This option can be used to setup the Status Codes to be applied to the standard Rental and Sale quotes in Quotations and also to the separate Sale Approval Quotes.
The codes can be maintained in the Quotation Status Codes window
in the "General Settings" on the Operations tab of the
Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Operations - Quotation
Status Codes in order to access this table.
The Status Codes can be updated on standard rental and
sales quotes when they are created in Quotations and when converted in any of the
convert utilities, and also in the Quotation
Status Codes update utility, if the operator has role
permission giving Access To Quotation Status Codes as
defined in the "Miscellaneous" window of Security Role Permissions.
The Quotation Status Report can be generated
for standard quotes.
The Status Code may be up to two digits, letters or numbers, with a description for each Status Code.
e.g. STATUS CODE DESCRIPTION ----------- ----------- UNASSIGNED A ACTIVE - CLOSING SOON D DELETE IA INACTIVE PP MUST BE PRE-PAID
Note: A blank code is required to allow for no status code on a quote.
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