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:
Row Fields will be printed once for each Quotation row, so in each one you should specify a Line Height and to set the Format to "Matrix".
If you need fields in rows of different types (for example, the rows containing the Items, "Header" rows, "Subtotal" rows) to be printed with different Styles and Line Heights, use the 'Row Styles' function on the Operations menu of the Form Template window.
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).
| Field in Form Template | Prints (from Quotation) |
| |
| |
| Amount Rounded | Sum rounded to the nearest whole number |
| Catalog Serialnumber (K-xxxx) | If the first character of the Item Number is "K", prints the No. of the Quotation with "K-" as a prefix. Otherwise, prints the No. |
| Customer Item Code | Cust. Item No. from the Quotation row |
| Depth per unit | Depth from the Quotation row |
| Description 1 | Description |
| Discount | % |
| The number of decimal places will be as shown on screen in the Quotation record, although you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1" |
| Discount Specification | % formatted as a negative percentage. For example, if the % is "5", it will be printed as "-5%" |
| Height per unit | Height from the Quotation row |
| Item Code | Item |
| Item Code 2 | Item |
| Item Price | If the prices in a Quotation include VAT (e.g. it has a Price List that is Inclusive of VAT), this field will print the Unit Price including discount but excluding VAT. If the prices in a Quotation do not include VAT, it will print the Unit Price excluding discount but including VAT. |
| | Usually, the figure will obey the Default for Calculated Values rounding rules set in the Round Off setting. However, you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1" |
| Item Varieties | The portion of the Item Description representing Varieties. For example, if the Item Description is "Shirt, Green, Small", "Green, Small" will be printed. If the Item does not have Varieties, nothing will be printed |
| Item Without Varieties | The basic Item Number, without any portion representing Varieties. For example, if the Item Number is "10126.GRE.SM", "10126" will be printed |
| Price Factor | Price Factor |
| Price in Base Currency 1 | Unit Price in Base Currency 1 (prints blank if zero) |
| Price in Base Currency 2 | Unit Price in Base Currency 2 (prints blank if zero) |
| Price in Base Currency 1, row | Sum in Base Currency 1 (prints blank if zero) |
| Price in Base Currency 2, row | Sum in Base Currency 2 (prints blank if zero) |
| Price including Discount, row | Unit Price less discount (prints blank if zero) |
| Price per Unit (incl. Price Factor) | Unit Price / Price Factor (if there is a Price Factor) or Unit Price (otherwise) |
| Quantity | Qty |
| Quantity 2 | Qty * Unit Coefficient from the Item record, or Qty / Unit Coefficient from the Item record (depends on the Unit 2 Conversion Calculation options in the Stock Settings setting) |
| Row Base | Sum excluding VAT (i.e. prints Sum in Quotations in which prices exclude VAT, or Sum - VAT otherwise). |
| Usually, the number of decimal places will obey the Default for Calculated Values rounding rules set in the Round Off setting. However, you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1" |
| Row Base in Base Currency 1 | Sum excluding VAT (i.e. Sum in Quotations in which prices exclude VAT, or Sum - VAT otherwise), converted to Base Currency 1. |
| Usually, the number of decimal places will obey the Default for Calculated Values rounding rules set in the Round Off setting. However, you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1"The rounding resulting from the Field Argument will occur before the conversion to Base Currency 1 |
| Row Base in Base Currency 2 | Sum excluding VAT (i.e. Sum in Quotations in which prices exclude VAT, or Sum - VAT otherwise), converted to Base Currency 2. |
| Usually, the number of decimal places will obey the Default for Calculated Values rounding rules set in the Round Off setting. However, you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1". The rounding resulting from the Field Argument will occur before the conversion to Base Currency 2/td> |
| Row Number | Row number (only printed if a row has an Item) |
| Row Sum | Sum |
| Row Sum Total | Sum + row extra tax + row VAT (prints blank if the Sum is blank) |
| Row Sum with VAT | Sum + row VAT (prints blank if the Sum is blank) |
| Tax Value, row | Row extra tax (calculated using the Tax % on flip B of the VAT Codes setting) (prints blank if the Sum is blank) |
| Time Class | Time Class |
| Total Row | Sum including VAT (i.e. prints Sum in Quotations in which prices include VAT, or Sum + VAT otherwise). |
| Usually, the number of decimal places will obey the Default for Calculated Values rounding rules set in the Round Off setting. However, although you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1" |
| Unit | If the Item has a Unit, the correct translation for the Language of the Quotation of the Comment from the Units setting, the Comment itself or the Unit Code |
| Unit Code | Unit |
| Unit Price | Unit Price |
| Unit Price excl VAT | Unit Price excluding VAT (i.e. prints Unit Price - VAT in Quotations in which prices include VAT, or Unit Price otherwise). |
| This figure will be rounded to a maximum of three decimal places if, in the Round Off setting, you have set Discount Calculation to "Row Sum". If you have set Discount Calculation to "Unit Price", rounding will obey the Default for Calculated Values rounding rules in the same setting. However, you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1" |
| Unit Price of Unit | Unit Pr.of Unit |
| Unit Quantity | Unit Qty |
| VAT Code | V-Cd |
| VAT % excl., row | VAT rate, with "%" character, only with decimals if necessary |
| VAT Value, row | Row VAT (prints blank if the Sum is blank) |
| VAT Value in Base Currency 1, row | Row VAT in Base Currency 1 (prints blank if zero) |
| VAT Value in Base Currency 2, row | Row VAT in Base Currency 2 (prints blank if zero) |
| VAT %, row | Row VAT rate, from the VAT Code (prints blank if the Sum is blank) |
| Volume, row | Qty * Item Volume from the Item record |
| Weight | Qty * Weight from the Item record |
| Width per unit | Width from the Quotation row |
The following fields print information from the records in the Item register for the Items specified in each Quotation row. In these fields, you should specify a Line Height and set the Format to "Matrix":
Note: use the "Item Code" and "Description 1" fields to print the Number and Description of each Item, taken from the Quotation rows.
The following additional fields will only be printed from "Perception Tax" rows (added to Quotations automatically for Customers with records in the Regional Perception Taxes for Customers setting). You should specify a Line Height and set the Format to "Matrix" in these fields:
The following standard row fields will also be printed from "Perception Tax" rows. You may have included some of these fields in the Form Template as a matter of course, because of the information that they print from "normal" rows. Row fields not listed will not be printed from "Perception Tax" rows.
The following additional field will only be printed from "Subtotal" rows (rows added to Quotations using the
function). You should specify a Line Height and set the Format to "Matrix" in this field:
The following standard row fields will also be printed from "Subtotal" rows. You may have included these fields in the Form Template as a matter of course, because of the information that they print from "normal" rows. Row fields not listed will not be printed from "Subtotal" rows.
