This registry entry enables you to set a number of configuration for the Quote Master viewer. This registry also specifies options to set the Job Cost Category for Fixed Price Quotes and Quotes with Inventory for TechAnywhere generated Quotes.
Testing Your Registry Entries
The system does not verify the validity of registry entries. Be sure to test your registry entries after completing them to verify that they are functioning correctly.
Setting Values are Uppercase-Lowercase Sensitive:
The Setting Value is case-sensitive: be sure that you enter the value exactly as specified in the documentation. If the documentation specifies a value of true, do NOT enter True or TRUE.
Registry to Prevent Work Order NTE fields from being updated by Approval Wizard.
The ‘Imported from Quote’ fields on Labor, Inventory and Other Work Order lines will be checked if the line was imported from QuoteMaster. A registry entry (see Work Order Registry Entry to Deny Changes to QM lines ) may be implemented to deny all changes to imported lines.
See Global Settings: Material Requisitioning for using Material Requisition in conjunction with Quotemaster.
Set Tax Type on Revenue Adjustment Management Fee is a global setting that impacts the Quote and Work Order.
Registry to Enable Old Markup Methodology
If the Quote Manager / Quote Scope Viewers or CRMAnywhere are being used, entries for these viewer must be made in the Quote Manager Registry or the Quote Scope Registry.
Registry Id: sys-viewer-vqte
See the Standard Registry section in Registry Viewer for additional Registry Id formats to allow entries for specific Users, Branches, Security, or User Groups to override the main entry.
When New WO is selected, the 'new' WO Tech line is included in the wizard. The WO tech currently defaults to the Site Equipment Tech. The following registry option may be implemented to default the Tech Id to blank. This preserves existing behavior while adding the ability to create an unassigned WO by default.
Note: if the Quote includes subcontractor lines, a tech line for the subcontractor will also be written to the new work order. This functionality is NOT impacted by the new registry.
Registry Id: sys-viewer-vqte
Setting Key: NewWorkorderBlankOutTech Setting Value: true
Registry Id: sys-viewer-vqte
Setting Key: ApprovalWizardRequiresFixedFeeBillingItem Setting Value: true
If this registry entry is implemented, the system will check during the approval wizard that the Billing Item specified on the Job screen of the wizard has both the Fixed Fee and Allow Extras checked. The default value is false, effectively restoring the previous SAM Pro behavior unless the entry is present.
This option may be used to warn or prevent users from exporting to a Preventive Maintanance work order during the approval process. Two options are available: WARNING or ERROR.
Registry Id: sys-viewer-vqte
Setting Key: ExportToPMWorkOrder Setting Value: WARNING or ERROR
When the value is WARNING, the following will be displayed if the user elects to write to a Preventative Maintenance Work Order: “Warning: You are attempting to export this approved quote to a Preventative Maintenance work order. It is suggested that you click “NO” and export to a new work order.” If the user selects ‘Yes’, the Quote will be exported to the Preventative Maintenance work order.
When the value is ERROR, the system will display the message "Export to Preventative Maintenance work orders is not permitted." After confirming the message, the user will NOT be allowed to continue until the user elects to write to a new work order, or an existing work order that is not of the Type PreventiveMaint.
Registry Id: sys-viewer-vqte
Setting Key: locationid Setting Value: defaultlocationid
If present, this entry sets the default inventory Location for the Quotemaster Approval Wizard. defaultlocationid should be replaced with a valid Location Id. Note that the Location Id in the wizard is only used when generating a new work order and PO's for that Work Order - if you write to the source work order, its Location id is not changed or blanked.
With the Setting Value blank, this option forces a blank location in the Approval Wizard, which the user should then complete.
The following registry option will default in a Tech log type status code to the wizard:
Registry Id: sys-viewer-vqte
Setting Key: ApprovalWizardDefaultTechStatus Setting Value a valid status
If this registry entry is not found the default will be 'quote approved'.
If the user elects to create a New Work Order, the ApprovalWizardDefaultTechStatus option is only used to set the Tech Status on lines for the NEW WO: the current Tech Statuses for the source WO will not be changed. If the user elects to write back to an existing Work Order, the ApprovalWizardDefaultTechStatus option provides the default Tech Status for all Tech lines listed on the Technicians screen.
