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Contract Quotations

Use the Contract Quotation form when you need to print a Contract Quotation or a range of Quotations.

You can also print an individual Contract Quotation by opening the record and clicking the Printer icon (Windows/Mac OS X) or selecting 'Print' from the File menu (all platforms). To print a Contract Quotation to screen, click the Preview icon (Windows/Mac OS X only).

Quotations
Range Reporting    Numeric
Enter a Contract Quotation Number to print a single Contract Quotation, or a range of Contract Quotation Numbers, separating the first and last number with a colon (:). You must specify a Contract Quotation Number or range of Numbers: if you leave this field empty, no forms will be printed.
You can use the fields listed below when you design the Form Template to be used by the Contract Quotation form. If you do not want to print the decimal places in numeric fields, choose the Cut Decimals option in the record in the Values in Text setting for the Language specified in the Company Info setting.

Field in Form TemplatePrints (from Contract Quotation)
Header Fields (these print once per Contract Quotation)
AddressName (if you are using the Organisation name option in the Form Settings setting) and Address This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.)
Address 1Name
Address 2First line of the Address
Address 3Second line of the Address
Address 4Third line of the Address
Address 5Fourth line of the Address
Address 6Fifth line of the Address
Comment Comments. This information will be printed on separate lines, so you should specify a Line Height for this field
Comment 2 Comments. This information will be printed on separate lines, so you should specify a Line Height for this field
Customer Fax NumberFax from the Contact record for the Customer
Customer NumberCustomer
Customer VAT Reg. Number VAT Reg. No. from the Contact record for the Customer
Description 2Major Item
Make ContactMake Contact
NumberNo.
Our ReferenceOur Ref
Partner Address Name and Invoice Address from the Contact record for the Partner. This information will be printed on separate lines, so you should specify a Line Height for this field
Partner ContactPrimary Contact from the Contact record for the Partner
Partner FaxFax from the Contact record for the Partner
Partner NameName from the Contact record for the Partner from the Contact record for the Partner
Partner Phone Telephone from the Contact record for the Partner
Period lengthTimes
Period typePrints the word “Month”
Salesman NameName from the Salesman’s Global User or Person record
To PayCost
To Pay in TextPrints the Cost as a phrase, constructed using the relevant record in the Values in Text setting for the Language in the current user’s Person record or in the Company Info setting
Transaction Date (transdate) Date
Valid Until Valid Until
Your (customers) ReferenceAttn.
Row Fields (these print once per row, so remember to specify a Line Height and to set the Format to “Matrix”)
Description 1 Description
Item CodeItem
Item Code 2Item
Item GroupGroup from the Item record
Item Type Item Type
QuantityQty
Row SumSum
UnitIf the Item has a Unit, the Comment from the Units setting or the Unit Code

Please refer here for details of the standard fields that you can also include in the Form Template.


Forms in the Contracts module:

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