This tab contains general information on the quotation. For rules on how to use the fields, see Detail form.

Header

• Quotation (required): Identifier of the quotation, unique in the application.
• Name: Name of the quotation.
• Status: Quotation status.
• Work order: Work order related to the quotation.
• Work order status: Status of the work order related to the quotation.
• WR: WR related to the quotation.

Details

• Customer: customer for which this quotation is created.
• Structure point: Structure point related to the quotation.
• Asset: Asset related to the quotation.
• Quotation officer: Agent responsible for the quotation. Given for information purposes only.
• Issued by: Person who created the quotation. Issued by
• Creation date: Quotation creation date. Completed automatically.
• Valid until: Date beyond which the quotation is no longer valid. Calculated automatically, if the Quotation period of validity is entered in the customer sheet, see Customers [General].

Quotation lines

• P. : Order of invoicing cost types.
• Cost type: Code for the invoicing cost type.
• Code: Code for the element, which depends on the selected invoicing cost type.
• Name: Name of the element.
• Supplier/warehouse: Supplier or warehouse code.
• Tax: VAT rate (e.g. 5.5%, 19.6% or 20.6%).
• Quantity: Quantity for the element.
• Unit: Unit for the element.
• UNIT COST PRICE EXC. VAT: Unit cost price for the element (excluding VAT).
• Margin coeff: Margin coefficient for the element.
• Discount: Discount granted on the element (amount).
• Discount (%): Discount granted on the element (percentage).
• Total sales price exc. VAT: Excl. tax: Total sales price for the element (excluding VAT).

Click on this icon to reset the quotation lines.