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Quotations - Header Fields

The fields that you can use when you design the Form Template to be used by the Quotation form are listed on two pages, as follows:
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Header Fields (these print once per Quotation). If you do not want to print the decimal places in numeric fields, choose the Cut Decimals option in the record in the Values in Text setting for the Language specified in the Company Info setting. This will remove the decimals even in fields where you have used the Field Argument to control the rounding.

For brevity, the term "VAT" has been used in the field descriptions: it should be read as including other sales taxes (e.g. sales tax calculated using Tax Templates if you are using the Use Tax Templates for Tax Calculation option in the Transaction Settings setting in Nominal Ledger).

Basic Information

The following fields print information taken directly from the Quotation being printed

Field in Form TemplatePrints (from Quotation record)
Header Fields (these print once per Quotation)
AddressName (if you are using the Organisation name option in the Form Settings setting) and Invoice To Address. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.)
Address 1Attn.
Address 2First line of Invoice Address
Address 3Second line of Invoice Address
Address 4Third line of Invoice Address
Address 5 Fourth line of Invoice Address
Address 6 Fifth line of Invoice Address
Address from the users Contact cardFirst three lines of the Invoice Address from the Contact record of the Salesman. This will be printed on separate lines, so you should specify a Line Height for this field
Address NameFirst line of the Delivery Address
Address with AttentionName, Attn. and Invoice To Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Amount in TextPrints the TOTAL as a phrase. The phrase is constructed using the relevant record in the Values in Text setting for the Language of the Quotation or, if that is blank, the Language in the current user's Person record or in the Company Info setting
Amount in Text, Basecurrency 1Prints the TOTAL converted to Base Currency 1 as a phrase. The phrase is constructed using the relevant record in the Values in Text setting for the Language of the Quotation or, if that is blank, the Language in the current user's Person record or in the Company Info setting
ClassQuotation Class
CommentFirst line of the Comment
Comment 2Comment. This information will be printed on separate lines, so you should specify a Line Height for this field
CurrencyCurrency or, if blank, Base Currency 1
Customer Fax NumberFax from the Quotation or, if blank, from the Contact record for the Customer
Customer NameName
Customer Name, jewelleryPrints Salutation 1 + Salutation 2 + Salutation 3 + ANA Code from the Contact record for the Customer, separated by spaces (these fields are renamed Title, First Name, Last Name and Suffix respectively in the Jewellery interface)
Customer NumberCustomer
Customer Telephone NumberTelephone from the Quotation or, if blank, from the Contact record for the Customer
Days to DeliveryDays to Delivery
Delivery AddressDelivery Address. The first line will only be printed if you are using the Organisation name option in the Form Settings setting. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.)
Delivery Mode (levsatt) Del. Mode
Delivery Mode Text (levsattext) The correct translation for the Language of the Quotation of the Delivery Mode Comment from the Delivery Modes setting, or the Delivery Mode Comment itself
Delivery Term (shipterm) Del. Terms
Delivery Term Text (shiptermtext) The correct translation for the Language of the Quotation of the Delivery Term Comment from the Delivery Terms setting, or the Delivery Term Comment itself
Discount TotalSum of ((Qty * Unit Price) - Sum) for each row
Discount Total,BC1 Sum of ((Qty * Unit Price) - Sum) for each row, converted to Base Currency 1
Discount Total,BC2Sum of ((Qty * Unit Price) - Sum) for each row, converted to Base Currency 2
Document TypePrints the word "Quotation"
EmailEmail Address from the Salesman's Person record
Fax from the users Contact cardFax from the Contact record of the Salesman
FreightFreight
Interest RateRate from the Interest setting
Invoice To Address 1Second line of the Delivery Address
Invoice To Address 2Third line of the Delivery Address
Invoice To Address 3Fourth line of the Delivery Address
Invoice To Address 4Fifth line of the Delivery Address
Invoice To Address 5Sixth line of the Delivery Address
Invoice To NameFirst line of the Delivery Address
LocationLocation
Mobile from the users Contact cardMobile from the Contact record of the Salesman
NotePrints the text of the first Note attached to the Quotation. If you specify a Field Argument, the Note whose Comment is the same as the Field Argument will be printed
NumberNo.
Official Serial Number Official No.
Our ReferenceOur Ref.
Payment TermsThe correct translation for the Language of the Quotation of the Payment Term Text from the Payment Terms setting, or the Payment Term Text itself
Phone from the users Contact cardTelephone from the Contact record of the Salesman
Planned Delivery DatePlan. Del.
Portuguese SAFT Hash ControlPrints a string constructed from characters 1, 11, 21 and 31 of the hash signature of the Quotation, a hyphen and the phrase "Processado por programa certificado nº 2020 /AT Standard ERP"
Project NameDescription from the Project record
Project NumberProject
Quotation DateDate
Quotation Date (Hijri) Date (Hijri calendar)
ReferenceReference
Salesman ASalesman
Salesman NameName from the Salesman's Global User or Person record
Service Order NumberServ. Ord. No.
Sign EmailEmail from the Contact record of the Person who created the Quotation record
Sign FaxFax from the Contact record of the Person who created the Quotation record
Sign MobileMobile from the Contact record of the Person who created the Quotation record
Sign NameName from the Contact record of the Person who created the Quotation record
Sign PhoneTelephone from the Contact record of the Person who created the Quotation record
SignatureSignature of the Person who created the Quotation record
Subtotal in Base Currency 1Subtotal, converted to Base Currency 1
Subtotal in Base Currency 2Subtotal, converted to Base Currency 2
Subtotal with VATSubtotal + VAT
Subtotal without discountSum of (Qty * Unit Price) for each row
SumSubtotal
Sum MaterialMaterials
Sum OtherPurchases
Sum StockedStocked
Sum TimeTime
Tax SumExt. Tax
TextText from the Project record (ten lines from the 'Text' card). This information will be printed on separate lines, so you should specify a Line Height for this field
Textrows from ProjectText from the Project record (three lines from the 'Terms' card). This information will be printed on separate lines, so you should specify a Line Height for this field
To PayTOTAL
To Pay in Base Currency 1 TOTAL, converted to Base Currency 1
To Pay in Base Currency 2 TOTAL, converted to Base Currency 2
To Pay in TextPrints the TOTAL as a phrase. The phrase is constructed using the relevant record in the Values in Text setting for the Language of the Quotation or, if that is blank, the Language in the current user's Person record or in the Company Info setting
Total Discount Sum of (Qty * Unit Price) for each row - Subtotal
Total VolumeSum of (Qty * Item Volume from the Item record) for each row
Total WeightSum of (Qty * Weight from the Item record) for each row
Valid Until DateValid Until
Valid Until Date (Hijri) Valid Until (Hijri calendar)
VATVAT
VAT Reg. NumberVAT Reg. No.
Your (customers) ReferenceAttn.

