Settings in Invoicing manage the default settings when creating a new quote. This tab controls sales orders and quoting. Most settings in this tab apply to both and some only to sales orders and others only to quotes. Review the System Settings under Sales Orders for the full details of all settings.
The important settings in Invoicing that impact Quotes are:
| IDKey | Default | Description |
|---|---|---|
| InvoiceFromQuoteUseActivateDate | No | Initiated date of invoice to be the creation date (i.e. the login date) instead of the Next Activated Date when created from a quote using Standing Orders Processing |
| DefaultQuoteExpiryDate | 30 | Automatic calculation of expiry date for a quote based on the Initiated Date plus the expiry days. This information is displayed in the Totals tab of the quote and can be viewed from the Debtor record, Customer Activities, Quotes |
| DefaultPriceUpdating | No | Controls the pricing to be applied when creating sales orders from a quote using Standard Orders Processing. That is update quote prices to current pricing or leave as quoted |
| AllowQuoteOverrideMessage | Yes | Allow message to display when quote passes expiry date |
| AllowQuoteNumberOverride | No | Allow manually generated quote numbers |
| CopySalesQuoteIncludesNotes | No | Creating a new quote from another quote using Record, Copy Quote to include Notes |
| CopySalesQuoteIncludesDocuments | No | Creating a new quote from another quote using Record, Copy Quote to include Documents |
| MakeSalesOrderFromQuote IncludesNotes |
No | Creating a new sales order from quote to include Notes attached to the quote |
| MakeSalesOrderFromQuote IncludesDocuments |
No | Creating a new sales order from quote to include Documents attached to the quote |
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