Screen flows

• Submit—Validate and save the changes.
• Refresh—Reload the original data. Any changes made since the last submit are lost.
• New—Create a new item related to the application.
• Save As—Create a new item based on the information provided by an existing item.
• Delete—Confirm and delete the current item.
• New Search—Return to the Search screen and clear the search results and the search criteria.

• Add Tests from Sample Template—Add tests from a template sample to the quote.

• Search Samples for Tests—Add tests from one or more samples to the quote.

Header

• Organisation Scope

  Indicates whether this entity is available organisation-wide or laboratory-wide.

  • Checked—The entity is available to users who are logged into any laboratory within the organisation.
  • Unchecked—The entity is only available to users who are logged into the current laboratory.

  Setting the quote's scope upon successful creation depends upon the user's security level for the CCQUOTE:CREATE resource. The possible security levels for the resource, from greater scope to lower scope, are:

  • full—full
  • 3—LAB AND ORG
  • 2—ORG ONLY
  • 1—LAB ONLY

  A user can have multiple roles, and each role can contain different rights. Any of these role-right combinations may contain the resource.

  If the resource does not exist across all role-right combinations for the user, then the user has no access to the resource. Otherwise the user's security level for the resource is determined as the greatest scope across all role-right combinations for the user. For example, if a user has Role1 that contains RightA, and Right A contains security level 2 for the resource, and the same user has Role2 that contains RightB, and RightB contains security level 1 for the resource, then the user has a security level of 2 for the resource.

  The selection in this field can determine the visibility for other fields in this form, and the content of various drop-down selection lists.

• Quote Code

  The unique code assigned to the quote. Upon quote creation:

  • The Quote Code can be either entered manually or generated by the syntax that is in scope and has a Syntax Type of Quote and a Syntax Code of QUOTE_CODE_SYNTAX.

  • Where no Quote Code is entered and the syntax is not found, or the syntax is found but the syntax cannot generate a code, then an error is raised.

  • Where the entered or generated Quote Code is not unique within the organisation, then an error is raised.

  • Where the entered or generated Quote Code does not satisfy code validation, that is, if the code contains non-printable characters, then an error is raised.

  Note: Where the Quote Code field is flagged as mandatory in the screen personalisation, then the code must be entered manually. The syntax only comes in to play where the Quote Code field is not flagged as mandatory in the screen personalisation.

• Is Active

  Indicates whether the entity is available in drop-down lists when selecting a category for an entity. An inactive entity cannot be selected for use.

• Description

  The description of the entity.

• Quote Category

  A category assigned to the quote. Selected from categories with a Category Type of QUOTE.

• Default Start Date

  The default date-time for a client quote's Start Date when the client quote is linked to the quote.

• Default End Date

  The default date-time for a client quote's End Date when the client quote is linked to the quote.

• Quote Currency

  The currency associated with the quote. Currency is set upon create and cannot be updated. A currency may be selected from the drop-down list that contains active currencies, as configured in the MSECUR—Currency application.

• Generic Discount

  The generic discount applied to a line item raised for any scheme or analyte NOT covered by the quote. Only applied when the job invoice is linked to a quote (that is, either the job invoice's Generic Discount is applied or the quote's Generic Discount is applied).

Tests Tab

The scheme and scheme analytes covered by the quote.

The tests grid is used to add or remove schemes or analytes from the quote, and to specify a generic discount for schemes and analytes not covered by the quote.

The Search Samples for Tests button allows a sample search using the CCSAMP—Search Sample application, to add tests from one or more selected samples, and the Add Tests From Sample button allows a single sample to be located using criteria entered in a dialog box, to add tests from a selected sample, including the option to only add invoiceable tests.

• Scheme Analyte Grid

  The schemes and analytes covered by the quote.

  Scheme-level details for the quote appear in the scheme rows. Where the scheme's Price Type is Sample-Based, Scheme-Based or Unit-Based, then a Price Code displays for the quote scheme.

  Analyte-level details for the quote appear in the analyte rows. Where the scheme's Price Type is Analyte-Based, then a Price Code displays for the quote scheme analyte.

  • Row flows

    • Create Price Schedule—Create a price schedule for the selected test covered by the quote. If this option is greyed out, a price schedule for the test has already been created in the quote, in which case, click Edit Price Schedule to update the price schedule. The newly created price schedule inherits all the properties and schedule items from the default price book's Price Schedule.

    • Edit Price Schedule—Edit a price schedule for the test covered by the quote. This opens the CCPRCSCHD—Update Price Schedule screen. If this option is greyed out, a price schedule for the test has not been created in the quote, in which case, click Create Price Schedule to create a price schedule for the test in the quote.

    • Delete Price Schedule—Delete a price schedule for the selected test covered by the quote. If this option is greyed out, a price schedule for the test does not exist in the quote.

  • Grid flows

    • Change Prices (Analytes Only)—Change prices for analytes in a scheme with a Price Type of Analyte-Based.

    • Remove Analyte—Remove selected analytes from the quote.

    • Create Price Schedule—Create a price schedule for the selected test covered by the quote. If this option is greyed out, a price schedule for the test has already been created in the quote, in which case, click Edit Price Schedule to update the price schedule. The newly created price schedule inherits all the properties and schedule items from the default price book's Price Schedule.

    • Change Prices (Scheme Only)—Change prices for schemes with a Price Type of Scheme-Based, Sample_Based or Unit-Based.

    • Remove Scheme—Remove selected schemes from the quote.

  • Scheme row—Scheme Name

    The name of the scheme the sample. Display only.

  • Scheme row—Scheme Code

    The code for the scheme on the quote. Expand the scheme to display its analytes. Display only.

  • Scheme row—Invoiceable

    Indicates whether the scheme is invoiceable when a job invoice that is linked to the quote is priced.

  • Scheme row—Price Code

    The price code associated with the quote scheme. Display only. Defaults to the scheme's Price Code when a master scheme is added to the quote, and from the template sample scheme when tests from a sample is added to the quote. When a master scheme is added to the quote:

    • If the quote has org-scope, and an org-scope scheme is added to it, then the quote scheme's Price Code defaults from the org-scope scheme.

    • If the quote has lab-scope, and an enabled-scope scheme (that is, an org-scope scheme that is enabled for use by the laboratory) is added to it, then the quote scheme's Price Code defaults from the enable-scope scheme.

    • If the quote has lab-scope, and a lab-scope scheme is added to it, then the quote scheme's Price Code defaults from the lab-scope scheme.

    • If a price schedule is created for the quote scheme, then the price code is set to a concatenation of the Quote Code and a numerical running sequence of price schedules created for the quote.

  • Scheme row—Price Type

    The type of pricing for the price code. Display only. A scheme's Price Type can be:

    • Not Priced—The scheme and its analytes are not costed nor invoiced.

    • Sample-Based—The scheme is charged on a ’per sample’ basis with underlying granularity to allow for sliding scale charging based on sample numbers associated with the invoice, regardless of the scheme type or the number of invoiceable analytes in the scheme associated with the invoice. The scheme must be linked to a Price Code where the price code's Price Type is Sample-Based.

    • Scheme-Based—The scheme is charged on a ’per Scheme’ basis with underlying granularity to allow for sliding scale charging based on the number of costed or invoiceable analytes in the scheme associated with the invoice. The scheme must be linked to a Price Code where the price code's Price Type is Scheme-Based.

    • Unit-Based—The scheme is charged on a ’per unit’ basis, where a unit is typically a measure of duration (for example, based on the number of hours taken to perform a job scheme, or the number of kilometres travelled for preparation), with underlying granularity to allow for sliding scale charging based on the number of invoiceable units in the scheme associated with the invoice. The scheme must be linked to a Price Code where the price code's Price Type is Unit-Based.

    • Analyte-Based—The scheme is charged based on the presence of a result on a ’per analyte’ basis with underlying granularity to allow for sliding scale charging based on the magnitude of the analytical result. The invoiceable analytes within the scheme must be linked to a Price Code where the price code's Price Type is Analyte-Based.

