You can set up default values that will be used for all quotation lines, created from this point on, in the Smart quotation entry session.
- Select the Work with sales quotations menu item, highlight the applicable sales quotation and select the Lines option.
- On the Work with sales quotation lines panel, click the Smart entry function key.
- Toggle to the applicable Smart sales order entry panel/mode and click the Defaults function key.
- You access the Line default values window, where the following can be set up with default values.
- Dsp
- Displays the dispatch date for the quotation line. Enter the new dispatch date.
- Eng
- This field is only displayed if the quotation you are entering is for a Service order. Enter the engineer code which connects items and labour to the specified engineer. This will be the default for all service quotation lines that you enter from this point on.
- Req
- Enter the requested dispatch date for the quotation line.
- Disc ID
- Enter a discount ID. This field is mandatory if either Disc amount or Disc % are used.
- Disc amount
- Enter the discount amount per unit to be allowed on all quotation order lines entered from this point on. If entered, the Disc % field must be blank.
- Disc %
- Enter the manual discount percentage to be allowed on all quotation lines entered from this point on. If entered, the Disc amount field must be blank.
- FOC
- Set this field to YES if you want all quotation lines, entered from this point on, to be free-of-charge. Otherwise, set this field to NO. Note: If any order lines, with an existing price, are to be given to the customer free-of-charge, the system will keep the existing price if you do not manually change the price to zero (0). The invoice will display the price that the customer would normally pay, but it will not be included in the total invoice amount.
Click OK. All quotation lines entered from this point on will have the default values you defined.