Flows:

• Close—Close this form.
• Save—Save form updates.
• Save as—Save the current entity as a new entity.
• Delete—Delete the current entity.

Form:

General tab:

• Tab flows:
  • Quote wizard—Opens the frmQuoteWizardNew form to configure pricing for the quote.
• Tab form:
  • Quote description—The description of the quote.
  • Project code—The client project associated with the quote.
  • Contact code—The client contact associated with the quote.
  • Price group code—The price group associated with the quote, used to apply discounts to pricing when the quote is applied to an invoice.
  • Quote date—The date from which the quote is active.
  • Expiry date—The date up to which the quote is active.
  • Accepted date—The date on which the quote was accepted by the client.
  • Procedure code—The code of the procedure covered by the quote.
  • Notes file—DOC, TXT or HTM file containing general notes about the quote. The contents of this file can be displayed when jobs are linked to the quote.

User tab:

• Script form—Script form to enter custom details for the quote.