  • Scheme row—Discount

    The discount for the scheme on the price determined from the price book or quote at invoicing time, when a job invoice that is linked to the quote is priced.

  • Scheme row—Base Price

    Where a price schedule is not created for the quote scheme and only a discount is applied for the quote, then:

    • The base price is the indicated base price for the scheme when the quote is applied to an invoice.

      This is an indicated amount only as the base price is determined using the client's default price book for quotes. A client's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

    Where a price schedule is created for the quote scheme, such that it is applied in preference to the price schedule from an invoice's price book, then:

    • The base price is the base price as specified in the quote scheme's price schedule.

  • Scheme row—Base Price Note

    The base note for the scheme, to accompany the base price on an invoice. Defaults to the price schedule's Base Price Note for the price schedule in the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier.

  • Scheme row—Fixed Block Price

    Where a price schedule is not created for the quote scheme and only a discount is applied for the quote, then:

    • The fixed block price is the indicated fixed block price for the scheme when the quote is applied to an invoice.

      This is an indicated amount only as the fixed block price is determined using the client's default price book for quotes. A client's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

    Where a price schedule is created for the quote scheme, such that it is applied in preference to the price schedule from an invoice's price book, then:

    • The fixed block price is the fixed block price as specified in the quote scheme's price schedule.

  • Scheme row—Fixed Block Price Note

    The block price note for the scheme, to accompany the block price on an invoice. defaults to the price schedule's Block Price Note for the price schedule in the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier.

  • Scheme row—Estimate Price

    The estimate price is determined for a quote scheme as follows. Where the scheme's Price Type is:

    • Sample-Based—Then as though the scheme had one invoiceable sample scheme

    • Scheme-Based—Then as though the scheme had one invoiceable sample scheme analyte

    • Unit-Based—Then as though the scheme had one invoiceable sample scheme and the job scheme had one unit,

    such that:

    Quote scheme's Base Price defined?	Quote scheme's Fixed Block Price defined?	Quote scheme price schedule exists?	Estimate Price
    N	N	N	Estimate price uses base price and block price from the context price book, with the quote scheme's Discount applied.
    Y	N	N	Estimate price uses base price from the quote scheme's Base Price, and uses block price from the context price book, with the quote scheme's Discount applied.
    N	Y	N	Estimate price uses base price from the context price book, and uses the quote scheme's Fixed Block Price, with the quote scheme's Discount applied.
    Y	Y	N	Estimate price uses base price and block price from the quote scheme's Base Price and Fixed Block Price, respectively, with the quote scheme's Discount applied.
    N	N	Y	Estimate price uses base price and block price from the quote scheme price schedule, with the quote scheme's Discount applied.
    Y	N	Y	Estimate price uses base price from the quote scheme's Base Price, and uses block price from the quote scheme price schedule, with the quote scheme's Discount applied.
    N	Y	Y	Estimate price uses base price from the quote scheme price schedule, and uses the quote scheme's Fixed Block Price, with the quote scheme's Discount applied.
    Y	Y	Y	Estimate price uses base price and block price from the quote scheme's Base Price and Fixed Block Price, respectively, with the quote scheme's Discount applied.

    Note that the estimate price is an indicated amount only.

    The price book in context is as follows:

    • Where the quote is opened in context of a client, then the price book in context is the client's default price book. A client's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

    • Where the quote is opened in context of no client, then the price book in context is the laboratory's default price book. A laboratory's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the laboratory's Default Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

  • Analyte row—Analyte Name

    The name of the analyte. Display only.

  • Analyte row—Code

    The code for the analyte. Display only.

  • Analyte row—Invoiceable

    Indicates whether the analyte is invoiceable when a job invoice that is linked to the quote is priced.

  • Analyte row—Price Code

    the price code associated with the quote scheme analyte. Display only. Defaults to the scheme version analyte's Price Code when an analyte from a master scheme is added to the quote, and from the template sample scheme analyte when tests from a sample is added to the quote. When an analyte from a master scheme is added to the quote:

    • If the quote has org-scope, and an org-scope analyte is added to it, then the quote analyte's Price Code defaults from the org-scope scheme version analyte.

