Quotation Status codes can be setup in Status Codes, to be assigned to a quote when it is created in Quotations and then updated when the quote is converted to an invoice or rental document in any of the convert utilities.
Default "new" and "convert" Status Codes can be setup in Company Quotation Parameters.
When this window is triggered, the operator has the ability to
over-ride the default Status Codes.
This window is triggered in Convert Quote to
Contract, Convert Quote to
Reservation, and in Convert Quote to
Invoice, if the operator has Security Role
Permissions giving Access To Quotation Status Codes as
set in the "Miscellaneous" window.
This window is suppressed if the operator does not have this role
permission.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |