FSM Mobile Quote Configuration Reference

Standard configuration supplies the quote definition. The tab is available only when the matching task-resource rule includes quote. Defining or changing the resource doesn't select it for a task. The employee's matching resource rule must also load inventory, which supplies the shared orderable item list.

The standard resource allows creation, editing, and deletion through the common permission defaults. It permits multiple quotes and doesn't require a quote for task completion. These defaults remain subject to the quote's status, line ownership, validation, and other resource restrictions.

The following table lists standard Quote settings, their paths inside "routes/mobile", and the effects of configuration changes.

Setting	Location	Behavior and Effects
Task availability	event.article.task.resources, event.article.projecttask.resources	The first matching rule selects the task's resources. Include quote in that rule and retain its other resource IDs. Configure each event type used by the workflow.
Shared item data	user.employee.resources, inventory.element.orderable	Standard employee rules load inventory. Quote item choices reference orderable.options. Removing the shared resource can leave the Quote tab without its item data.
Permitted actions	quote.create, quote.edit, quote.delete, quote.readonly	Standard Quote leaves creation, editing, and deletion enabled through the common action defaults (true). Restrict individual Quote actions or make the tab read-only. For information about the shared controls, see Permission Precedence.
Quote counts	quote.min, quote.max	The Quote definition omits both properties. The effective common default for each property is 0. Multiple quotes are permitted and a quote is not required for task completion. For count and completion controls, see Article Counts and Completion.
Quote selection	quote.article.filters	Selects estimates linked to the current task or project task, plus estimates matching both the current project and case. Preserve the estimate restriction and required task boundaries when changing selection.
Context during creation	quote.article.defaults and event mappings	Supplies the customer, date, and task or project task links. With Multi-Subsidiary Customer enabled, also supplies the event subsidiary. Defaults initialize estimates during creation and don't migrate existing records.
Item and quantity	quote.element.item, quote.element.quantity	Item is required and uses orderable.options. Quantity is required, uses an integer element, and starts at 1. Its minimum comes from the selected shared item option.
Description	quote.element.description.value	Uses the selected option's description. Preserve the option's description property when changing shared data.
Purchase order number	quote.element.purchaseorder	Text input with an explicit maxlength of 45. Saves to estimate otherrefnum.
Email	quote.element.sendemail, quote.element.emailto	The Send Email box is cleared by default because the checkbox element defaults to false. The Emails field is required, uses an email pattern, and initializes from event.email. The Emails field remains required when the Send Email box is cleared.
Project and case application and signing	quote.element.apply, quote.element.signature	The Apply to current Job box is cleared by default because the checkbox element defaults to false. Its saved value is read from the project relationship. The signature writes to custbody_nx_customer_signature. Updating an existing quote with a signature invokes conversion.

For information about common permissions, counts, and dependencies, see FSM Mobile Resource Properties Reference. For information about element properties and validation, see FSM Mobile Element Reference.

Standard default JSON for the item, quantity, and purchase-order properties (other Quote properties are inherited):

          {
  "routes/mobile": {
    "quote": {
      "icon": "quote",
      "element": {
        "item": {
          "type": "select",
          "required": true,
          "search": true,
          "options": "orderable.options"
        },
        "quantity": {
          "type": "integer",
          "required": true,
          "value": 1,
          "min": "item.value ? orderable.options.filter(o=>{ return o.id == item.value.id })[0].min : undefined"
        },
        "purchaseorder": {
          "type": "text",
          "maxlength": 45
        }
      }
    }
  }
} 

        

Additional Information

• FSM Mobile Resource Properties Reference
• FSM Mobile Element Properties
• FSM Estimate Record
• FSM Mobile Resource Selection and Shared Data

Related Topics

• Configuring FSM Mobile Quote Management
• FSM Mobile Quote Customization Dependencies and Limits

General Notices