    • If the quote has a lab-scope, and an enabled-scope analyte (that is, an analyte in an org-scope scheme that is enabled for use by the laboratory) is added to it, then the quote analyte's Price Code defaults from the enable-scope scheme version analyte.

    • If the quote has lab-scope, and a lab-scope analyte is added to it, then the quote analyte's Price Code defaults from the lab-scope scheme version analyte.

    • If a price schedule is created for the quote scheme analyte, then the price code is set to a concatenation of the Quote Code and a numerical running sequence of price schedules created for the quote.

  • Analyte row—Discount

    The discount for the analyte, on the price determined from the price book or quote at invoicing time, when a job invoice that is linked to the quote is priced.

  • Analyte row—Base Price

    Where a price schedule is not created for the quote analyte and only a discount is applied for the quote, then:

    • The base price is the indicated base price for the analyte when the quote is applied to an invoice.

      This is an indicated amount only as the base price is determined using the client's default price book for quotes. A client's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

    Where a price schedule is created for the quote analyte, such that it is applied in preference to the price schedule from an invoice's price book, then:

    • The base price is the base price as specified in the quote analyte's price schedule.

  • Analyte row—Base Price Note

    The base note for the analyte, to accompany the base price on an invoice. Defaults to the price schedule's Base Price Note for the price schedule in the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier.

  • Analyte row—Fixed Block Price

    Where a price schedule is not created for the quote analyte and only a discount is applied for the quote, then:

    • The fixed block price is the indicated fixed block price for the analyte when the quote is applied to an invoice.

      This is an indicated amount only as the fixed block price is determined using the client's default price book for quotes. A client's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

    Where a price schedule is created for the quote analyte, such that it is applied in preference to the price schedule from an invoice's price book, then:

    • The fixed block price is the fixed block price as specified in the quote analyte's price schedule.

  • Analyte row—Fixed Block Price Note

    The block price note for the analyte, to accompany the block price on an invoice. Defaults to the price schedule's Block Price Note for the price schedule in the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier.

  • Analyte row—Estimate Price

    The estimate price is determined for a quote scheme analyte as follows. Where the scheme's Price Type is:

    • Analyte-Based—Then as though the analyte had a Numeric Final Value of one,

    such that:

    Quote scheme analyte's Base Price defined?	Quote scheme analyte's Fixed Block Price defined?	Quote scheme analyte price schedule exists?	Estimate Price
    N	N	N	Estimate price uses base price and block price from the context price book, with the quote scheme analyte's Discount applied.
    Y	N	N	Estimate price uses base price from the quote scheme analyte's Base Price, and uses block price from the context price book, with the quote scheme analyte's Discount applied.
    N	Y	N	Estimate price uses base price from the context price book, and uses the quote scheme analyte's Fixed Block Price, with the quote scheme analyte's Discount applied.
    Y	Y	N	Estimate price uses base price and block price from the quote scheme analyte's Base Price and Fixed Block Price, respectively, with the quote scheme analyte's Discount applied.
    N	N	Y	Estimate price uses base price and block price from the quote scheme analyte price schedule, with the quote scheme analyte's Discount applied.
    Y	N	Y	Estimate price uses base price from the quote analyte's Base Price, and uses block price from the quote scheme analyte price schedule, with the quote scheme analyte's Discount applied.
    N	Y	Y	Estimate price uses base price from the quote scheme analyte price schedule, and uses the quote scheme analyte's Fixed Block Price, with the quote scheme analyte's Discount applied.
    Y	Y	Y	Estimate price uses base price and block price from the quote scheme analyte's Base Price and Fixed Block Price, respectively, with the quote scheme analyte's Discount applied.

    Note that the estimate price is an indicated amount only.

