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.

2. campaign:

Zoom condition’s

1.Shipment customer

2.invoice (customer)

3.invoice payment schedule

4 MRP

5.Shipments package plan

Customization