System controls are called variables in WorkBook and impact the behaviour of your system. They are setup as part of your WorkBook implementation and are based on your agency’s business process. Company and system variables are found in the settings module and are controlled by a system administrator.
Here we take a look at some of the key variables that change the way price quotes behave.
SYSTEM VARIABLE | IMPACT | FUNCTIONALITY |
|---|---|---|
319, 320 & 1051 | Display Price Quote Values, based on Approval Status | Control when price quote values appear in the job costs tab for reporting purposes - "approved externally" (319) when a client has approved the price quote or "approved internally" (320), when it is agency, but not client approved. Variable 1051 controls when a price quote value appears in the jobs list. When switched on price quote values will appear in the price quote column no matter what status the price quote is at (except cancelled). If switched off, the jobs list will only show "internally & externally approved" price quote values in the price quote column. |
610 & 903 | Price Quote Probability | If using percentage probability on price quotes, variable 610 controls the default probability percentage when a new price quote is created e.g. 50%. Variable 903 controls when the probability will automatically update to 100% - either at price quote status "approved internally" or "approved externally". |
1058 | Price Quote Editing | 1058 is used by agencies to restrict edits on approved price quotes. When switched on, it locks the price quote status once it reaches "approved internally" or "approved externally" preventing any change to the status e.g. you can't take it back to "under preparation" to make any amendments. There will usually be an accompanying internal process for managing versions in line with this control. |
1112 | Price Quote Print & Layout Settings | 1112 controls when you can edit the print & layout settings of a price quote, according to its status. Print & layout settings control the level of detail shown on client facing price quote. Agencies often require print & layout settings to be reviewed and set prior to internal approval. |
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