# Customization to Manage 'Risk' at Quote

**Category:** [Vista/Vantage 8](https://www.epiusers.help/c/vantage-8/8)
**Created:** 2016-11-09 17:25 UTC
**Views:** 501
**Replies:** 0
**URL:** https://www.epiusers.help/t/customization-to-manage-risk-at-quote/36169

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## Post #1 by @jplehr

Vantage 8.03.410

I am attempting to create a customization within 'Tasks'.  The customization is an attempt to manage 'Risk' during the quote process.  Our vision is to have a predefined list (i.e. No Gages, No CMM Program, Requires New Machine Purchase, etc.).  Each item in the predefined list is assigned a numeric value (No Gages = 10, No CMM Program = 5, Requires New Machine Purchase = 100, etc.).  We then want to take a sum, or some multiplier, of all values to determine if the quote needs higher approval before being submitted to the customer.

First I am looking to see if anyone else has done anything like this.  If not, then I am looking to see how I create a dropdown list of predefined items (which I can do this) and have them assigned to a value, which will populate another field, or better yet provide me with the total value (not something I have ever done).

I hope this makes sense.  Thanks in advance.

Jeff

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**Canonical:** https://www.epiusers.help/t/customization-to-manage-risk-at-quote/36169
**Original content:** https://www.epiusers.help/t/customization-to-manage-risk-at-quote/36169