Don’t Miss This Blog…More agile Quotes Enhancements!

A new version of agile Quote (1.7.23.0) has been deployed to production. Major changes in this version include:

• “Fixture Type” Auto-Copy is now controlled by a preference which can be set to “On”, “Prompt” or “Off”
• You now have the option to include Overage when using Factors
• The ability to indicate during the “Submit for Review” process that you want the requested version to be flagged as the “Active” one once the Quote Department review is complete
• Visibility of print history and ABL manufacturer breakouts on Rep Copy of Quote print out
• Several Dashboard improvements recently seen in other agile applications have been added to the agile Quote dashboard

FIXTURE TYPE/AUTO COPY

• “Fixture Type” Auto Copy: This is now controlled by user Preference,set from either the Dashboard preference dialog

 

…or Quote Form preference dialog

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The included options are:

• On: Auto copies, without prompting, the information from the first line with that Fixture Type
• Prompt: Asks if you would like to copy the information from the first line with that Fixture Type – Please note this is the default
• Off: Does not auto copy, and does not prompt.

FACTORING

• Factoring:  You can now specify in the Factor Dialog, if Factors for the Quote are based on Unit $ (excludes Overage) or Total Unit $ (includes Overage)

 

 

 

 

 

 

RFD

• RFD: You will now receive a warning if you attempt to delete a line with an associated RFD

 

REQUEST FOR REVIEW

• With this option selected (which it is by default) the requested version will be set to “Active” once all requested ABL Quote departments have finished reviewing the quote.  Please note the active version will not change until then so whatever version is currently active will stay so until the review is complete.

 

• If this option has been selected for a quote version that is still in the review process and you attempt to change the active version manually you will receive a prompt to continue or cancel. If you continue the version you manually requested to be flagged active will be flagged active. Any active flag changes waiting for the Review process to be completed will be canceled, though the Quote Review will continue as normal.

New Version Dialog

• “Carry over Version Specific Notes” and “Carry over Contractor Counts”  are now selected by default

 

 

PRINTING

• Customer Copy
  • ABL Divisions that invoice separately now show up on their own line (similar to how they show in Freight Terms) in the MFG Breakouts section
• Rep Copy
  • Print History in Rep Copy
  • ABL Breakout in MFG Totals Section
• Addressed Issues
  • Fixed an issue when exporting to Excel where if the “Quoted For:” address was too long it would crash the app.
  • Fixed an issue with printing Quotes that have users with special characters in their name selected.
  • Fixed an issue where the “To:” field was not being consistently cleared when changing the “Quoted To:” field

CUSTOMERS TAB (QUICK QUOTE ONLY)

• All Company Types should now be available for Quick Quotes

 

 

 

DASHBOARD ENHANCEMENTS

Hopefully you have been taking advantage of the dashboard enhancements in Project Container and Order Management. We have now incorporated these same enhancements on the Quote dashboard.

• Documents Preview/Open: Allows you to see the number of documents associated to the quote by hovering over the document icon….

 

…and open a document by clicking on the icon and selecting the document, right from the dashboard

 

 

• Quick Search: Allows you to do a quick search using the Quote Number (without version), Job Name or Version Label

• New “Blank” View: A new “Blank” view has been added  for users who do not want to see information in the Dashboard unless they “Searched” for it.