Cost Rule

Cost Rule

Setup > Preferences & Costs > Costs > Cost Rules




Cost rules allows you to set properties of a quote based on some defined rule.

New Cost Rules



Name: Name for the Rule
Description: A short description the describes how the rule will affect a quote.
Cost Rule Type: Type of rule
Weight Rule: Adjust the Material Cost of a Quote.
Quote Rule: Adjust properties of a Quote.
Item Rule: Adjust the properties of the line items of a Quote.
Approval: Set the Approval rules for a Quote.
Approval Online: Set the Approval rules for Quotes created by customer using QuoteZone.
Group By: When the rule is executed the items will be grouped. All the similar items will be added together.
No Group: No Grouping will be done, each item will be evaluated on its own.
Material Group: All the items in a quote will be grouped by the Material Group. e.g. all SS items will be grouped together.
Material Grade: All the items in a quote will be grouped by the Material Grade. e.g. all S304 items will be grouped together.
Material Grade And Thickness: All the items in a quote with the same Material Grade and Thickness will be grouped together. e.g. all 1/2" S304 items will be grouped together.
Product Type: All the same product will be grouped together. e.g. add Bar products will be grouped together.
Product Sub Type: All the sub-products will be grouped together. e.g. all Flat-Bar products will be grouped together.
Product Code: All products with the same Product Code will be grouped together.
Location: All the items with at the same location will be grouped together.
External Reference: Tag or ID from and external system.
Enabled: When selected the rule will be executed when a new items is added to a quote.

 Add Rule Calculators

Rule calculators allow you to setup different equations that will govern execution of the rule.
More than one calculator can be added to a rule and each calculator can have multiple equations.


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