Quote Approver Maintenance - List

Program/Screen: RAAPVM/RAAPVMC1

Description:

Control record USEAPV must be set to Y and an online module must be installed to use this functionality.  Please contact your Wynne Systems representative for more details.  When this functionality is enabled, users can only enter quotes through Create/Update Rental Reservation/Quote.  Reservations cannot be entered.  A quote must first be entered and approved and then converted to a reservation.

 

Use this program to set up and maintain the system users who can approve rental quotes in order to convert them to reservations.  This screen lists the approvers who have already been set up.  Set up new approvers via F6, and maintain existing approvers via option 2.

 

Click a link to advance to that section of the topic.

 

 

Navigation

Access this screen from the Cross Application Maintenance menu.  Press F6 to advance to the Approver Maintenance screen and add a new quote approver.  To edit an existing approver, enter option 2 next to their name to advance to the Approver Maintenance screen.

 

Unique Quote Approver Maintenance Screens

Quote Approver Maintenance - List

Quote Approver Maintenance

 

Options

Option

Description

2

Edit.  Enter 2 in the Option field to advance to the Quote Approver Maintenance screen to maintain an existing approver record.

5

Display.  Enter 5 in the Option field to advance to a view-only version of the Quote Approver Maintenance screen.

 

Fields

Name

Displays the name of the system user who is a quote approver.

 

Group

Indicates whether the user is part of an approval group.

 

User Name

Displays the system user name for the quote approver.

 

Force

Indicates whether this user must approve all quotes (Yes), or whether the user only appears on a list of possible quote approvers (No).

 

Credit Check

Indicates whether the quote goes through a credit check process when this user enters an approval on the quote.

 

Status

Displays the current status of the quote approver.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F6

Add.  Advance to the Quote Approver Maintenance screen to add a new quote approver record.

F12

Cancel/Previous.  Exit the program or move back a screen.

 

Related Programs

Create/Update Rental Reservation/Quote

 

 

Back to top