Tabs

• Quotation Header
• Quotation Line
• Order Tax
• Payment Schedule
• Custom Fields

Quotation Header

Critical Fields:

1. Quotation Date: Date on which Quotation is Shared with Customer.
2. Date Promised: Estimated delivery date of the product to the customer.
3. Business Partner: We can select existing/new customers here and this field is used to maintain the Vendor.
4. Partner Location:This field is updated automatically, based on business partner selection, and also updates location manually.
5. Delivery Rule: This field helps to select the timing of the delivery.   
5.1. After Receipt: It defines the order to be paid after receipt.
    5.2. Availability: This will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the              order or not.
    5.3. Complete Line: This will generate shipments whenever stock to fulfill any individual order line is available.
    5.4. Complete Order: This will create a shipment when the stock to fulfill the entire order is available.
    5.5. Force: This will cause a shipment to be generated for the full quantities specified in the order, regardless of whether they are in stock or not.
    5.6. Manual: This will prevent shipments from being automatically generated.

6. Delivery Terms: To update the Delivery Terms (Immediately, According to customer scope, Within 45 days etc.).
7. Warehouse: Product storage purpose, Select a warehouse where the final product is stored.
8. Delivery Via:
8.1.Delivery
8.2.Pickup
8.3.Shipper
9. Freight Cost Rule: Method for charging flight

    9.1.Calculated: We can calculate the freight cost.
    9.2.Fix price: Fixed the freight cost.
    9.3.Included in Price: Already included in the product price list.

10. Price List: The price list will be selected in the product master once we select the product price list will display automatically and the user also select manually.
11. Sales Representative: This field is used for sales rep updating purposes, the regard will display from the employee master when the sales rep field is checked.
12. Payment Rule: This field used to select the payment type.
    12.1 Cash: After receiving the invoice, the customer pays the invoice amount through cash only.
    12.2 Check: After receiving the invoice, the customer pays the invoice amount through a check.
    12.3 Credit Card: Payment amount paid to the vendor to use a Credit Card.
    12.4 Direct Debit: Payment amount paid to direct vendor account number.
    12.5 IMPS: instant interbank electronic fund transfer.
    12.6 Mixed POS Payment
    12.7 NEFT
    12.8 On Credit
    12.9 RTGS: Payment amount paid to RTGS.

13. Order Source : It is used to select the Source Details for this Document from the Order Source Master.
14. Order Source Type : It is a master window and it is used to maintain the Order Source type Based on the Order Source
15. Order Source Category : It is a master window which is used to select the data from the master and it is related with the Order source type.
16. Order Source Activity : Used to maintain the activity and It is a master data related with the Order Order Source Category.

Critical & one-time setup fields:

1. Organization: This field is used to select the organization

2. Target Document Type- This Field is used to select the type of document that you are going to process

Non-Critical Fields:

 

Zoom conditions:

1.  Sale order :  if sale order is created against the sales quotation it will be displayed here. 

 

Customization:

 

 

 

 

Quotation Line

Critical Fields

1. Product: : To select the product that will be quoted.
2. Charge: Additional document charge to add this field.
3. Quantity: Quantity which needs to be quoted.
4. UOM: Unit Of Measurement.
5. Price: This field is for Price of product. it will automatically fetch details according to price list of product.
6. List price: This field is for List price of product.it will automatically fetch details according to price list of product.
7. Unit Price: This field is for unit price of product. it will automatically fetch details according to price list of product.
8. Tax: This field is used to select tax either Interstate or intrastate and we can also change the tax.

Non-Critical Fields

1. Description: Used to describe specifics about a Quotation line or any other note, information, or data, for example.
2. Discount %: If any discount for the product to the specifics customer to be used.
3. Project: If this order is processed against a project user can tag the project for tracking.
4. Campaign: It is used to select the campaign type.
5. Activity: This Field is for Activities according to project. It is a Master data.

Components

BOM picker process option is used to display subassemblies & raw materials in the components tab which will help sales person to show details in the Quotation format.

 

Order Tax

 

Once the document is completed order tax tab automatically update

Payment Schedule

Critical Fields

1.Payment Schedule : To update the schedule details

2.Due Date : Date when the payment is due

3.Discount Date : Once the discount date is exceeded system not consider the discount amount

4.Amount due: Amount of the payment due

5.Discount Amount : To update the discount amount details

Non-Critical Fields

1. Description

2. Discount Amount

Validation

System check total value and payment schedule value

Custom Fields