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 Template | Prints (from Contract Quotation) |
| |
| Header Fields (these print once per Contract Quotation) |
| |
| Address | Name (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 1 | Name |
| Address 2 | First line of the Address |
| Address 3 | Second line of the Address |
| Address 4 | Third line of the Address |
| Address 5 | Fourth line of the Address |
| Address 6 | Fifth 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 Number | Fax from the Contact record for the Customer |
| Customer Number | Customer |
| Customer VAT Reg. Number | VAT Reg. No. from the Contact record for the Customer |
| Description 2 | Major Item |
| Make Contact | Make Contact |
| Number | No. |
| Our Reference | Our 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 Contact | Primary Contact from the Contact record for the Partner |
| Partner Fax | Fax from the Contact record for the Partner |
| Partner Name | Name 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 length | Times |
| Period type | Prints the word “Month” |
| Salesman Name | Name from the Salesman’s Global User or Person record |
| To Pay | Cost |
| To Pay in Text | Prints 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) Reference | Attn. |
| |
| 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 Code | Item |
| Item Code 2 | Item |
| Item Group | Group from the Item record |
| Item Type | Item Type |
| Quantity | Qty |
| Row Sum | Sum |
| Unit | If 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.
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Forms in the Contracts module:
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