Sales Quote-
- Former user (Deleted)
- Patricia Zhuo
- Benito Ramirez (Unlicensed)
Field Label | Field Level Help | |
|---|---|---|
| 1 | Allocated Qty. |
|
| 2 | Allocation Priority |
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| 3 | Allocation Status |
|
| 4 | Alternate Shipping | Defined on the Customer Account record. Used if the Ship-to Address is different from the Bill-to Address. |
| 5 | Bill-to Blocked | Indicates if the Bill-to Customer is blocked. Defined on the Customer Account. |
| 6 | Bill-to Customer | The Customer responsible for payment. |
| 7 | Billing City/Country/Postal Code/State/Street | Address fields defaulted from the Bill-to Customer. |
| 8 | Billing Contact | The contact person for billing purposes. |
| 9 | Currency | The Currency defined for the Sales Quote. |
| 10 | Currency Factor | The conversion factor from the Currency on the Quote to the Default Currency defined on the Company Setup Record. |
| 11 | Cust. PO No. | External reference number used by the Customer that placed the order being shipped. |
| 12 | Description | The Description of the Sales Quote. |
| 13 | Do Not Allocate |
|
| 14 | Document Status | Automatically populated by GoldFInch. Possible values: Open or Order Created. |
| 15 | Due Date | This is the date when the quote expires |
| 16 | Freeze Allocation |
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| 17 | GL Ledger | GL Ledger for the transaction. Default is blank. |
| 18 | Import Sales Order | The Import Sales Order record associated with the Sales Order. |
| 19 | Keep Prices when Convert | Indicates if prices should be kept upon converting the Sales Quote to a Sales Order. |
| 20 | No. of Lines | The total number of lines from all sales lines. |
| 21 | Order Date | The creation date of the associated Sales Order. |
| 22 | Payment Discount % | The Payment Discount % to be applied if payment is received before the Payment Discount Date. |
| 23 | Payment Discount Date | The payment cutoff date for receiving a Payment Discount. |
| 24 | Payment Term | The Payment Term for the quote. |
| 25 | Pricing Base on Shipment Date |
|
| 26 | Printable Billing Address | Aggregation of all Bill-to fields. Used to create a formatted billing address. |
| 27 | Printable Shipping Address | Aggregation of all Ship-to fields. Used to create a formatted shipping address. |
| 28 | Project | The Project associated with the quote. |
| 29 | Qty. Not Allocated |
|
| 30 | Quote Amount | Sum of the Line Amount field on all associated Sales Quote Lines. |
| 31 | Quote Amt Incl. Tax | Sum of the Line Amt Incl. Tax field on all associated Sales Quote Lines. |
| 32 | Quote Date | The creation date of the Sales Quote. |
| 33 | Quote Discount | Sum of the Discount field on all associated Sales Quote Lines. |
| 34 | Quote Profit | Sum of the Line Profit field for all associated Sales Quote Lines. |
| 35 | Quote Profit % | Quote Profit / Quote Amount if Quote Amount is not 0. |
| 36 | Quote Quantity | Sum of the Quantity field on all associated Sales Quote Lines. |
| 37 | Quote Revision |
|
| 38 | Quote Tax | Sum of the Tax field on all associated Sales Quote Lines. |
| 39 | Sales Rep | The internal Sales Rep responsible for the quote. |
| 40 | Sell To Blocked | Indicates if the Sell-to Customer is blocked. Defined on the Customer Account. |
| 41 | Sell-to Customer | The Customer receiving the quote. |
| 42 | Shipment Date |
|
| 43 | Shipping Agent | The courier used for the shipment. |
| 44 | Shipping Agent Service | The service to use when shipping the goods. |
| 45 | Shipping City/Contact/Country/Postal Code/State/Street | Defaulted from the Sell-to Customer or Alternate Shipping address. |
| 46 | Tax Area | The Sell-to Customer Tax Area or the Alternate Ship-to Tax Area if not blank. |
| 47 | Tax Liable | Indicates if the Customer is liable for tax. |
| 48 | Warehouse | The shipping Warehouse. |