System Variable Grouping: Price Quote
Use the System Variables in this grouping to set up and control WorkBook's Price Quote (PQ) functionality.
The System Variables in this grouping enable you to set values related to PQ defaults, approvals, layouts, activity IDs, and other aspects of working with PQs.
- Related Topics:
- System Variable 133: Request a New Price Quote Title Upon Sending the Price Quote for Approval (Status 20)
Use this System Variable to specify whether a new Price Quote (PQ) title should be requested when the PQ is sent for approval. - System Variable 135: Price Quote Layout: Headline Text Composition
Use this System Variable to specify what the Price Quote's (PQ) headline text should look like. - System Variable 137: Price Quote Layout - Hide Header Information on Page 2 (Client Name, Address Etc.)
Use this System Variable to specify whether page 2 headers of Price Quotes (PQs) should include certain client information such as client name and address. - System Variable 166: Default Rate, in Percent, for VAT/Tax
Use this System Variable to specify the default VAT or Tax percentage that will be used on Price Quotes (PQs). Take note that users can still manually change the default VAT or Tax percentage. - System Variable 319: Include Price Quote With Status Approved Externally (Status 50) in Costs
Use this System Variable to specify whether Price Quotes (PQs) whose status is Approved Externally (Status 50) are included in costs. - System Variable 320: Include Price Quotes with Status Approved Internally (Status 40) in Costs
Use this System Variable to specify whether Price Quotes (PQs) whose status is Approved Internally (Status 40) are included in costs. - System Variable 394: Default Activity ID for Price Regulation (i.e. Discount). Making a Price Regulation With Different Activity Will Be Saved as New Default
Use this System Variable to specify the activity that will be used as the default activity when making adjustments to Price Quotes (PQs). - System Variable 463: Block Purchase Order Approval If the Price Quote Has Not Been Approved
Use this System Variable to specify if WorkBook will block the approvals of Purchase Orders (POs) with unapproved Price Quotes (PQs). - System Variable 464: Block Purchase Order Approval if Purchase Order Cost Price Exceeds the Approved Price Quote Purchases
Use this System Variable to specify whether WorkBook will block the approval of a Purchase Order (PO) if its cost price is greater than the approved Price Quote (PQ) purchases. - System Variable 509: Default Activity When Copying Price Quote Payment Plan to Invoice
Use this System Variable to specify the default activity to use when copying Price Quote (PQ) payment plans to invoices. - System Variable 548: Automatically Change Job Status to In Progress When the Price Quote Is Approved
Use this System Variable to specify whether a job's status should automatically change to In Progress when the Price Quote (PQ) is approved. - System Variable 610: Create New Price Quote - Default Probability Percentage
Use this System Variable to specify the default probability percentage when you create Price Quotes (PQs). - System Variable 659: Show Resources in Job Price Activity Lines
Use this System Variable to specify whether the Resource column is shown on the Lines tab in Price Quotes ( ). - System Variable 837: Hide Zero Amounts on Price Quote Lines
Use this System Variable to determine if Price Quote (PQ) lines with zero amounts should be hidden on the printed PQ. - System Variable 841: Price and Invoice Line - Add Activity Name / Resource Name to the Activity Text When User Changes Activity Number or Resource
Use this System Variable to specify whether to add the activity or resource name to the activity text when users change the activity numbers or resources in . - System Variable 903: Job Price Quote Approval Trigger: Probability % to Be Updated to 100% When Status of Quote Changes to Either Approved Internally (40) or Approved Externally (50)
Use this System Variable to specify whether the probability percentage for Price Quotes (PQs) should be changed to 100% when the PQ status changes to either Approved Internally (40) or Approved Externally (50). - System Variable 919: Display Method for Activity Number and Name in Job Price and Invoice Lines
Use this System Variable to specify how to display the activity number and name in job price and invoice lines. - System Variable 941: Use the Job Date as Default Payment Plan Start Date
Use this System Variable to specify whether to use the job start date as the default payment plan start date. - System Variable 958: Allow Job to be Closed When It Contains Unapproved Price Quote
Use this System Variable to specify whether jobs can be closed when they contain unapproved Price Quotes (PQs). - System Variable 1001: Allow to Edit Price Quote Payment Plan After Price Quote Has Been Approved
Use this System Variable to specify which users can change the Price Quote (PQ) payment plans once the PQ is approved. This is useful when there are changes that need to be done to the PQ payment plans. - System Variable 1048: Allow to Edit the Price Quote Internal Comment Field
Use this System Variable to specify whether users can edit the Price Quote (PQ) Internal Comment field in even if the PQ has a status of Approved Internally (40) or Approved Externally (50). - System Variable 1058: Lock the Price Quote Status From Being Changed Further
Use this System Variable to specify whether the Price Quote (PQ) status should be locked when it reaches a certain level. - System Variable 1097: Allow Approval of Price Quote if the Payment Plan End Date is Later Than Job End Date
Use this System Variable to specify whether users can approve Price Quotes (PQs) whose payment plan end dates are later than the job end dates. - System Variable 1112: Allow Edit of Price Quote Print Setting in Maximum Status Mode
Use this System Variable to specify the threshold status for the Price Quotes (PQs) whose print settings can be edited. For example, if you select 40 - Approved Internally, users can edit the print settings for PQs with statuses of 10, 20, and 40. They cannot edit the print settings for PQs with statuses of 50 and 90. - System Variable 1121: Only Allow for Approved Price Quotes to Be Shown When Invoicing
Use this System Variable to specify which Price Quotes (PQs) are shown when invoicing. This is useful when you want to hide unapproved PQs so they cannot be copied when creating a new invoice. - System Variable 1122: Raise a Notification to the Client Account Manager When the Price Quote is Approved Internally
Use this System Variable to instruct WorkBook to send notifications to users who are identified as Client Account Managers whenever Price Quotes (PQs) are approved internally. - System Variable 1159: Default Allow Editing of Material Calculation Sale and Hours/Unit to On
Use this System Variable to determine if the Allow Editing of Material Calculation 'Sale' and 'Hours/Unit' checkbox should be selected by default for new clients.
Parent Topic: Descriptions