Setting Up a Quote Template
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Set up the quote section ID codes.
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Open the Quote Templates form.
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Specify an ID and description for the new template.
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Optionally, select an Output Format Definition.
These are maintained on the Background Task
Definitions form. If your company wants to use its own forms,
using an alternate background task definition gives you the ability
to link the configurable quote sections and data in the application
to their output.
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In the grid, select a Section ID
for each sequence line that you add to the template. The fields are
populated based on the selections on the Quote
Section Codes form and can be customized as needed for this
quote template.
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Notes are displayed by default from the Quote
Section Codes form. Optionally, specify any changes to the
notes in the text box.
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Save the record.
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Optionally, click Preview to view a
sample output report with all of the quote sections.