Entering a Quotation - Del. Terms Card
- Del. Terms
- Paste Special
Delivery Terms setting, Sales Support module
- Default taken from Customer (Sales Del. Terms)
- Specify the Delivery Terms for this Quotation here. You will tend to use this field for international Customers: examples might be Cost, Insurance, Freight or Free On Board.
- Del. Mode
- Paste Special
Delivery Modes setting, Sales Support module
- Default taken from Customer (Sales Del. Mode)
- Enter the mode of shipping used for this Quotation. Examples might be Post or Courier, or might specify the name of the courier that you will eventually use to supply the goods on the Quotation.
- If you have the Currencies, Languages and Advanced Pricing Value Pack, please click here for details about printing the Quotation document using different Forms depending on the Delivery Mode.
- Plan. Del
- Paste Special
Choose date
- The planned shipment date. The format of this field is determined by the Planned Delivery setting. Available options are free text, date, week number or year-week (four characters).
- Order No.
- In the case of a Quotation that you have converted to an Order (using the 'Create Order' function on the Operations menu), the Order Number of that Order will be shown here. If you have created more than one Order, the last Order Number will be shown. Quotations with an Order Number will not be shown in the Quotation Stock report.
- Objects
- Paste Special
Object register, Nominal Ledger
- Default taken from Customer (Sales Objects)
- You can assign up to 20 Objects, separated by commas, to this Quotation. You might define separate Objects to represent different departments, cost centres or product types. This provides a flexible method of analysis that can be used in Nominal Ledger reports.
- In any Nominal Ledger Transactions generated from Invoices eventually raised from this Quotation, any Objects specified here will be assigned to the credit posting to the Sales Account(s), the debit posting to the Cost Account (if cost accounting is being used), and the debit posting to the Debtor Account (if you are using the Objects on Debtor Account option in the Account Usage S/L setting).
- Comment
- Default taken from
Customer
- Record here any comment about this Quotation. Comments in the Order Comment field of the Customer record will be entered here as a default.
Please click
here for details about the Language field added to this card by the Currencies, Languages and Advanced Pricing Value Pack, and
here for details about the Location field added by the Stock Locations Value Pack.
