Configure financial rules for quotes

You can set up financial rules for processing of quotes.

About this task

To define Financial Rules for quotes:


  1. Navigate to the Quote Financial Rules screen. To navigate to the Quote Financial Rules screen, perform the following steps:
    1. Log in to Sterling Business Center as a system administrator or a system setup administrator.
    2. From the System Setup home page, expand the Quotes menu, and then click Financial Rules.

      The Quote Financial Rules screen is displayed.

  2. Select the Validate Charge Name check box if the system must validate the charge names that are used for an order document that is existing in the system before it proceeds with payment collection.
  3. From the Charge Name For Shipping menu, select the charge name that represents the shipping charge to be used for a quote.
  4. Click Save.