the QUOTE.CONTROL screen to the quote date. It may then be changed as required.

Status This field contains a code which identifies the current status of the quote. When first entered, an "N" is automatically placed into this field. When the quote has been approved for use on a sales order, enter "A". To close or cancel a quote, enter "C".

Prospect If you wish to load the name and address data from a prospect, enter the prospect number.

Cust Enter the number of the customer to which the part is being quoted. The customer
information will automatically be loaded from the customer file.

Name The name of the customer as it appears in the customer file. It may be changed here without affecting the customer master record.

Address Enter the customer street address, city, state and zip code.

Phone The telephone number of the customer.

Contact The name of the contact person at the customer.

Quote.By The name of the person who originated this quote.

Part Enter the part number being quoted.

Rev The revision number currently assigned to this part.

Desc The description of the part being quoted.

Qty This field is used to define the quantity being requested by the customer. This is a text field only and is not used as part of the calculations.

Rep The rep number assigned to this customer.

Rep Name The name of the rep as it appears in the Rep file.

Comm The commission percentage given to the associated sales rep.

Misc.Amt Enter any miscellaneous charges to be added to the bottom line of the quote. This amount will not be use as part of the individual quantity break calculations.

Misc.Desc Enter a one line description to identify the miscellaneous charge being applied.

Other Enter any additional costs which will be applied to the unit cost calculated for each quantity break.

Other.Desc Enter a description of the other cost being applied.

Notes Any miscellaneous notes about this quote.

Qty The field contains the quantity breaks which are identified on the detail screen. They are shown here for informational purposes only. All changes must be made on the detail screen.

Cost The field contains the tota costs which are identified on the detail screen. They are shown here for informational purposes only. All changes must be made on the detail screen.

Price The field contains the prices which are identified on the detail screen. They are shown here for informational purposes only. All changes must be made on the detail screen.

Version 8.10.57