Quote Route Types Control The Information Merged Onto Quotes

Every quote routing references a quote route type. The route type controls the following quote functions:

• It contains an algorithm that is responsible for extracting the information merged onto your quotes. Specifically, algorithms of this type create the "flat file records" that are passed to your quote-print software. Algorithms of this type are called under the following scenarios:

  • The background process that builds the flat file that's passed to your quote-print software calls these algorithms to construct the "flat file records" for each quote. Refer to Technical Implementation of Printing Quotes In Batch for the details.

  • If your quote-print software has the ability to construct a real-time image of a quote (in a PDF), you can plug in an Online Quote Image algorithm on the Installation Record. This type of algorithm calls the quote's dispatch group extract algorithm to extract the information that is merged onto the quote. Refer to Technical Implementation Of Online Quote Image for the details.

• Refer to The Doc 1 Records for examples of the record layouts passed to the Doc 1 print software.
• It contains the ID of the background process that builds the flat file that's passed to your quote-print software. The base package example of this process (known by the batch control ID of QUOTROUT) simply calls the extract algorithm on the routing record's route type to format the information placed onto the flat file.