The Projects and Quotes tab of Global Settings allows users to customize settings that affect projects and quotes. The Projects and Quotes tab is organized into 3 subtabs: General, Money, and Printing. This article will define and provide recommendations for each setting.
Requirements:
- User must have Admin access to Software.
Note:
- Please contact OASIS Support if setting a field to a value other than what is recommended unless the value is discretionary.
The General Subtab
| Setting | Description | Recommendation |
|---|---|---|
| Expire bid board items X days after bid date | If checked, OASIS will remove bids from the bid board by disabling the Show on Bid Board field in a project after the specified number of days. | Discretionary |
| Show projects application only (suppress quotes) | If checked, the Quotes page is hidden. Users can only create full projects from the Projects page. | Checked for specification agencies |
| Show bid dates in project tabs | If checked, the Bid Name and Bid Date fields will appear in the Bid tab of a phase. | Discretionary |
| Days from bid date to expiration date: X | If checked, the expiration date will be set automatically for the specified number of days after the Bid Date. Note: After setting up the expiration date for bids, users can leverage Workgroup Quote Terms and Conditions to help call attention to a bid's expiration date. | Discretionary |
| Default projects to "specified" (otherwise, default is non-specified) | If checked, the Specified checkbox in projects will be checked automatically. | Discretionary |
| Auto add contractor counts to selected 'winning' customer | If checked, contractor counts are automatically added to the winning customer's bill of materials. | Discretionary |
| Project name duplicate scan | OASIS will check for matching entries based on the selected criteria to help prevent duplicate projects. If a potential duplicate is identified, OASIS will notify the user and ask them if they want to proceed. | Discretionary |
| Copy customers on 'New Phase Like' | If checked, OASIS will copy customers when creating a New Phase Like. | Discretionary |
| Copy customers during "new bid like" operations | If checked, OASIS will copy customers when creating a New Bid Like. | Discretionary |
| Don't close old bids on new bid like (WILL AFFECT CUSTOMER SUCCESS REPORTING) | If checked, old bids will remain open when creating a New Bid in a phase. This negatively affects hit rate reports. For more information, please contact OASIS Support. | Unchecked |
| Show net profit (less rep's commission and overage) in totals. (MFG Version only.) |
Note: This setting applies to the Manufacturer version of OASIS only. If checked, OASIS will represent net profit in transaction totals. If unchecked, OASIS will represent gross profit in transaction totals. |
Checked |
| Orders created from projects are 'lot net' billed. | If checked, orders created from a project will be lot net billed. | Unchecked |
| Default new projects to show on Bid Board |
Note: This setting applies to O4 only. If checked, projects will automatically have the Show on Bid Board field enabled. |
Discretionary |
The Money Subtab
| Setting | Description | Recommendation |
|---|---|---|
| Default customer price level | OASIS will use the selected price level as the customer's default price level assignment. | Sell Price |
| Adjust margin to include cost of overhead (in project header) | If checked, margin calculations in the quoter header totals will include the overhead cost defined in the project's assigned workgroup. | Discretionary |
| OBase copies to Sell | If checked, when a part is added to a quote, the OBase value is copied to the Sell column if it does not already contain a value. | Discretionary |
| OBase copies to Level 3 | If checked, when a part is added to a quote, the OBase value is copied to the Level 3 column if it does not already contain a value. | Discretionary |
| Lock base and cost on resell lines | If checked, the Base and Cost columns will be set to the same value. | Discretionary |
| Unassigned money stops order entry | If checked, any money not assigned on a quote (e.g., values in PROFIT and OVERAGE lines) will prevent the user from creating orders. The user must assign the values to a manufacturer before creating orders. | checked |
| Use customer specific pricing when winning customer is selected | If checked, when a winning customer is selected on a quote, OASIS will automatically update the bill of materials to reflect customer-specific pricing in a manufacturer's price list, if available. | Discretionary |
The Printing Subtab
| Setting | Description | Recommendation |
|---|---|---|
| Create office copy when quoting the customer | If checked, when a customer is quoted using the Customer Copy print, an Office Copy will be automatically created and added to the quote attachments. | Discretionary |
| Show component units (not extended quantities) | If checked, when components are printed, the component units are shown. | Discretionary |
| Quote lamps (by default) | If checked, lamps are quoted automatically. | Discretionary |
| Don't 'merge brands' on quote breakouts |
If checked, child brands are shown on separate pages of the Manufacturer Breakout print, regardless if the child brands have the Merge Brands setting checked. If unchecked, child brands with the Merge Brands setting checked are combined into the parent brand on Manufacturer Breakout prints. |
Unchecked |
| Hide manufacturer on resell items on breakout prints | If checked, OASIS will hide the manufacturer ID on resell items when printing Manufacturer Breakouts | Checked |
| Hide manufacturer on resell items for all prints | If checked, OASIS will hide the manufacturer ID on resell items when printing any quote print. | Checked |
| Don't ask to become quoter when printing quote | If checked, OASIS will not ask the user if they want to become the quoter (if they are not already). |
Discretionary |
| Check "Draft Only" (quotes) |
If checked, OASIS will automatically enable the Draft Only print setting when printing a Customer Copy or Manufacturer Breakout. However, users can manually disable the Draft Only print setting per print. Note: The Draft Only setting adds a "DRAFT ONLY" watermark to PDFs, suppresses the quotes status change, and does not create an attachment. The watermark will appear on the PDF preview inside the Message Editor (Send Message output), but it will not appear on the PDF once emailed. |
Checked |
| CC assigned sales accounts when emailing customer quote | If checked, when sending a Customer Copy of a quote using the Send Message output, any sales users assigned to the quote will be automatically courtesy copied. | Discretionary |
| CC assigned customer sales person when emailing customer quote | If checked, when sending a Customer Copy of a quote using the Send Message output, any sales users assigned to direct and indirect customers will be automatically courtesy copied. | Discretionary |
| Always show manufacturer freight terms - even with unassigned profit / overage |
If checked, OASIS will print manufacturer freight terms regardless of whether a PROFIT or OVERAGE line exists on the quote. If unchecked, PROFIT and OVERAGE lines will automatically suppress manufacturer freight terms from printing. This is because freight terms may change as the profit or overage is moved between manufacturers. |
Unchecked |
| Quote multiple customers at once |
If checked, users can quote multiple customers using any print output selection. If unchecked, users can only quote multiple customers using the Send Message output. |
Unchecked Do not make a change without first contacting OASIS Support |
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