Field Definitions: MS Quote Copy Form

The following is a list of field descriptions for the MS Quote Copy form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Quote Type

Specify the type of quote to copy. This will also be the quote type for the destination quote.

Source: Select By

Select how to identify the source quote. This field determines what set of ‘purchaser’ fields display.

Source: Quote

This field is accessible when you select “1-Quote #” in the Select By drop-down field. Use for Customer, Job, and Inventory quotes.

Specify the quote number to copy. Press F4 for a list of valid quote numbers.

Source: Customer

This field is accessible when you select “2-Purchaser” in the Select By drop-down field. Use for Customer quotes.

Specify the customer (from AR Customers) from which to copying quote information.

Source: Customer Job

This field is accessible when you select “2-Purchaser” in the Select By drop-down field. Use for Customer quotes.

If applicable, specify the customer job to copy quote information from. Press F4 for a list of jobs for the specified customer.

Source: Customer PO

This field is accessible when you select “2-Purchaser” in the Select By drop-down field. Use for Customer quotes.

If applicable, specify the customer PO# to copy quote information from. Press F4 for a list of job POs for the specified customer.

Source: JC Co#

This field is accessible when you select “2-Purchaser” in the Select By drop-down field. Use for Job quotes.

Specify the Job Cost company to copying quote information from.

Source: Job

This field is accessible when you select “2-Purchaser” in the Select By drop-down field. Use for Job quotes.

Specify the job (from JC Jobs) to copy quote information from.

Source: IN Co#

This field is accessible when you select “2-Purchaser” in the Select By drop-down field. Use for Inventory quotes.

Specify the Inventory company to copy quote information from.

Source: To Location

This field is accessible when you select “2-Purchaser” in the Select By drop-down field. Use for Inventory quotes.

Specify the ‘sell to’ location (from IN Locations) to copy quote information from.

Destination: Customer

Use for Customer quotes.

Specify the customer (from AR Customers) for the copied quote information.

Destination: Customer Job

Use for Customer quotes.

Specify the customer job for the copied quote information, up to 20 characters.

Destination: Customer PO

Use for Customer quotes.

Specify the customer purchase order for the copied quote information, up to 20 characters.

Destination: JC Co#

Use for Job quotes.

Specify the job for the copied quote information, up to 20 characters.

Destination: Job

Use for Job quotes.

Specify the job (from JC Jobs) for the copied quote information, up to 20 characters.

Destination: IN Co#

Use for Inventory quotes.

Specify the customer purchase order for the copied quote information, up to 20 characters.

Destination: To Location

Use for Inventory quotes.

Specify the ‘sell to’ inventory location (from IN Locations) for the copied quote information, up to 20 characters.

Destination: Quote

For Customer, Job, or Inventory quotes.

If you are selected the ‘Auto Generate Quote #s’ check box (MS Company Parameters), enter “N” or “+”, and the system automatically generates a quote number based on the ‘Last Used Quote #’ field (MS Company Parameters).

If you are assigning quote numbers manually, enter a number, up to 10 characters. The number must not already exist in the system.

Copy: Quote Detail

Check this box to copy quote detail from the source quote. The system only copies materials and their pricing;-all units initialize as 0.00.

Copy: Price Overrides

Check this box to copy pricing overrides from the source quote.

Copy: Discount Overrides

Check this box to copy payment discount overrides from the source quote.

Copy: Haul Codes Defaults

Check this box to copy haul code defaults from the source quote.

Copy: Haul Codes Overrides

Check this box to copy haul rate and minimum amount overrides from the source quote.

Copy: Haul Codes

Check this box to copy haul zone defaults from the source quote.

Copy: Pay Codes

Check this box to copy pay code defaults and pay rate override information from the source quote.

Copy: Quote Header Notes

Check this box to copy quote header notes from the source quote.

Quote Header Custom Fields

Check this box if you want to copy any custom fields on the Info tab of the MS Quote form to the destination quote.

By default this box is not checked.