Customer account

Customer's account number from the Customersform.

Business account

If the Sales & Marketingmodule is used, this field refers to the customer's business relation account in the Business Relation Details form.

Contact ID

Contact person with customer.

Delivery address

Address where the items are to be delivered.

Quotation

Unique identification number of the sales quotation.

The sales quotation number sequence is set up on the Number sequencestab of the Parametersform.

Quotation type

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

Ship date

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

Expiry date

Date the sales quotation expires and is no longer valid.

Expiration date can be pre-calculated or manually defined.

Type

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

Currency

Currency for use in invoicing the expected sales order.

Delivery date control

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

Site

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 Itemsform > Setup> Default item order settingsform.

Warehouse

Warehouse from which you want to take the items.

Shipping location time zone

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

Customer requisition number.

Customer reference

Customer's reference.

Delivery name

Name or company name of delivery address.

Street name

Enter the street name of the address.

ZIP/postal Code

Postal code in the delivery address.

City

Enter the city.

County

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

State

Specify the state for the delivery.

Country/region

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

Recipient

Employee who received the order.

Language

Language of the current label.

Sales origin

Default code for sales origin, copied from Sales parameters.

Sales unit

Sales team responsible for a common sales target.

Sales responsible

Salesperson responsible for the sales order.