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Quote Disbursement Process
Purpose To create a Direct Credit Cashbook batch when a quote is turned into a live account that requires multiple creditors to be paid out. Access Quote | Access Quotes | Initial Setup This process requires the Quote Variable Field Details Payout ...
(Client) Account Quote Browse
Purpose To provide a list of Quotes that belong to the Client this dialog was accessed from Access from within a client Search Criteria There are no search criteria. A list of both active and inactive quotes for the client is presented Once a Quote ...
Account Quote Profile Browse
Purpose To provide a list of Quote Profiles that have been established Access Quote | Edit/View Account Quote Profiles [F2] Lookup on the Profile field Search Criteria
Account Quote Variable Field Browse
Purpose To provide a list of Variable Fields that have been established Access Quote | Edit/View Account Variable Fields [F2] Lookup from the Account Quote Profile Details dialog Search Criteria
Quote Import Browse
Purpose To view the Quote Cost Models imported via the ampasand API for Lease Vehicle Quotes. Access Quote | Edit/View Quote Import Details Dialog Details Search Specific Fields Field Description Active This will default to show active entries only, ...