Maintaining Quotes
Overview
A quote is effectively a contractual price book for one or more clients, in that, it is a tool that allows book prices for schemes and analytes to be discounted or overridden by a pricing structure contained within the quote.
Quotes can have org-scope or lab-scope. A quote can be shared by multiple client quotes.
Quotes are created and linked to a client quote for an optional project and optional contact, so that the pricing for schemes and analytes covered by the quote, as derived from an invoice's book price, either is discounted by a specified percentage, or is determined by the price schedule for the scheme and analyte contained within the quote, and the pricing for schemes and analytes not covered by the quote are discounted by a generic percentage.
Process
Quotes can be returned from a search so that they can be managed to set overrides to book prices for schemes and analytes.
Searched quotes can be exported to a report. Available report templates are defined in the SEARCH_REPORT_CCQUOTE application preference. Refer to Generating Grid Reports.
A quote's structure is similar to that of a price book, although quotes do not exist within a price catalogue—quotes are effectively their own price catalogue and price book. A quote contains the following details:
- Organisation Scope—Sets which client quotes can link to the quote. A client with org-scope can have a client quote with org-scope or lab-scope. A client with lab-scope can have a client quote with lab-scope only. An org-scope client quote can link to an org-scope quote only. A lab-scope client quote can link to an org-scope or lab-scope quote.
- Quote Code—Where it is not supplied by the user, a quote's Quote Code is generated by the syntax that is in scope and has a Syntax Type of Quote and a Syntax Code of QUOTE_CODE_SYNTAX. An error is raised if the syntax is subsequently not found. An error is raised if the Quote Code is not unique within the organisation. An error is raised if the Quote Code does not satisfy code validation, that is, if the code does not contain printable characters.
- Is Active—Indicates whether the quote is selectable for a client quote.
- Description—A description of the quote, passed to the client quote when the quote is attached to a client quote.
- Default Start Date and Default End Date—The default start date is mandatory, but default end date is optional, passed to the client quote when the quote is attached to a client quote.
- Quote Currency—The currency pertaining to quote pricing.
- Generic Discount—The discount applied to all schemes and analytes that are not covered by the quote.
A scheme or analyte can be added to a quote. Refer to Configuring Tests for a Quote, Maintain quotes, and Creating a New Quote from an Existing Quote for more information.
Related processes...
- Maintaining Tests for a Quote
- Configuring Currencies
- Configuring Price Codes
- Configuring Price Catalogues and Price Books
- Maintaining Price Catalogue Groups
- Configuring Invoice Details for a Laboratory
- Configuring Price Schedules in a Price Book or Quote
- Maintaining Clients
- Maintaining Quotes for a Client
- Maintaining Invoicing Details for a Client
- Maintaining Client and Client Contact Syntaxes
- Maintaining Invoice Syntaxes and Laboratory-based Numbering Patterns
- Maintaining Invoices
- Maintaining Job Invoices in Registration
- Maintaining Job Invoices in an Invoice
- Generating WIP and Estimate Job Invoices
- Releasing Invoices
- Appendix—Pricing Engine
