Here we take a look at some of the key variables that change the way Price Quotes behave. Company and system variables are found in the settings module and are controlled by a system administrator.
We do not encourage you to change any variables without consultation with your WorkBook implementation consultant.
SCENARIO:
What do agencies want to do? put the scenario here
WHICH VARIABLES WILL IMPACT THIS:
NUMBER | OPTIONS | FUNCTIONALITY |
|---|---|---|
System Variable 319 | Include price quotes with status “approved externally: in costs:
| |
System Variable 320 | Include price quotes with status “approved internally: in costs:
|
SCENARIO:
What do agencies want to do? put the scenario here
WHICH VARIABLES WILL IMPACT THIS:
NUMBER | OPTIONS | FUNCTIONALITY |
|---|---|---|
System Variable 610 | Default probability % when a new price quote is created | scenarios go here |
System Variable 903 | Probability % to be updated to 100% when the status of the price quote changes to:
|
SCENARIO:
What do agencies want to do? put the scenario here
WHICH VARIABLES WILL IMPACT THIS:
NUMBER | OPTIONS | FUNCTIONALITY |
|---|---|---|
System Variable 1121 | Only allow for approved price quotes to be shown when invoicing:
| scenarios go here |
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