Quote Editing Single Dialogs Workspace

Use this workspace to create or edit a draft quote or order confirmation before you print it and send it to a customer.

The Quote Editing tab displays some of the general and account information about the job, as well as budget, price, and revision information. The Quote Lines sub-tab displays the lines in the quote or order confirmation.

In this workspace, you can add lines to the quote or order confirmation. You can also change the job price by changing the prices on individual lines. A line can either be a text line, a subtotal, or an amount line, which must specify a quantity.

You can at any time print a draft quote using the Print Draft Quote action. After editing and approving the quote or order confirmation, you can print it using the Print Quote or Print Order Confirmation actions. You can also print the quote or order confirmation in the Job Budgets workspace using the Print Quote or Print Order Confirmation action. Finally, you can print approved quotes or order confirmations in batches from the Print Job Quote or Print Job Order Confirmation workspaces.

If you create the quote from a job budget using the Transfer to Quote action, Maconomy bases the quote on the specifications of the invoice layout rule selected for the current job in the Jobs workspace. You can create a draft quote from a job budget by using the Transfer to Quote action in the Job Budgets workspace. You can also enter the quote or order confirmation directly in this workspace after you create the job in the Jobs workspace. You can create quotes as long as the job status is Quote. You can create order confirmations when the job's status changes to Order. A job changes status from Quote to Order when you use the Convert to Order action in the Jobs workspace.

A job quote must be approved before you can print the quote or order confirmation. The exception to this is if the Approval of Quote Required job parameter attribute of the type Budgeting has the value No. If that is the case, you can print a quote or order confirmation before it is approved, but only from the Job Budgets workspace.

A quote can exist in many different revisions. This preserves an audit trail to track the changes in a quote throughout the lifetime of a job. Just as with time sheets, job quotes support a process of submission and approval. You can submit, approve, and reopen job quotes in this workspace. In addition, Maconomy creates a revision of the quote when you transfer a job budget to quote if you select the Automatic creation of quote revisions system parameter.

You can view all of the revisions of the quotes for the jobs to which you have access in the Quote Revisions workspace.

When you make changes in a submitted quote, Maconomy displays a warning. If you choose to continue, the budget changes its status to Not Submitted.