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Quoting & Estimating
The Quoting & Estimating system provides functions for the
creation and costing of new inventory items, the recording,
printing, tracking, and purging of quotations, and the conversion
of quotations into booked customer orders.
Functions are included for the copying and deleting of complete
item data bases including the inventory record and any associated
bill of material or routing. New items created may be designated
as being either temporary or permanent records. After the
creation of new items through the copy item data base function,
any records pertaining to that item may be modified through the
use of the file maintenance functions provided. Detail cost
buildups according to user-specified control parameters may also
be performed on newly created items. Temporary items which have
no activity may be purged from the system by item number or last
activity date.
Quotations may be entered, printed, converted to customer orders,
or purged from the system. Quote line items may be designated as
normal line items or options. The purge function can be
controlled by a range of quote numbers or a quote expiration
date.
Quoting & Estimating functions:
File maintenance functions
Quotation entry and editing
Print quotations
Convert quotations
Purge quotations
System management functions
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