Engineering General Setup

In the Engineering General Setup screen the user can adjust some basic system settings that will be applied in all proposals and estimates.

  1. In the system’s main menu, click Sales > Records > iQuote > Engineering > Engineering General Setup. The following screen will open:

Note: For more information on the buttons in this toolbar refer to “Standard Toolbar” in Introduction to iQuote.

 

  1. Complete the fields as described below:

Field

Description

Review when engineering is created

This parameter should be kept disabled.

Enable detailed signatures

Enables the signature detailing, which Allows the user to specify each product’s signature individually.

Enable product versioning

Allow to create estimates with multiple product versions.

Run calculation method

Allow to define the versioning according to the production runs, which can be:

One single version by run

One or more versions by run

Runs defined manually

 

Note This field is displayed only when the Enable product versioning parameter is checked.

Activate engineering log

This parameter is for ePS’s staff use only. It should be kept disabled by default.

Substrate usage's Standard Deviation

Standard deviation percentage to be applied to the substrate usage in proposals and estimates.

 

  1. When finished, click Save.