    The price book in context is as follows:

    • Where the quote is opened in context of a client, then the price book in context is the client's default price book. A client's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the client's Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

    • Where the quote is opened in context of no client, then the price book in context is the laboratory's default price book. A laboratory's default price book for quotes is the first price book that matches the quote's Start Date and Currency, found by searching all price catalogues in the laboratory's Default Price Catalogue Group, ordered by position within the group, and by searching all price books within those price catalogues, ordered by the price book's identifier. However when a quote is applied to an invoice, a different price book may be applied.

• Available Schemes Analytes Grid

  Schemes and analytes available for adding to the quote. Schemes or individual analytes are selected for addition to the upper grid that contains schemes and analytes already added to the quote.

  The following rules are used to return schemes and analytes to the search grid:

  Scheme Type	Price Type	Quote Scope	Scheme Scope	Invoiceability	Price Code	Already on quote test
  Misc or Sample prep	Sample-based or Unit-based	Org-scope quote	Org-scope with published SV enabled for lab	Org-scope scheme.isInv=Y	Org-scope scheme.priceCode is set	Scheme not on quote yet
  		Lab-scope quote	Org-scope with published SV enabled for lab	Enabled-scope scheme.isInv=Y	Enabled-scope scheme.priceCode is set
  			Lab-scope with published SV	Lab-scope scheme.isInv=Y	Lab-scope scheme.priceCode is set
  Analytical prep or Analytical	Scheme-based or Sample-based or Unit-based	Org-scope quote	Org-scope with published SV enabled for lab	Org-scope scheme.isInv=Y	Org-scope scheme.priceCode is set	Scheme not on quote yet (scheme may have no invoiceable analytes but still want it on the quote), OR Scheme is on the quote but latest published/enabled scheme version has invoiceable analytes that are not on the quote yet
  		Lab-scope quote	Org-scope with published SV enabled for lab	Enabled-scope scheme.isInv=Y	Enabled-scope scheme.priceCode is set
  			Lab-scope with published SV	Lab-scope scheme.isInv=Y	Lab-scope scheme.priceCode is set
  Analytical prep or Analytical	Analyte-based	Org-scope quote	Org-scope with published SV enabled for lab	Org-scope scheme.isInv=Y Org-scope analyte.isInv=Y	Org-scope analyte.priceCode is set	Analyte is not on the quote yet
  		Lab-scope quote	Org-scope with published SV enabled for lab	Enabled-scope scheme.isInv=Y Enabled-scope analyte.isInv=Y	Enabled-scope analyte.priceCode is set
  			Lab-scope with published SV	Lab-scope scheme.isInv=Y Lab-scope analyte.isInv=Y	Lab-scope analyte.priceCode is set

  Note that the search criteria currently includes 'and where the isAnalytesRemain flag is true'. This raises a problem (known defect) for the scenario where all invoiceable analytes are added to the quote scheme, upon which the quote scheme's isAnalytesRemain flag is set to false. When a) non-invoiceable analytes in the scheme version are changed to invoiceable, or b) new invoiceable analytes are added to the current scheme version (possible for lab scheme only), or c) a new scheme version is created with new invoiceable analytes, then a subsequent quote scheme search does not return the scheme as the quote scheme's isAnalytesRemain flag is still set to false. To get around this either a) remove one of the analytes from the quote and redo the search, or personalise the quote screen to add the isAnalytesRemain property to the top grid containing the quote schemes and check the flag and submit the change. This then allows the search to find the scheme.

  • Grid flow

    • Search Schemes—Search for available schemes using the given criteria and display the related scheme, version and analyte details in the scheme analyte grid.

  • Search Criteria

    • Scheme Code

      Search schemes by code. A scheme may be selected from the drop-down list that contains active schemes in scope with a Price Type of something other than Not Priced, as configured in the CCSCHM—Scheme application. Click the field hyperlink To display the CCSCHM—Search Scheme screen, select the appropriate value and click Select and Return to populate the field with the selected value. The % wildcard character is available for use in the criteria field.

      For an org-scope specification, the list of schemes are those which are not yet on the quote and includes org-scope schemes that have a published scheme version where the scheme has no line of business or a line of business matching one of the laboratory's lines of business.

