Quotation Transaction Type Setup
This topic covers how to setup a Quotation Transaction Type:
From Setup > Transaction Types > Quotation, complete the setup as explained below.
Description - Quotations is added in the install scripts.
Code - This is the nickname for Transaction Type, and is referenced on Templates and Reports.
Contacts - This allows the user to specify what type of contact can be selected on the Trans Type - in this case, Customers - All.
Staff - This is to specify what Staff selections are available on the Transaction Type - in this case, Rep.
ForEx - This is to specify whether or not the Rate of Exchange and Currency can be changed on the Transaction Type.
Estimating - This specifies what tabs are visible when adding Estimates to the Transaction Type - in this case, Description, Components, Services, and Materials.
Versions - This specifies whether a Transaction Type has versions or not. This is mainly used for Quotes and should be selected.
Planning Board - This specifies whether or not the Transaction Type populates the Planning Board.
Accounting - This specifies whether or not the Transaction Type appears in the Ledger and affects other Accounting reports.
Create - This determines whether or not the user can create a new Transaction in the module, or only copy to it from an existing Transaction.
Disable Fields - This sets what fields are locked so that a user cannot change them when creating a new Transaction.
TK Lookup - Timekeeping lookup - This allows you to define what the default lookup fields are in the Timekeeping module.
Landing Costs - This sets whether Landing Costs are allocated to or from the Transaction Type.
Bus. Entities - This specifies what business Entities can use the Transaction Type.
Logout - This enables the Logout button in the module.
Data Filter - This sets the default Data Filter that is applied to the Transaction Type, such as viewing Transactions for Today or only Active Transactions.
Timekeeping - This specifies if the Timekeeping module is enabled.
Image - This specifies if an image can be loaded.
Default - This specifies which default Accounting function the Transaction Type fulfills. For example, when a discount is applied to a POS transaction then it creates a Discount Transaction is also created.