QUOTED

From Wiki
Jump to: navigation, search
QUOTED direct.png
Name Direct Quotation
Shortcut QUOTED
Area Policy

See the NOVUS Walkthrough Guide for further information.



This program is designed for direct quotations. For QUOTED a slip is not necessary (direct)

Once the user is satisfied the details are correct, clicking the produce quote button will produce a direct quotation which is sent to the user's default printer.



Field name Description
Quotation/Policy No: Enter the required quote number (see below) or click [F9] to display available quotations.
Year: The quotation / policy number year is used to index the quotation within the WP area. Once entered this cannot be changed, although a different year can be specified when converting a quotation to a policy.
Type: Type has been extracted from the QUOTENEW program.
Insured: The name of the insured may optionally be entered if the program is being used for the first time for this quote number.
Original Insured: The name of the original insured may optionally be entered if the program is being used for the first time for this quote number.
Documentation: Options are ‘C’ or ‘T’

The ‘C’ option allows the user to create a quotation from a generic system dummy or blank document.
The ‘T’ option allows the user to specify a template document to be used as a basis for the quotation.

Once the documentation option has been added and configured, click the produce quote button to produce the quotation.

Documentation

The Document number fields (f) and tags for the documentation are at the Quote documents page.


Version History

V4.2.0 - Updated to the latest version.

v8M - the last improved version

v7T - BAPOLNUM updated fro URM 3501 - 11 characters