The Add and Edit Quote dialogs are used to establish a quoted charge in addition to revenue entry items, which can be set up as third-party payable items.  To generically enter a quote charge, only the Quote Item section needs to be filled-in, but to define the charge as a potential third-party payable, the Service Provider section will also need to be established.

 

The Quote Item section defines how the charge will be handled within Revenue Entry and the Service Provider section defines a third-party agent or vendor that may be assigned to perform the service.  In the latter case, the charge fields represent what amount of the total charge will be addressed by work done by the vendor.

 

     Add a Quote Record

1.   Access the Mover’s Suite application,

2.   Open the Quote tab of a selected order record,

3.   Press New and the Manage Quote interface will appear,

4.   Press the Add button and to activate the Add Quote dialog,

Quote Item section:

5.   Select an Item from the list of available Item Codes.  This value will be used to assign the quote record to a specific accounting category. 

Note: An Item Code must be defined for a record in order to be available for Revenue Import.

6.   Update the Description value, if necessary,

7.   Select a Rate Type from the provided list,

8.   Enter values for the Quantity field(s),

9.   Enter a Rate amount to be used in the computation of the Charge. 

Note: If the automatic generation of rating information is in effect, then a user may elect not to enter the Rate amount.

10.  Optionally enter a Charge amount.  Doing so will discard values entered for Quantity and Rate fields,

Service Provider section:

This section is used to define the item as a third-party payable.  Either the Service Provider field can be set to an agent or to a vendor.  When either the Service Provider or Vendor fields are set then the Quoted Charge and/or Actual Charge fields will also need to be set.

11.  Select a Service Provider from the available list if the service provider is an agent and is providing the service,

Note: The Agent must be assigned to the Order to be available as an option within this field.

12.  Select a Vendor from the drop-down list if a vendor is providing the service,

13.  Enter a Quoted Charge as the amount of the third-party payable item.  This field is required in order to import the data into Revenue Entry,

14.  Enter an Actual Charge if the third-party payable quoted charge has already been accepted and billed.  If this field is set it will override the Quoted Charge as the amount of the payable,

15.  Press OK to save the quote detail record,

16.  Repeat Steps 4 through 15 to define other details of a quote,

17.  When all the details have been generated, select a Status value from the available list,

Important: A quote must have a Status of “Accepted” in order to be imported into Revenue Entry.

18.  Press Save to keep changes made to the detail records and to the Status.

 

The entire process above can be repeated to create multiple quote records for an order.  There is no limit to the number of quotes, or details therein, that can be defined and imported into Revenue Entry.