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Entering a Contract Quotation - Date Card

This page describes the fields on the 'Date' card of the Contract Quotation record. Please follow the links below for descriptions of the other cards:
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Date
Paste Special    Choose date
The date of the Quotation: the current date according to the computer's clock will be brought in as a default.

Valid Until
Paste Special    Choose date
The last date of validity of this Quotation. This date can be printed on any documentation relating to the Quotation providing you have included the "Valid Until" field in your Form Template design.

Period, Length
Use these options to specify the period to be covered in a single Invoice, should the Quotation be converted to a Contract. This period can be a certain number of days or months: select the appropriate option and enter the number in the Length field. For example, choosing Days and a Length of 30 will result in Invoices being raised every 30 days, while choosing Months and a Length of 6 gives a single Invoice every 6 months.

Times
Enter here the length of the proposed Contract (i.e. the number of Invoice periods). This will be printed on documentation providing you have included the "Period length" field in your Form Template design, but will not be used to calculate the End Date of the Contract.

Our Ref
Use this field if you need to identify the Quotation by means other than the Quotation Number. A default will be taken from the Our Ref field on the 'Sales' card of the Person record of the current user.

Salesman
Paste Special    Person register, System module
Default taken from    Contact record for the Customer
The Salesman responsible for the Quotation should be registered here.
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The Contract Quotation register in Standard ERP:

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