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:
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).
The following fields print information taken directly from the Quotation being printed
| Field in Form Template | Prints (from Quotation record) |
| |
| Header Fields (these print once per Quotation) |
| |
| Address | Name (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 1 | Attn. |
| Address 2 | First line of Invoice Address |
| Address 3 | Second line of Invoice Address |
| Address 4 | Third line of Invoice Address |
| Address 5 | Fourth line of Invoice Address |
| Address 6 | Fifth line of Invoice Address |
| Address from the users Contact card | First 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 Name | First line of the Delivery Address |
| Address with Attention | Name, 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 Text | Prints 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 1 | Prints 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 |
| Class | Quotation Class |
| Comment | First line of the Comment |
| Comment 2 | Comment. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Currency | Currency or, if blank, Base Currency 1 |
| Customer Fax Number | Fax from the Quotation or, if blank, from the Contact record for the Customer |
| Customer Name | Name |
| Customer Name, jewellery | Prints 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 Number | Customer |
| Customer Telephone Number | Telephone from the Quotation or, if blank, from the Contact record for the Customer |
| Days to Delivery | Days to Delivery |
| Delivery Address | Delivery 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 Total | Sum 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,BC2 | Sum of ((Qty * Unit Price) - Sum) for each row, converted to Base Currency 2 |
| Document Type | Prints the word "Quotation" |
| Email | Email Address from the Salesman's Person record |
| Fax from the users Contact card | Fax from the Contact record of the Salesman |
| Freight | Freight |
| Interest Rate | Rate from the Interest setting |
| Invoice To Address 1 | Second line of the Delivery Address |
| Invoice To Address 2 | Third line of the Delivery Address |
| Invoice To Address 3 | Fourth line of the Delivery Address |
| Invoice To Address 4 | Fifth line of the Delivery Address |
| Invoice To Address 5 | Sixth line of the Delivery Address |
| Invoice To Name | First line of the Delivery Address |
| Location | Location |
| Mobile from the users Contact card | Mobile from the Contact record of the Salesman |
| Note | Prints 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 |
| Number | No. |
| Official Serial Number | Official No. |
| Our Reference | Our Ref. |
| Payment Terms | The 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 card | Telephone from the Contact record of the Salesman |
| Planned Delivery Date | Plan. Del. |
| Portuguese SAFT Hash Control | Prints 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 Name | Description from the Project record |
| Project Number | Project |
| Quotation Date | Date |
| Quotation Date (Hijri) | Date (Hijri calendar) |
| Reference | Reference |
| Salesman A | Salesman |
| Salesman Name | Name from the Salesman's Global User or Person record |
| Service Order Number | Serv. Ord. No. |
| Sign Email | Email from the Contact record of the Person who created the Quotation record |
| Sign Fax | Fax from the Contact record of the Person who created the Quotation record |
| Sign Mobile | Mobile from the Contact record of the Person who created the Quotation record |
| Sign Name | Name from the Contact record of the Person who created the Quotation record |
| Sign Phone | Telephone from the Contact record of the Person who created the Quotation record |
| Signature | Signature of the Person who created the Quotation record |
| Subtotal in Base Currency 1 | Subtotal, converted to Base Currency 1 |
| Subtotal in Base Currency 2 | Subtotal, converted to Base Currency 2 |
| Subtotal with VAT | Subtotal + VAT |
| Subtotal without discount | Sum of (Qty * Unit Price) for each row |
| Sum | Subtotal |
| Sum Material | Materials |
| Sum Other | Purchases |
| Sum Stocked | Stocked |
| Sum Time | Time |
| Tax Sum | Ext. Tax |
| Text | Text 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 Project | Text 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 Pay | TOTAL |
| 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 Text | Prints 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 Volume | Sum of (Qty * Item Volume from the Item record) for each row |
| Total Weight | Sum of (Qty * Weight from the Item record) for each row |
| Valid Until Date | Valid Until |
| Valid Until Date (Hijri) | Valid Until (Hijri calendar) |
| VAT | VAT |
| VAT Reg. Number | VAT Reg. No. |
| Your (customers) Reference | Attn. |
The following fields print information taken from the record in the Contact register for the Customer:
The following fields print information from the record in the Contact register for the Branch specified in the Quotation (on the
, 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
