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Which Company Setup & Preferences are unique to Quotations? (tab 2)
| Author: support staff Reference Number: AA-00732 Created: 2011-02-16 00:40 Last Updated: 2011-03-07 03:59 |
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The following Company Setup & Preferences, located on the Sales/Invoicing (2) tab, are unique to the Quotations form.
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Default Quote/Estimate Title:
This option allows you to decide what the default title will be when
you create a new Quotations, such as Quote, Estimate, Proposal, etc
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Auto-Fill Ship Qty With Qty Ordered Quote to Sales Order Conversation: This option automatically marks the Qty Ship to the Qty Ordered.
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Automatically Expire Quote in x Days
: This option automatically inserts a Quotation expiration date a given
number of days beyond the Date of the Quotation. This date can be used
to automatically purge a range of Quotes in a given date range.
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Quotation Footers: This option allows you to place and footer on each Quotation created.
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