Related topics
On this panel you can view project/quotation headers.
Function keys
| Text | View text lines connected to the project/quotation. |
- Project/Quotation
- Quotation
- The identity and the version of the quotation from which the header has been copied. Note: This is only displayed if a quotation has been copied.
- Status
- The code indicates the status of the project/quotation.
- Customer
- Project/Quot type
- Reason
- The reason code indicates why an old version is closed e.g., the quotation has expired and a new quotation (version) has been made. Note: This field is only displayed for quotations.
- Int ref
- The internal reference is used when e.g., linking different projects/quotations to the same main project/quotation.
- Man chg prc
- Indicates if the net sales value has been manually changed.
- Your ref
- The external reference is used when e.g., linking a project/quotation to a customer reference.
- Date
- The registration date of the project/quotation.
- Disp date
- The dispatch date of the project/quotation.
- Exp date
- The expiry date of the quotation. This is only valid for quotations.
- Accept date
- The acceptance date of the project/quotation, i.e. the date the project/quotation is accepted by the customer.
- Salesman
- The salesman of the project.
- Handler
- The handler of the project.
- Invoice cust
- The customer number of the invoice customer for the project/quotation.
- Latest user
- The last user id that maintained the order.
- Del address
- The code refers to the delivery address in the Business partner file for the project/quotation customer.
- Language
- The customer’s language. This determines the language to be used in correspondence with the customer e.g., accounts’ balances and payment reminders.
- End user cust
- The end user customer number.
- Mark-Up perc
- The default mark-up percentage between the estimated cost price and sales price. Note: This is only displayed for quotations.
- Cost centre
- This field is only displayed if Cost centre acc part is activated in the G/L control file. The cost centre handling function is only used for external orders. The code indicates the cost centre that is assigned to the order.
- Currency
- The currency that is used in the project.
- Warehouse
- The warehouse for which the project was created. This is used in the following cases:
- The warehouse is used as default warehouse when new project lines are entered.
- The warehouse is allocated on the sales order line for invoices that refer to the project invoice plan.
- Print prices
- Indicates if the detail prices should be printed.
- Net sales
- The total net sales value, i.e. the price quoted to the customer/prospect.
- Price list
- The default price list used in line maintenance to retrieve the sales price.
- Gross sales
- The total gross sales value of the project or quotation. It contains the total gross sales values of the different project/quotation phases.
Project Net sales value Gross sales value Phase 10 1,000,000 1,050,000 Phase 20 1,000,000 1,075,000 Phase 30 1,500,000 1,600,000 Total 3,500,000 3,725,000
- Hide line
- Indicates if a line should be printed.
- TOP
- The terms of payment for the project.
- Time/Mtrl
- Indicates if a line should be invoiced on time/material base.
- TOD
- The terms of delivery for the project.
- Start date
- The planned start date of the project/quotation.
- MOT
- The manner of transport for the project.
- End date
- The planned end date of the project/quotation.
- Description
- The description of the project/quotation.