Tabs
Quotation Header
Critical Fields
1) Business Partner: We can select existing/new customer here and this field used to maintain customer who sale the Quotation
2.Partner location: This field is update automatically ,based on business partner selection, and also update location manually
3.Warehouse: Product storage purpose ,Select a warehouse were the final product are stored.
4.Date promised: Estimated delivery date of the product to the customer
5.Price list: Price list will be selected in product master once we select the product price list will display automatically and user also select manually.
6.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked
7.Terms and condition: This field used for our internal terms and condition updating purpose (Payment terms etc)
8.Delivery Terms : To update the Delivery Terms (By Air, By courier,etc)
9.1) After Receipt: It requires the order to be paid for before the shipment will be created.
9.2) Availability: This will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the order or not.
9.3) Complete Line: This will generate shipments whenever stock to fulfil any individual order line is available.
9.4) Complete Order: This will create a shipment when the stock to fulfil the entire order is available.
9.5) 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.
9.6) Manual: This will prevent shipments from being automatically generated.
10) Delivery Via: indicates how the products should be delivered
10.1) Pickup: After Product is ready to ship customer will take the product by their own vehicle.
10..2) Delivery: Delivery done by the vendor itself to the customer.
10.3) Shipper: The Shipper indicates the method of delivering product via ship, aeroplane..etc.
11.Freight Cost Rule :Method for charging flight
11.1 Calculated : We can calculated the freight cost
11.2 Fix price : Fixed the freight cost
11.3 Included in Price : Already included in the product price list
12.Insurance Cost Rule :Method for charging insurance
12.1 Calculated : We can calculate the insurance cost
12.2 Fix price : Fixed the insurance cost
12.3 Included in Price : Already included in the product price list
13.Packing and Forwarding Cost Rule :Method for charging Packing and Forwarding
13.1 Calculated : We can calculate the Packing and Forwarding cost
13.2 Fix price : Fixed the Packing and Forwarding Cost
13.3 included in price :Already included in the product price list
14.Payment Rule:This field used to select the payment type
14.1 Cash: After receiving the invoice, customer pay the invoice amount through cash only
14.2 Check: After receiving the invoice, customer pay the invoice amount through check
14.3 Credit Card:Payment amount pay to vendor to use Credit Card
14.4 Direct Debit:Payment amount pay to direct vendor account number
14.5 Mixed POS Payment
14.6 NEFT
14.7 On Credit
14.8 RTGS: Payment amount pay to RTGS
15.Payment term:The terms of payment(immediate ,30 days,etc)
Critical & onetime 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 the document that you are going to process
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
- campaign:
Zoom condition’s
1.Shipment customer
2.invoice (customer)
3.invoice payment schedule
4 MRP
5.Shipments package plan
Customization
Quotation line
Critical Fields
1.Product : To select the product type is item, you can select the multiple product in this line item
2.Quantity : Quantity which needs to be quoted
3.UOM: The record will populate from product and we can change the UOM manually, if uom conversion for the product.
4.Tax : This field is used to select tax either Interstate or intrastate and we can also change the tax.
5.Charge: additional document charge to add this field
6.Discount: If any discount for the product to the specif customer to be used
Critical & onetime setup fields
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
2. campaign:
Serial number/Lot number (ASI)
In this Field we can set Attribute instance for this product & we not generate serial number in Quotation.
Zoom condition’s
Validation
Order tax
Once the document is complete order tax tab automatically update
Note: This sub tab is used for only viewing purpose
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 discount date is exceed system not consider the discount amount
4.Amount due: Amount of the payment due
5.Discount Amount : To update the discount amount details
Critical & onetime setup fields
Non-Critical Fields
Zoom condition’s
Validation
System check total value and payment schedule value
Custom fields
Critical Fields :
1.Sequence : Method of ordering records (lowest number come first)
2.Custom columns: Additional field used for reporting purpose