      For a lab-scope specification, the list of schemes are those which are not yet on the quote and includes a) enabled-scope schemes which are org-scope schemes that have no line of business or a line of business matching on of the laboratory's lines of business, which were subsequently enabled for laboratory use, and b) lab-scope schemes.

    • Scheme Name

      Search schemes by name.

    • Analyte Code

      Search schemes by the code of an analyte in a scheme version analyte related to the scheme. An analyte may be selected from the drop-down list that contains active analytes in a scheme version analyte associated with the selected scheme in the Scheme Code search criteria, or if no Scheme Code is selected, then from all active analytes in scope. The % wildcard character is available for use in the criteria field.

    • Analyte Name

      Search schemes by the name of an analyte in a scheme version analyte related to the scheme.

    • Scheme Type

      Search schemes by the scheme type. Hidden on the form by default, but added by personalising the form.

    • Section Name

      Search schemes by the name of the section associated with the scheme. Hidden on the form by default, but added by personalising the form.

    • Section Description

      Search schemes by the description of the section associated with the scheme. Hidden on the form by default, but added by personalising the form.

    • Method Name

      Search schemes by the name of the method associated with the scheme version. Hidden on the form by default, but added by personalising the form.

    • Method Description

      Search schemes by the description of the method associated with the scheme version. Hidden on the form by default, but added by personalising the form.

    • Filter Option

      Indicates whether to apply the filtering to schemes or to schemes and analytes:

      • Filter Schemes—Return schemes that match the criteria and ALL of their analytes

      • Filter Schemes and Analytes—Return schemes and analytes that match the criteria.

  • Search Results Grid

    The schemes and analytes available for the quote.

    Scheme-level details for the available tests appear in the scheme rows. Where the scheme's Price Type is Sample-Based, Scheme-Based or Unit-Based, then a Price Code displays for the quote scheme.

    Analyte-level details for the available tests appear in the analyte rows. Where the scheme's Price Type is Analyte-Based, then a Price Code displays for the quote scheme analyte.

    • Row flows

      • Add Scheme—Add the scheme to the quote.

    • Grid flows

      • Add Analytes—Add selected analytes to the quote.

      • Add Scheme(s)—Add the selected schemes and all their analytes to the quote.

    • Scheme row—Scheme Code

      The code of a scheme available to be added to the quote.

    • Scheme row—Scheme Name

      The name of the scheme the sample.

    • Scheme row—Scheme Description

      The description of the scheme.

    • Scheme row—Price Code

      The price code associated with the scheme.

    • Scheme row—Price Type

      The type of pricing structure associated with the scheme.

    • Analyte row—Analyte Code

      The code of the analyte available for inclusion in the quote.

    • Analyte row—Analyte Name

      The name of the analyte.

    • Analyte row—Price Code

      The price code associated with the analyte.

Client Tab

The client associated with the quote, where only one client links to this shareable quote. Hidden otherwise.

• Quote Code

  The code of the quote associated with the client quote.

• Is Active

  Indicates whether the entity is available in drop-down lists when selecting a category for an entity. An inactive entity cannot be selected for use.

• Description

  The description of the client quote.

• Client Code

  The code of the client associated with the quote.

• Project Code

  The code of the project associated with the client quote. Selected from projects associated with the client.

• Contact Code

  The code of the contact associated with the client quote. Selected from contacts associated with the client.

• Start Date

  The date-time from which the client quote is active when applied to a job invoice, with respect to the job's date received.

• End Date

  The date-time up to which the client quote is active when applied to a job invoice, with respect to the job's date received.

• First Used Date

  The date-time at which the client quote was first used.

• Last Used Date

  The date-time at which the client quote was last used.

• Document

  Documents can be uploaded, downloaded and removed from this entity. The additional documents can be used for a variety of purposes, for example:

  • Linking additional documentation to an entity, such as a client, contact or project.

  • Reporting additional details about the entity.

• Notes

  Notes associated with the client quote.

Notes Tab

Notes associated with the quote.

• Notes

  Text notes associated with the quote.