About the PM Material Sales Quotes Form
Use this form to edit header/item detail for quotes created in PM Material Detail.
Although information entered on this form corresponds to information entered in MS Quotes, much of the information entered for MS quotes is not required here. For example, quotes entered here will always be Job quotes; therefore, you will not be required to specify a quote type. You will also not have the ability to set up pricing or discount overrides, haul code defaults, haul zones, pay codes, or haul overrides.
Quote information is typically set up via the PM Material Detail form (recommended method); however, you can add quote detail manually in this form as necessary. When a quote is set up here, one material line is added in PM Material Detail (Non-Interfaced tab) for every material entered on the quote.
The Info tab is used to set up the quote header information. In addition to the project, MS Co, quote number, and contact information, you can specify the price template for material pricing, as well as the tax code and haul tax option, if applicable. When you are ready to use the quote, you must select the Active check box.
If you are using the oil price escalation/de-escalation feature (that is, you have set up price indexes in HQ Escalation Index), you can apply price escalators to the job quote by selecting the Apply Price Escalators check box and setting a Bid Index Date. The MS Oil Price Escalation report will track sales of the applicable materials (e.g. asphalt mixes, etc.) to the job in MS Ticket Entry and determine increases/decreases in pricing based on the bid index date specified for the quote and the pricing index (monthly escalation/de-escalation).
Once you enter a quote, the system creates a header recorded in the MS Quote Header table (MSQH). However, quote detail (entered on the Non-Interfaced Detail tab) is only updated after the quote is interfaced.