If transaction types are used in your environment, this field can be used to apply a separate classification to your documents. This field will also be copied to a subsequent document status.
The quotation number is the unique number that a quotation gets, it is generated automatically.
The selected customer for which the quotation is intended.
A contact person within the customer's company who will receive the quotation. This field is not mandatory, but recommended to use.
The address where the items should be delivered when the quotation becomes an actual order. If no address is selected, the default address is selected from the customer data. This is also the billing address. It is therefore not necessary to create additional addresses for companies where only one address is known.
A reference for the customer, for example a serial number or a project number for the administrative processing at the customer.
Automatic value to indicate the status of the quotation.
The date when the quotation was made.
This field is the time of sending, usually a date. The Send
field initially changes automatically after the Invoice start
field changes and depends on the delivery time set on a shipping method or a customer card. The field that is filled in on the quotation headline is a suggestion that is copied when placing articles on the quotation.
Invoice start date
This field is the moment when the invoicing of articles starts. This can deviate due to, for example, delivery / transport time. The field that is filled in on the quotation headline is a suggestion that is copied when placing articles on the quotation. The invoice start date is therefore adjustable per item.
Invoice end date
This field is when the invoicing of items ends. This can also deviate due to, for example, delivery / transport time for return. The field that is filled in on the quotation headline is a suggestion that is copied when placing articles on the quotation. The invoice end date is therefore adjustable per item.
This field is the moment when the items will be returned to the warehouse. Depending on the delivery / transport time, it is also good to see when the items are returned. The field that is filled in on the quotation headline is a suggestion that is copied when placing articles on the quotation.
The date on which this quotation will expire and is no longer valid.
The user who created this quotation.
The delivery condition that is set during the creation of the quotation in agreement with the customer. How does the customer want the delivery to take place? This data is also copied when an order is made from the quotation. Values in this field are adjustable within the master data.
The user who last edited the quotation.
Discount or Surcharge % on a new line
Discount or surcharge percentage on the prices of the items that are put on the quotation. A positive value is a surcharge (S) on the standard price and a negative value (D) is a discount on the standard price.
Period on a new line
The period used for the price / unit field on each item placed on the quotation.
Ignore price agreements
If no standard discount may be charged for this offer, check this box.
The total value of all items on the quotation, including VAT.
The warehouse related to the quotation, where the order is also created if the quotation is approved.