ERP Internals/Data Tables/Quotation/Header

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This table contains one record for each quotation/estimate.

Used by: Quotation/Estimate

Key: Quotation Number

Fields:

  • Quotation Number (a unique identifier assigned by the user)
  • Customer Number (either Customer or Contact Number must be entered but not both)
  • Contact Number
  • Type
  • Date Issued
  • Expiry Date (Calculated for Date Issued and parameter)
  • Date Required
  • Scheduled Follow-up Date
  • Actual Follow-up Date
  • Price List
  • Terms
  • FOB
  • Ship Via
  • Quote Amount (a calculated field that the user cannot change)
  • Freight
  • Currency
  • Sales Representative Number
  • Status (Open/Declined/Accepted)