Client Quote Screen

This business rule defines all the fields for the Quote screen. The business rule is configured to allow modifications to the sort order of the items displayed above the line within the Quote section of the screen.

The Quote screen business rule defines the quote columns that will display in the quote table grid.

Client Quote Screen Rule: Elements and Attributes
Element/Tag Attributes Parent Element Description Element/Attribute Value

<ClientQuoteScreen>

 

  

The opening and closing tag for the business rule.

  
<DefaultQuoteName>    

Optional element:

Defines what quote name to select by default in the coverage drop-down box when the Quote screen is loaded.

Required Element value:

QuoteName

Specified quote name will be set as default in the quote type drop-down box.

Note: If this element is not present then the first alphabetical quote will be selected.
<Table>   <ClientQuoteScreen>

Optional element:

Use Table elements.

Standard OIPA table elements used to define the Quote grid at the top of the quote screen. if not entered the followng columns will be defaulted:

  • QuoteNumber
  • Version
  • Description
  • TypeCode
  • StatusCode
  • EffectiveDate
  • ExpirationDate
  

XML Example

<ClientQuoteScreen>
<Table>
<Column ALIGN="Left">
<Display>Description</Display>
<Name>Description</Name>
<Group>QuoteVersion</Group>
<DataType>text</DataType>
</Column>
<Column ALIGN="Left">
<Display>Effective Date</Display>
<Name>EffectiveDate</Name>
<Group>QuoteVersion</Group>
<DataType>Date</DataType>
</Column>
<Column ALIGN="Left">
<Display>Quote Number</Display>
<Name>QuoteNumber</Name>
<Group>Quote</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="Left">
<Display>Version</Display>
<Name>Version</Name>
<Group>QuoteVersion</Group>
<DataType>Integer</DataType>
</Column>
<Column ALIGN="Left">
<Display>Type</Display>
<Name>TypeCode</Name>
<Group>Quote</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="Left">
<Display>Expiry Date</Display>
<Name>ExpirationDate</Name>
<Group>QuoteVersion</Group>
<DataType>Date</DataType>
</Column>
</Table>
</ClientQuoteScreen>