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Quote Header Details

Field	Description
Sales Quote No.	Automatically created or manually entered on saving – controlled by AllowQuoteNumberOverride. Last number used is stored in System Numbers form - QuoteNo
Reference	Entered by the user. Can be used in reports and as a search order to locate existing quotes
Debtor	Selected from the search window. The debtor MUST EXIST. If an incorrect client is selected, simply re-select from the search window by clicking the up arrow in the Debtor field
Order No.	Customer reference number
Invoice Type	Descriptions are editable in Invoicing – InvoiceTypeDescription1 and InvoiceTypeDescription2. AllowInvoiceTypeChange and DefaultInvoice control what displays as the default and if it can be changed. Facilitates different reports printing depending on the type – ribbon Printer Setup –e.g. Ex GST, Inc GST invoice layouts when printing from sales orders – i.e. when the quote is converted to a sales order
Tax Exempt No.	Controlled by UseTaxExemption in Invoicing. Tax exempt details entered in the debtor record will automatically display in this field when this system setting is active (otherwise the field is disabled to data entry. Any entry here will reduce any tax to be charged on the items being ordered to zero
Billing Type	Displays the default attached to DefaultBillType. Ability to change is controlled by AllowBillingTypeChange. Options are: Ship & Bill – goods and invoice are dispatched as available Bill/Complete – goods are dispatched with each snapshot, but the invoice is not raised until the order is completed Ship/Complete – goods and invoice are held back until the order is completed and processed
Initiated Date	Date the quote was created – prompts to the login date. AllowInitDateEdit determines if this field can be changed by the user. InvoicesFromQuotesUseActivateDate determines if this date or the date the sales order is created from the quote is used as the initiated date in the sales order
Sales Division	Displays if BranchInvoicing is ticked. Selected from a search window. Details are setup in the System, Branch Config form
Expected Delivery	Prompts to the login date. Can be edited by the user
Job Number	A job can be selected from the search window displaying records from Job costing but does not get populated into the sales order and is not reflected in any way in the Job Costing system at this stage of product development
Price Scheme	Displays the price scheme attached to the debtor record. Can be changed in the quote. Determines the pricing for the item and quantity being ordered for the selected debtor
Staff Member	DefaultSalesPerson determines if the login user or the default user attached to the debtor record is attached when the quote is created. Can be changed by the user
Back Order Mode	Defaults to the value set in DefaultBOMode. There are two options: Automatic – back orders are filled by Process Back Orders Manual – back orders are filled by manually creating a new snapshot to deliver stock
Order Type	There are four options and system settings determine if two, three or four are displayed for selection. ReserveOrder – allocates stock but cannot be processed until changed to Invoice Order InvoiceOrder – allocated stock and can be processed. Back order records are only created when the form has been processed ForwardOrder – is a selection if AllowForwardOrders is ticked. Does not take stock, does not create back order records, can not be processed. Forward Order Scheduling and Forward Order Processing are utilities that can be used to manage Forward ordering ActiveOrder – allocates stock, back order records are created on saving of the form and the sales order can be processed. Process Back Orders will run stock into an ‘unprocessed’ Active order multiple times – any snapshot. Can only be processed from the sales order screen. Must be changed to an Invoice Order to be processed from the menu by Process Orders
Total Weight	Sum of the inventory lines being quoted that have Weight set up in the inventory record – e.g. 10 quoted, weight = 1.2. Total weight = 12.0
Total Cubic Size	Sum of the inventory lines being quoted that have Cubic set up in the inventory record – e.g. 10 quoted, cubic = 5.0. Total cubic = 50.0

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