Auto Add Rules on Quotes

Rules can be set up in the system and automatically applied to quotes that allow for added percentage changes based on price or cost of the items within a quote.  Rules are configured based on the quote sale types and item types. When specified criteria are met, a new line item is automatically added to a quote and changes the total.

Examples of this application are automatically adding a freight percentage to quotes containing A type items for customer installation, or automatically adding warranty lines for quotes set with a Sale type to create a Project

Permission requirements:

The AUTOADDRULE permission provides users with access to the Auto Add Rule form.  Permission options are create, edit, view, and delete

Creating Auto Add Rules:

1. Go to Accounting > Admin > Misc > Auto Add Rule Admin
2. To add a new rule, click the green ADD button
3. Fill in the fields as necessary
   1. Title: A brief description of the Auto Add Rule
   2. Master No: Find and select the Master to be automatically added to the line items tab of a quote using this rule
   3. Doc Sale Type: Specify the Sale Type that is to be selected for this rule
   4. Doc Item Type: Select the Master/Line Items type that will be used in the calculation of the price and cost of the automatically added Master No from step b
   5. Cost Percentage: Specify the percentage that will be used to calculate the Cost of the newly added Master from step b.  This formula will be [Cost Percentage multiplied by (Sum of Calculation Base Price/Cost of all specified Item Types from step d)]
   6. Price Percentage: Specify the percentage that will be used to calculate the Price of the newly added Master from step b. The formula to be used will be [Price Percentage multiplied by (Sum of Calculation Base Price/Cost of all specified Item Types from step d)]
   7. Calculation Base: Based on the Selected Item Types from step d, determine whether Q360 is to sum the Price or the Cost of the Line Items to calculate the price and cost of the newly added Master from step b
4. Click Save
5. Every time a Quote is created that is of the same Sale Type specified in step c above, the specified Master in step b will be added to the quote line items upon saving.  It will also be re-calculated every time the quote is saved depending on the changes made to the quote

Exceptions to Auto Add Rules:

In order to prevent the Auto Add Rule from working on a particular quote that meets the Sale type of an existing rule, follow next steps

1. Go to the Quote form > Details tab
2. Check the Bypass Auto Add Rule checkbox
3. This will prevent Q360 from adding, re-adding, or re-calculating the automatically added Master

Additional information:

• Rules may be applied to existing quotes that are in DATAENTRY, REJECTED, CONFIRMED status, but this does not occur automatically.  Each existing quote that you wish to inherit the rules must be edited and saved
• When a rule in an auto add item is deleted, or the sale type of a quote changes, the rule is removed and replaced with a new rule if one exists for the new sale type.  The quote must first be edited and saved
• Rules do not apply to RMAs, and CCOs
• When copying a quote that uses the auto add rules, the new copied quote will contain the same rules
• Multiple rules may affect a single quote.  You may, for example, have separate rules for Freight and Warranty on a single quote

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