Registry Id: sys-viewer-vqte
Setting Key: LogQMWizard Setting Values: true
When implemented, the system will generate a log of the values selected (system defaults or user-selected) when the Quotemaster Wizard is run (regardless of whether or not the posts are successful). This option is designed to assist support in resolving questions involving user entries in the wizard. The log will be written to the folder defined by the dbreportfiles registry option.
The file name of the log file will be of the form: WizardLogForQuote_QuoteId_Date_Time
Important: If the Quote Manager / Quote Scope Viewers or CRMAnywhere are being used, your entries should also be enabled in either the Quote Manager Registry or the Quote Scope Registry.
By default, clicking the Print Quote button will complete the Report Id field if it is blan. But users running Crystal Reports Quote Form want the Report Id to be blank so that it can run a third party app. This release supports a registry key to override the default behavior. When this is set to true the Quote will allow blanks in the Report Id to allow Crystal Reports to run.
Id: sys-viewer-vqte
Setting Key: UseCrystalQuote Setting Value: true (default false)
This registry allows the user to manually set the Quote Scope's Status to Printed in the Quote Scope tab. The registry was implemented to allow users running Crystal Reports to set their Quotes to Printed since Crystal does not support the print confirmation available in the SAMPro Quote report. Note that fully approved scope may not be set to printed.
Id: sys-viewer-vqte
Setting Key: AllowPrintedScopeStatusToBeSetManually Setting Value: true (default false)
Registry Id: sys-viewer-vqte
Setting Key: AutoUpdateWOTechStatusIgnore Setting Value: status1,status2,status3....
where status1 (and so on) is replaced by a valid technician (log type) status. This option instructs the system that technician lines with these statuses should not be updated to WaitCustApprvl as noted in the entry above.
Example:
Setting Key: AutoUpdateWOTechStatus Setting Value: WaitCustApprvl
Setting Key: AutoUpdateWOTechStatusIgnore Setting Value: cancelled,billed,tech declined
In this example, if a work order was used to generate a quote, the following would occur when the Quote was saved:
Entries on the Technicians tab for the work order would be set to a status of WaitCustApprvl unless the status was cancelled, billed or tech declined. If the tech status was cancelled, billed or tech declined, the status (log type) on that work order technician line would not be updated.
This registry option is required if Fixed Price TechAnywhere Quotes will be generated. It provides a default Cost Category to be used on the Scope tab when a Quote is generated in SAMPro from TechAnywhere.
Registry Id: sys-viewer-vqte
Setting Key: ScopeCostCategoryDefault
Setting Value: a valid non material job cost category id
This registry option is required if Quotes will be generated from TechAnywhere. It provides the Cost Category for Inventory Items referenced on the quote (regardless of whether or not a Cost Category is specified in the Item's Inventory Item Group). This Cost Category will be used where a Quote including Inventory Items is generated in SAMPro from TechAnywhere.
Registry Id: sys-viewer-vqte
Setting Key: InventoryCostCategoryId
Setting Value: a valid material job cost category id
Registry Id: sys-viewer-vqte
Setting Key: FilterEquipmentByServiceCategory Setting Value: false
This entry disables the filtering of the Equipment field on the Options and Equipment tabs when the Service Category field is set; all active equipment will be listed, regardless of its Service Category.
The system will change the source work order Tech status to the registry value defined by the following when quotes are printed. The old setting still applies when the Quote is created (AutoUpdateWOTechStatus).
Registry Id: sys-viewer-vqte
Setting Key: AutoUpdateWOTechStatusWhenPrinted Setting Value: status
Registry Id: sys-viewer-vqte
Setting Key: AutoUpdateWOTechStatus Setting Value: WaitCustApprvl
This option concerns the lead workorder (referenced on the Main tab of the Quote viewer). By default, the status of the Technicians on the Work Order Technician Tab is not affected when the work order is used to generate a Quote. However, by implementing this registry setting, when a Quote is saved with a new (or different) Work Order Id in the Main Quote Tab, the system will change the individual Technician Statuses to WaitCustApprvl, which may also impact the Work Order Escalation Status.
Registry Id: sys-viewer-vqte
Setting Key: DefaultExpirationDate Setting Value: today+days
When you create a new Quote, this option defaults the Expiration Date to the specified number of days from today.
Example:
Setting Key: DefaultExpirationDate Setting Value:today+59
If today’s date is January 23, 2014, the Expiration Date would be set to March 23, 2014 for a new Quote.
