You are here: Sales > Quoting > Defining Quote Form > Debtor

Debtor

Details the current details for the debtor including credit limit, current balance etc. at the time of loading the form.  This Inv Value is the quoted value of the selected snapshot of the quote.

Field Description
Account No Populated from debtor record – cannot be edited
Company Populated from debtor record – cannot be edited
Address Details Populated from debtor record – cannot be edited
Tax Exempt No Populated from debtor record – cannot be edited
Country Populated from debtor record – cannot be edited
Contact Name Select from the search window attached to that field.  Contact names entered in the Debtor record are displayed for selection.  Manual data entry is permitted by the debtor record will not be updated with any changes entered in this field
Credit Limit Populated from debtor record – cannot be edited
Current Balance Current balance outstanding on the debtor account
This Inv Value Value of the current snapshot quote
B.O. Value Not applicable to quotes, only sales orders
Credit Available Available credit including the current quote snapshot value

Copyright © 2012 Jiwa Financials. All rights reserved.