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Quote - Exclude from Reports

This flag will helpassist when we need to runrunning reports foron quote valuevalues, andallowing needus to exclude thesecertain valuesquotes (basicallyeffectively showingtreating them as zero).

This will work in conjunction with the prepricedPrepriced tick box. 

 Here are the rules:Rules:

  1. Quote created from a job (Prepriced already ticked):

    • If thea quote is created from thea job where the jobPrepriced hastick is already selected, then the prepriced“Exclude from Reports” tick on,should putautomatically thebe excludeapplied.

  2. Quote (.1) created from reportsa tickjob on(Prepriced added later):

    • If thea quote is a .1 created from a job and the personuser ticksselects the prepricedPrepriced becausetick (when it was not on,previously selected), then the “Exclude from Reports” tick theshould excludealso frombe reportsapplied.
      • as
    well

  3. New standalone quote:

    • If the quote is a new quote is created (not from a job) and the personuser ticksselects Prepriced, no action is required — do not apply the prepriced, don't do anything regarding the tick for exclude“Exclude from reports.

      Reports”       tick.

 

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