Registry Id: sys-viewer-vqte
Setting Key: FlatRateLock Setting Value: false
This registry option enables you to clear the Lock option in the Flat Rate entry form displayed when you click the Import Flat Rate button on the Scope tab. If the Lock option is checked when the flat rate is imported, the system will prevent additional Flat Rates from being imported after the first one is referenced. If the user wishes to use flat rates as assemblies, the lock option should be blanked.
Registry Id: sys-viewer-vqte
Setting Key: AllowClosedWO Setting Value: true
The registry option basically allows the user to reference a Closed WO in the Quote. If this option is not implemented, the Quote viewer's validation code denies use of any WO that has an Escalation Status of Completed, Invoice Ready, Billed, Invoice Review or Credit Hold. With the new registry entry (AllowClosedWO=true), the list of rejected Escalation Status values is reduced to Credit Hold.
The Quote Approval wizard requires the use of the New WO option when the Quote's main WO is a closed WO. Under no circumstances should the Quote Approval Wizard allow the user to select a closed WO.
This registry setting disables the VENDOR ID from being loaded from the Inventory Item’s Vendor Id field (on the Purchasing Tab) to the Quote’s Inventory tab. Note that the PO generation process is still be available in the Wizard if the USER enters a VENDOR ID. The Registry option to activate this feature is:
Registry Id: sys-viewer-vqte
Setting Key: ImportPrimaryVendor Setting Value: false
This value ONLY gets used if during the approval wizard the user chooses to create a new work order and the original (source) work order is not one of the status' specified in the AutoUpdateWOTechStatusIgnore registry value.
Registry Id: sys-viewer-vqte
Setting Key: SetSourceWOStatusOnApproval Setting Value valid status
When implemented, the following option will generate a log of the values selected (system defaults or user-selected) when the Quotemaster Wizard is run (regardless of whether or not the posts are successful). This option is designed to assist support in resolving questions involving user entries in the wizard.
The log will be written to the folder defined by the dbreportfiles registry option. The file name of the log file will be of the form: WizardLogForQuote_QuoteId_Date_Time.txt.
Registry Id: sys-viewer-vqte
Setting Key: LogQMWizard Setting Value: true
By default, information from the quote's Scope of services writes to the WO Equipment Work Performed when the Wizard is run. All Scopes are concatenated, and also written to the WO Work Performed. However, nothing is written to the WO Equipment Work Requested, and this is the information that is shown in New Call.
This option is for the Wizard to also update the WO Equipment Work Requested from the applicable Quote Scope line if Quote’s subcontractor work requested field is blank. If the WO Equipment Work Requested field already contains text, the information from the Scope Tab (scope of services) is added to the existing information.
Registry Id: sys-viewer-vqte
Setting Key: SetWOWRFromScope Setting Value: true
If this registry option is implemented, the equipment work requested will be appended with the scope of services field from the quote (unless there is text in the Quote’s subcontractor work requested fields that is used, instead, to update this field).
By default, the Quote Approval Wizard updates the WO Equipment Work Performed from the Scope of Services. This pair of registries entries for Quote Master or Quote Manager results in setting the WO Equipment Work Requested (but NOT the WO Equipment Work Performed) then the Approval Wizard is run.
Id: sys-viewer-vqte
Setting Key: SetONLYtheWOWRFromScope Setting Value: true (default false)
Setting Key: SetWOWRFromScope Setting Value: false
Note that SetWOWRFromScope MUST be set to false to enable this functionality.
When creating fixed fee quotes, the WO detail generated from the Approval Wizard will have a Qty Bill on all of the lines. Lines with a Qty Bill will appear on the invoice even though they are not marked as extra. The following registry may be enabled to set the Qty Bill to zero on Fixed Fee lines that are not flagged as when the Quote Master Wizard posts to the Work Order. Note that this registry is enabled in the Work Order’s Registry, not the Quote’s.
Registry Id: sys-viewer-vwrkordr
Setting Key: FFQtyBillZero Setting Value: true (default false, preserve current behavior)
If you want to run the approval Wizard when the record is saved you must enter this new registry. This was the default in earlier versions of SAMPro.
Registry Id: sys-viewer-vqte
Setting Key: RunWizardAfterSavingQuote Setting Value: true
If this option is not entered the user will set one or more scopes to ‘Approved’, save the Quote, and then click the Approval Wizard button to run the wizard.
