When you create a quote and quote defaults exist, a pop-up window displays between the first and second frame of Call Quote Maintenance, like the one that displays in Call Maintenance.

Enter values in the pop-up to find the most appropriate defaults. The work code initially defaults from the technical work code defined in Call Management Control.

See Call Defaults Pop-Up for an example.

If no defaults match the work code, model, and service group, the system looks for a match by work code and model, then work code alone. If no defaults match the work code, it uses defaults set up for call quotes, as opposed to calls.

See Setting Up Call Defaults for more information on the search algorithm.