Projects and Quotes Global Settings

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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:

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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