When you begin to add a Quote in Quote Master, the system will now ask if you wish to view the Notes associated with the Site you selected (either directly or by choosing a source Work Order). The following registry options may be used to alter this behavior:
Registry Id: sys-viewer-vqte
Setting Key: SiteNotesNoPrompt Setting Value: true
This entry changes the default behavior of Quote Master – which is to prompt the user to view any notes that are associated with the selected Client Site when a new Quote is being created. If you implement this option, Quote Master will automatically display the list of notes with a Client Site is selected (either directly or by choosing a source Work Order).
Registry Id: sys-viewer-vqte
Setting Key: nonotes Setting Value: true
This entry changes the default behavior of Quote Master and suppresses the display of Site Notes when a Quote is being created. This restores the behavior present in version 7.2 and earlier.
By default, the Flat Rate Import code forces each line's Tax Type Id to 'n/a' instead of applying normal SAMPRO tax rules. The following registry setting may be used to use the Job’s tax rules when setting the Tax Type.
Registry Id: sys-viewer-vqte
Setting Key: ApplyTaxRulesOnFlatRateImport Setting Value: true
This registry enables you to set the status of Change Orders generated by the Create CO button.
Registry Id: sys-viewer-vqte
Setting Key: JobBillingItemStatusDefault Setting Value: any valid Job Billing Status Id
In an earlier release, validation was added to disallow changes to any scope lines if the status is set Printed, Accepted, Approved or Declined, forcing the user to first change the status to Open to make changes. Changes to Labor, Inventory, Material, Other and Subcontractor lines were only allowed if the associated Scope Option was set to Open.
The validation associated with Accepted options has resulted in procedural issues for some of our customers. For this reason, the following registry setting may be implemented to allow changes to Accepted options on the Scope tab, and also to Labor, Inventory, Material, Other and Subcontractor lines associated with Accepted Scope Options.
Note: this registry option should be used with caution if FMAnywhere is enabled; options that a customer has accepted should not be altered.
Registry Id: sys-viewer-vqte
Setting Key: IgnoreAcceptedValidation Setting Value: true (default is false)
The following registry will cause the Quote Approval wizard to auto-launch a new report that includes instructions for the Tech (from the Scope of Services) and a recap of Charges (dollar amounts not included) and PO's generated. The report range screen includes both the Quote Id and the Work Order Id as range fields; both of these two fields are pre-loaded with the appropriate values coming from the wizard.
Registry Id: sys-viewer-vwrkordr (note setting is on the Work Order, not Quote Registry)
Setting Key: ProduceQuoteRecapReport Setting Value: true
Report Quote Recap WO (RQTERCPWO.rpt)
This report must be installed and assigned to the appropriate User Groups.
Note: this report may be also be run manually. Only Quoted which have been posted to a Work Order will appear on the report. If a Quote has posted to more that one Work Order, specifying only the Quote Id on the Report Range will result in all Quote/WO combinations appearing on the report.
Registry Id: sys-report-rqtercpwo
If you wish to have this report saved as a document on the Work Order and Quote records, a registry setting for this report must be established. The following options will save the report when it is displayed, and set the Document to Tech Viewable. The report will be saved as a PDF (so that it can be viewed it from TechAnywhere).
Setting Key: autosavedirectory Setting Value: pathToDirectory
Setting Key: autosavefilename Setting Value: ^sectionkeyvalue^_^date^_^time^
The sectionkeyvalue in this report consists of the quote and work order id.
Setting Key: autosave Setting Value: true
Setting Key: autosavebysection Setting Value: true
Setting Key: autosavefiletype Setting Value: PDF
Setting Key: ViewableTech Setting Value: true
In Version 9.0.572.017, Credit Hold processing was tightened up so that if either the Days Credit Hold or Credit Limit set on the Client are exceeded, a new Work Order generated by the Wizard would be put on Credit Hold.
The following registry has been added to allow the user to return to the old default behavior so that a new Work Order is ONLY put on Credit Hold if the Site or Client is flagged as Credit Hold. The Client's Credit Limit and Days Credit Hold will be ignore.
Registry Id: sys-viewer-vqte
Registry Id: sys-viewer-vqtemngr
Setting Key: IgnoreCreditHoldDaysLimit Setting Value: true (default false)
With the following registries enabled, when the Approval Wizard is run, the contents of the source Work Order's User fields will be written to the new Work Order (when that option is selected.
Id: sys-viewer-vqte
Setting Key: CopyWOUserFields Setting Value: true (default is false)