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      1. Texada Knowledge Base
      2. Service: Service Agreement Quoting
      3. Quotes

      The Quote Details Screen - Quote Header

      An overview of the Quote Header subscreen of the Quote Details screen.

      Quick Reference

      • The Quote Header subscreen contains all of the basic information about the Quote, including its owner, Customer and Contact information, equipment defaults, and revision history. To access this subscreen, access the Quote Details screen, then select “Quote Header” in the left navigation menu.
      • Click the “Edit” button in the top-right corner of the screen to edit the contents of the Quote’s header. Once finished, click the “Save” button to save your changes.

      The Quote Details Screen

      This page is part of a series on the Quote Details Screen in Service Agreement Quoting. The structure of this screen and its subscreens is as follows:

      Introduction

      The Quote Details screen in Service Agreement Quoting contains all of the information about an existing Quote. It comprises a number of subscreens, one of which is the Quote Header subscreen.

      The Quote Header subscreen contains all of the basic information about the Quote, including its owner, Customer and Contact information, equipment defaults, and revision history. To access this subscreen, access the Quote Details screen, then select “Quote Header” in the left navigation menu.

      Quote Header

      1. Quote Info Panel
        Contains basic information about the Quote. Click on the panel header to expand or collapse it.
        1. Quote Date
          The Quote’s date. This defaults to the date of the Quote’s creation but can be manually overwritten.
        2. Quote Status
          The Quote’s current status. This can be changed via the action buttons in the top-right corner of the current subscreen. See “The Quote Details Screen” for more information.
        3. Custom Description
          The Quote’s custom description.
        4. Financial Contact
          The Quote’s Financial Contract type.
        5. Contract Status
          Indicates whether the Quote’s financial contract is a new contract or a renewal.
        6. Contract Type
          The Quote’s Contract type. Contract types are managed via the Contract Types page.
        7. CPI
          Indicates whether or not the Contract is subject to year-over-year price escalation based on the Consumer Price Index (CPI).
        8. CPI % / Year
          The yearly CPI price increase of the Contract, expressed as a percentage of the Contract amount. If CPI (1g) is enabled, the price of the Contract will automatically increase by the CPI % each year.
        9. Branch
          The branch to which the Quote belongs. Branches are managed via the Branches and Cost Centers screen in Texada ServiceLink.
        10. Cost Center
          The cost center to which the Quote belongs. Cost Centers are managed via the Branches and Cost Centers screen in Texada ServiceLink.
        11. Description
          A description of the Quote. This is displayed in the “Description” column of the Quote List page.
        12. Comment
          Any additional comments.
      2. Customer Info Panel
        Contains information on the Quote’s Customer. Click on the panel header to expand or collapse it.
        1. Customer Name
          The name of the Customer for whom the Quote is being built.
        2. Customer Number
          The Customer’s number. This number is pulled from the Customer’s profile and cannot be edited.
        3. PO Required Checkbox
          Indicates whether a PO number is required for the selected Customer. This value is pulled from the Customer’s profile and cannot be edited from this screen.
        4. PO Number
          The PO number of the purchase order associated with this Quote.
        5. Terms
          The Customer’s payment terms (charge, COD, etc.)
        6. Exempt No.
          The Customer’s tax exemption number.
        7. Address 1
          The first line of the Customer’s street address.
        8. Address 2
          The second line of the Customer’s street address.
        9. Address 3
          The third line of the Customer’s street address.
        10. City
          The Customer’s city.
        11. State
          The Customer’s province or state.
        12. Zip/Postal Code
          The Customer’s zip or postal code.
        13. Charge Codes
          The Customer’s charge codes. Up to two charge codes can be selected.
        14. Tax Codes
          The Customer’s tax codes. Up to five tax codes can be selected.
      3. Sales Team Panel
        This panel contains information about the Quote’s owner.
        1. Owner
          The Quote’s owner.
        2. Phone
          The owner’s phone number. This number is pulled from the owner’s profile and cannot be edited from this screen.
        3. Mobile Phone
          The owner’s mobile number. This number is pulled from the owner’s profile and cannot be edited from this screen.
        4. Email
          The owner’s email address. This address is pulled from the owner’s profile and cannot be edited from this screen.
      4. Equipment Defaults Panel
        This panel contains a number of default options that will be applied to the equipment added to the Quote. Click on the panel header to expand or collapse it.
        1. Package
          Click to select a Package that will be automatically applied to each eligible piece of equipment added to the Quote. Packages are managed via the Packages screen.
        2. Charge Codes
          The equipment charge codes. Up to two charge codes can be selected.
        3. Expires By
          Select whether Contracts will expire by Service Meter Units (Hours), Date, or Both. If “Both” is selected, Contracts will expire by whichever comes first.
        4. Contract Length SMU
          The default Contract length in Service Meter Units (hours).
        5. Start Date
          The default Contract start date.
        6. Contract Length Months
          The default Contract length in months.
        7. End Date
          The default Contract end date.
      5. Contact Panel
        Contains information on the Customer Contacts associated with the Quote. Click on the panel header to expand or collapse it.
        1. Name
          The Contact’s name.
        2. Type
          The Contact’s type (SMU, Invoice, or Location). This value is used in the Customer Quote document and will later be pushed to Equipment Monitoring Toolkit (EMT).
        3. Phone
          The Contact’s phone number.
        4. Mobile
          The Contact’s mobile phone number.
        5. Email
          The Contact’s email address.
        6. Delete Button
          Click to remove a Contact from the Quote.
      6. Revision List Panel
        This panel summarizes the Quote’s various revisions.
        1. Revision List
          This table contains a list of all the Quote’s revisions. Click on a column header to sort the table by the contents of that column. Click and drag a column header to rearrange the order of the columns.
        2. Revision Number
          Click on a revision’s number to view its details. See “The Quote Details Screen - Revision Details” for more information.
        3. Delete Revision
          Click to delete a revision.

          Revision List - Columns

          The Revision List table comprises the following columns:

          • Revision Number: The revision’s number. Quote revisions are numbered sequentially starting from 1 as they are created.
          • Status: The revision’s current status.
          • Equipment Count: The number of pieces of equipment included in the revision.
          • Total Parts: The total cost of the Parts components of all Events quoted in the revision. 
          • Total Labor: The total cost of the Labor components of all Events quoted in the revision. 
          • Total Misc: The total cost of the Misc components of all Events quoted in the revision. 
          • Total: The total quoted cost of the revision.
          • Total Cost Per Hour: The total quoted cost of the revision per hour of machine runtime.