Use this form to create a new sales quotation for a customer or a business relation.

Tasks that use this form

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Customer's account number from the form.

If the module is used, this field refers to the customer's business relation account in the form.

Contact person with customer.

Address where the items are to be delivered.

Unique identification number of the sales quotation.

The sales quotation number sequence is set up on the tab of the form.

Type of quotation. Quotation types can be sales, various project types, or service quotations. Quotation template types are also possible. More Help…

Confirmed ship date if it exists. Otherwise, the requested ship date.

Date the sales quotation expires and is no longer valid.

Expiration date can be pre-calculated or manually defined.

Select the type of quotation from the list. Quotation types are set up and maintained in the form.

Currency for use in invoicing the expected sales order.

Mode of delivery according to the means of transport for the current quotation, such as ship, train, or plane.

Site where you want to ship the ordered items from.

The site specified here is automatically transferred from the header to each sales quotation line unless you made the site mandatory for the ordered item in the form > > form.

Warehouse from which you want to take the items.

Displays the time zone of the shipping location.

If multi-site functionality is enabled, the site time zone is displayed. Otherwise, the company time zone is displayed.

Customer requisition number.

Customer's reference.

Name or company name of delivery address.

Enter the street name of the address.

Postal code in the delivery address.

Enter the city.

Specify the region for the delivery (US = county).

Specify the state for the delivery.

Unique identification of the country/region that can be attached to the and .

Employee who received the order.

Language of the current label.

Default code for sales origin, copied from .

Sales team responsible for a common sales target.

Salesperson responsible for the sales order.