The Department Quote Rules frame allows you to determine the rules for quote processing on a department by department basis. These quote rules will populate on the Quote Rules tab of the Department Main frame.
To add a quote rule, enter a valid Job Reason in the Reason field or double click in the field to select one from the list of values (LOV). The Description field will automatically populate.
Check the Quote Never Require box to avoid requiring a quote for the rule. You can also enter a value in the Spending Limit without Authorization. This will allow for a certain amount up to which approval is not required.
Once the entry is complete, click the Save button at the top of the frame to save the rule. To delete a rule, click in the row of the rule you want to delete to make it active.
Click the Delete button (Red X) at the top of the frame. The selected row will turn red. Click the Save button to delete the rule from the system.
Last Update: 06/06/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.