Quote markup Blank Title 90060

Yahoo Archive
1
Thanks Ross & Ken,

I see it now on the Customer detail screen. I found no literature on the use of this capability and did not notice the field. This will help a lot.

Thanks again,
Dave
8.03.407C P

--- In vantage@yahoogroups.com, "Ross Hughes" <ross.hughes@...> wrote:
>
> In Quote/Setup you can configure quote markup tables. These can them be
> tied to each customer on the main page in customer maintenance.
>
> When you add a new line or quote quantity this quote markup % will default
> on the quote line.
>
> That should take care of a default per customer.
>
> If you get to a point where you want to change a percentage once the 40
> lines are entered you will need to do that manually or write some custom
> code to change them in one sweep.
>
> Ross
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> ofcwiz
> Sent: Thursday, May 06, 2010 9:16 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Quote markup
>
> Does anyone know how to apply a markup percentage to a quote such that it
> does not have to be applied to each line?
> I find where a quote markup can be applied at the line level,
> Quote-Line-worksheet-markup. But cannot locate where this might be applied
> to a Customer or to the Quote header. This turns out to be real tedious for
> a quote with 40 lines.
>
> Thanks,
> Dave
> 8.03.407C P
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
2
Does anyone know how to apply a markup percentage to a quote such that it does not have to be applied to each line?
I find where a quote markup can be applied at the line level, Quote-Line-worksheet-markup. But cannot locate where this might be applied to a Customer or to the Quote header. This turns out to be real tedious for a quote with 40 lines.

Thanks,
Dave
8.03.407C P
3
You can create different markup schemes and applies these to customers in Customer Entry.

Look at "Quote Markup" in Quote Management, Setup. Then in Customer Entry it's on the header screen on the right.

I don't believe you can change it at the quote header level.

Ken

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of ofcwiz
Sent: Thursday, May 06, 2010 8:16 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Quote markup



Does anyone know how to apply a markup percentage to a quote such that it does not have to be applied to each line?
I find where a quote markup can be applied at the line level, Quote-Line-worksheet-markup. But cannot locate where this might be applied to a Customer or to the Quote header. This turns out to be real tedious for a quote with 40 lines.

Thanks,
Dave
8.03.407C P



[Non-text portions of this message have been removed]
4
In Quote/Setup you can configure quote markup tables. These can them be
tied to each customer on the main page in customer maintenance.

When you add a new line or quote quantity this quote markup % will default
on the quote line.

That should take care of a default per customer.

If you get to a point where you want to change a percentage once the 40
lines are entered you will need to do that manually or write some custom
code to change them in one sweep.

Ross


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
ofcwiz
Sent: Thursday, May 06, 2010 9:16 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Quote markup

Does anyone know how to apply a markup percentage to a quote such that it
does not have to be applied to each line?
I find where a quote markup can be applied at the line level,
Quote-Line-worksheet-markup. But cannot locate where this might be applied
to a Customer or to the Quote header. This turns out to be real tedious for
a quote with 40 lines.

Thanks,
Dave
8.03.407C P



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links