In This Topic
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Menu Code: BQC
Sales/Pricing - Sales |
A searchable list of checklist tasks for quotes.
Zoom Links
| Column |
Zoom Link |
| QuoteNo |
Quotes (QUO), for the specified quote |
| CustCode |
Customers (CUS), for the specified customer |
Columns
| Index |
Visible |
Field Name |
Caption |
Usage / Description |
| 0 |
No |
CheckListID |
ID |
Quote Checklist Identification Number (Systemic) |
| 1 |
No |
QuoteID |
QuoteID |
Quote Identification Number (Systemic) |
| 2 |
Yes |
QuoteNo |
QuoteNo |
Quote Number (Systemic) |
| 3 |
No |
SortID |
Sort |
Alternate Sort Key (Numeric) |
| 4 |
Yes |
Code |
Code |
Checklist Code: 10 Characters, Free Text |
| 5 |
Yes |
Description |
Description |
Quote Checklist Task Description |
| 6 |
Yes |
DueDate |
Due Date |
Due Date |
| 7 |
Yes |
ShowOnSched |
Sched |
On Scheduler Checkbox (Green Check = True) When selected, item appears on Corporate Schedule |
| 8 |
Yes |
IsComplete |
Done |
Complete Checkbox (Green Check = True) |
| 9 |
Yes |
CompleteDate |
Completed |
Completion Date |
| 10 |
No |
CompleteWho |
CompleteWho |
Who Completed The Quote Checklist Item (FOURA User ID) |
| 11 |
Yes |
CompCode |
Comp |
Company Code |
| 12 |
Yes |
CustCode |
Customer |
Customer Code (AAANNN) |
| 13 |
Yes |
CustName |
Customer Name |
Customer Name |
| 16 |
Yes |
QuoteDate |
QuoteDate |
Quote Date |
| 17 |
Yes |
QuoteType |
QuoteType |
Quote Type (PV) |
| 19 |
No |
QuoteValue |
ValueCode |
Quote Value (PV) |
| 20 |
Yes |
QuoteStat |
QuoteStat |
Quote Status: (D) Draft, (R) Released, (V) Revised, (X) Cancelled |
| 21 |
No |
AddDate |
Added |
Add Date |
| 22 |
No |
AddWho |
Add Who |
Record Added by Who (FOURA User ID) |
Security
The following default roles can use this form:
| Role |
Allowed Actions |
| rl_Sales |
View and Edit |
| rl_SalesManager |
View and Edit |
| rl_User |
View |
See Also
