You can set up financial rules for processing of quotes.
About this task
To define Financial Rules
for quotes:
Procedure
- Navigate to the Quote Financial Rules screen.
To navigate to the Quote Financial Rules screen, perform the following
steps:
-
Log in to Sterling™ Business Center as a
system administrator or a system setup administrator.
- From the System Setup home page,
expand the Quotes menu, and then click Financial
Rules.
The
Quote Financial Rules screen is displayed.
- 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.
- From the Charge Name For Shipping menu,
select the charge name that represents the shipping charge to be used
for a quote.
- Click Save.