Quote - Quote Routings
This page is used to view the recipients of a quote. Refer to Printing Quotes for a discussion of how this information is used to produce quote images.
This page is also used to request a new copy of a quote.
No routing information until completion. A quote has no routing information until it is complete. At completion time, the system creates a routing detail for every person linked to the account that receives a copy of its quotes. Refer to Printing Quotes for more information about how this information is constructed.
Use and navigate to the Quote Routings page.
Description of Page
Quote Info contains a concatenation of important information about the quote (e.g., its expiration date and status). Quote ID is the system-assigned unique identifier of the quote. These values only appear after the quote is added to the database.
The Quote Routing Information scroll contains an entry for each recipient of the quote. This information is disabled after the quote has been routed to the recipient. The remainder of this discussion describes the fields that can be defined for each recipient of the quote.
Person ID identifies the person who was originally associated with the routing record. You may change the Person ID to any person in the system as this information is only used to default the recipient's name and address information, below.
The Quote Routing Parameters area contains information explaining how and when the quote is routed to the recipient. This information is gray when the quote routing information has been extracted or if a quote is reopened:
- Quote Route Type is the method used to transmit the quote to the customer. This information defaults from Account - Person Information.
- Batch Control is the identifier of the batch of quotes in which the recipient's copy was downloaded. Embedded in this identifier is the batch control ID and the batch number. Note, this batch process is defined on the Quote Route Type or CIS Division.
- Sequence is the system-assigned identifier assigned to this quote routing.
- Turn on Do Not Extract if the quote should not be routed to the individual for whatever reason.
- Reprint is checked if an operator created this routing. This switch is populated by the system and is always protected.
- Extract Date/Time is the date and time the quote was downloaded. This information only appears after the download has commenced.
The Mailing Address Information area contains the recipient's name and address.
- If the recipient has an override mailing name , Name1, Name2 and Name3 contain the person's override mailing name. Otherwise, Name1 contains the recipient's primary name (this name might also include a prefix or suffix if the related Account - Person relationship has these fields defined).
- The remaining fields are the recipient's address. Refer to Completing A Quote Creates Quote Routings (And More) for information about how the system constructs the recipient's address
- If the recipient's address is a mailing address (as opposed to fax or email), the Country associated with the address controls the fields that appear in the address. Refer to Defining Countries for more information on the address constituents.
- If a user manually adds a routing record, the mailing address information defaults from the information on the current routing record.
- If a user specifies a Person ID that is linked to the quote's account, the Quote Route Type defined for this person on the account is defaulted.
- If a user specifies a Person ID that is not linked to the quote's account, the Quote Route Type on the installation record is defaulted. Note, if the quote route indicates the quote is routed via the postal service, the system will only be able to default the person's address if the person has an override mailing address on their correspondence information.
- If the user changes the Quote Route Type after the initial default, the system populates the address information as described above.