Customer Information

The following fields print information taken from the record in the Contact register for the Customer:

Field in Form TemplatePrints (from Customer)
Country Code (Customer) ISO Code from the record in the Countries setting for the Country or the Country itself
Customer Registration No. 1Reg. No. 1
Customer Registration No. 2Reg. No. 2
DepartmentDepartment
Email CustomerEmail
MobileMobile
User Date Customer 1The first user defined date field
User Date Customer 2The second user defined date field
User Date Customer 3The third user defined date field
User Text Customer 1The first user defined text field
User Text Customer 2The second user defined text field
User Text Customer 3The third user defined text field
User Text Customer 4The fourth user defined text field
User Text Customer 5The fifth user defined text field
User Value Customer 1 The first user defined value field
User Value Customer 2The second user defined value field
User Value Customer 3The third user defined value field

Customer Bank Information

The following fields print information taken from the record in the Banks setting for the Account Operator specified in the Quotation:

Field in Form TemplatePrints (from Bank)
Account Operator 2 Code
Bank Account 2Account (IBAN)
Bank BIC/SWIFT 2 BIC (SWIFT)
Bank Corresponding Account 2Expense Account
Bank Name 2 Name

Branch Information

The following fields print information from the record in the Contact register for the Branch specified in the Quotation (on the 'Del. Terms' card):

Field in Form TemplatePrints (from Branch)
Branch Account OperatorAccount Operator
Branch AddressName and Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Branch Bank AccountBank Account
Branch Bank Account 2Bank Account 2
Branch EmailEmail
Branch FaxFax
Branch IBANIBAN Code
Branch PhoneTelephone
Branch Primary ContactPrimary Contact
Branch Registration No. 1Reg. No. 1
Branch Registration No. 2Reg. No. 2
Branch WWW AddressWeb Site

Location Information

The following fields print information from the record in the Locations setting for the Location specified in the Quotation (on the 'Del. Terms' card):

Field in Form TemplatePrints (from Location)
Location AddressAddress. This information will be printed on separate lines, so you should specify a Line Height for this field
Location ContactContact
Location EmailEmail
Location FaxFax
Location NameName
Location PhoneTelephone

Reverse Charge VAT Information

When you print a domestic Quotation in which you have used the reverse charge VAT procedure, you must have a reference printed on the document to make it clear that the reverse charge applies and that the Customer is required to account for the VAT. You can do this by including the fields listed below in your Form Template designs. The ability to use the reverse charge VAT procedure in domestic Quotations is only available in Lithuania, Poland and the UK (i.e. it is available when the VAT Law in the Company Info setting is "Lithuanian", "Polish" or "Default").

Field in Form TemplatePrints
Header Fields (these print once per Quotation)
Reverse VAT textIn Lithuania, this field will be printed on a Quotation if every row has a Reverse VAT Code (see step 5 below). It prints the text "Atvirkštinis PVM, PVMĮ 96 str.".
In Poland, this field will be printed on a Quotation if any row has a Reverse VAT Code (see step 5 below). It prints the text "Odwrócony VAT".
In the UK, this field will be printed on a Quotation as follows:
  1. In a Quotation in which every row has a Reverse VAT Code (see step 5 below), it will print the text "Reverse charge: Customer to account to HMRC for the reverse charge output tax".

  2. In a Quotation in which some rows have a Reverse VAT Code, it will print the text "Reverse charge: Customer to account to HMRC for the reverse charge output tax on the VAT exclusive price of items marked reverse charge".
Reverse VAT amountThis field will print the amount in the Reverse VAT field in the Quotation, Order or Invoice i.e. it prints the VAT amount that the Customer should pay to the tax authority.
Row Fields (these print once per row, so remember to specify a Line Height and to set the Format to "Matrix")
Reverse VAT CodeThis field will print the Reverse VAT Code in each row.
Row reverse VAT text In Lithuania and the UK, this field will print the text "Subject to Reverse VAT Charge" for each row that has a Reverse VAT Code, only in Quotations in which not every some row has a Reverse VAT Code.
VAT Code The standard "VAT Code" field will print the Reverse VAT Code (if there is one) or the VAT Code (otherwise)

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