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<< Click to Display Table of Contents >> JCMQTE Quote and Job Costing Module Notes |
  
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JCMQTE Quote and Job Costing Module Notes
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<< Click to Display Table of Contents >> JCMQTE Quote and Job Costing Module Notes |
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Quoting Of Items and use of Qty and ExStock Columns
The quantity quoted can be supplied part from stock and part from a special buy in. The Quote Special Buy Price window is called when the ExStock quantity is less than the Qty quantity.
Accepting Quote Levels Or Options
Changing a Quote Level from Accepted to Not Accepted will recompute the quote totals. A level that is not accepted is excluded from the quote totals.
Committing A Quote To A Job
When committing a quote to a job you decide on the type of quote, as either a:
| 1. | Quoted Price (Fixed) |
| 2. | Quoted Materials |
| 3. | Actual Cost |
The Job Job Type will match the quote type selected:
1. |
Quoted Price (Fixed) |
= |
Quoted Price (Fixed) |
2. |
Quoted Materials |
= |
Materials (Quoted) |
3. |
Actual Cost |
= |
Actual Cost |
The quote type selected is held on the quote as Billing Type. The quote billing type has to match the job type and vice versa.
You will not be able to change the job type on a job if there is a linked quote. You can change the quote billing type and you will be asked to confirm the change, which will also change the job type.
Generating Purchase Orders
Completing the item Supplier special buy price input screen enables purchase orders to be generated. One purchase order per supplier is generated based on the DateRequired that is entered. That is, multiple purchase orders for a supplier are generated if different DateRequired dates are entered for items.
Delivery Address
A delivery address can be attached to a quote. This delivery address will be transferred across to a linked job.
When creating dispatch or sale documents from a job, the delivery address will default to the delivery address attached to the job.
Invoicing & Dispatch Of Jobs
Only jobs with the Job Type = Materials (Quoted) can be dispatched and invoiced from sale, sale order and dispatch screens.
All other job types have to be invoiced from the job.
Transactions In A Job Can Be Put On Hold
For Actual Cost jobs, transactions can be put on and off hold. Transactions on hold will not be invoiced until taken off hold. This occurs from the Job Inquiry screen.
Extras to Materials (Quoted) Jobs
Items not included in the original materials quote will be added to the job by including additional items in sales orders, invoices and despatches.
New items (extras) added to a sales order, invoice or despatch, where the transaction originated from a materials quote job, will automatically be allocated to that job.
Changing Quoted or Job/Indent Prices
A Quote or Job/Indent price can be changed on a sales order, invoice or despatch via the verify price screen. The Price Types will be changed to QC or JC if a quote or job/indent price is changed.