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Position Ref. No | Sales Quote Document field | Data in Business Central | Sales Quote Position |
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1 | Logo | Company Information - Picture | |
2 | Footer - Address | Company Information - Document Footer |
3 | Footer - TEL | Company Information - Phone No. |
| Footer - FAX | Company Information - Fax No. |
4 | TO | Bill-To Customer Name |
| ADDRESS | Bill-To Address |
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| Bill-To Address 2 |
| TEL | Bill-To Phone No |
| FAX | **Confirmed with Trio that the Fax number no need to show on sales quote |
| EMAIL | Bill-To Email |
| ATTN | Bill-To Contact |
5 | DATE | Order Date |
| OUR REF. | Quotation No + Version No. |
| PAGE | Page number and total number of page generate by system when print the document |
6 | RE | Work Description |
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Position Ref. No | Sales Quote Document field | Data in Business Central | Sales Quote Position |
7 | ITEM | Quotation Line - ID |
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| DESCRIPTION | (English Version) - Description |
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| (Chinese Version) - Chinese Description |
| Format handling | *Add field Format with drop down value for user select BOLD / BOLD and UNDERLINE / NORMAL |
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| **default NORMAL |
| Qty | Quantity |
| UNIT | (English Version) - Unit of Measure Code |
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| (Chinese Version) - Look up Unit Of Measure Chinese Description |
| Unit Price | Unit Price Excl. VAT |
| Amount | Line Amount Excl. VAT |
| Text in Amount field handling | Note |
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| user enter note for Free, By Client, TBC, N/A, Cancelled, Include etc |
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| **if NOTE field empty, system show the line amount excl. VAT |
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| **if NOTE field not empty, system show the text in Amount |
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| **user will enter unit price no matter the amount is free, by client, cancelled etc |
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| in this case, user need to enter 100% line discount on the line, otherwise, the amount will include Free, By Client or cancelled item etc |
8 | Sub-Total handling | **Sales Quote Line to indicate sub-total |
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| **select Sub-Total in Standard Text Code |
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| **system calculate the amount in between previous Sub-Total and the sub-total line |
9 | Image handling | **Sales Quote Line to indicate Image by select IMG in Standard (image size show on document 1.5" * 1.5") |
Total Amount Section |
Position Ref. No | Sales Quote Document field | Data in Business Central | Sales Quote Position |
| Total Amount | Subtotal Excl. VAT | |
| 總金額(貨幣) |
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| **Disable if no discount |
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| Less Discount | Inv. Discount Amount Excl. VAT |
| 折扣 |
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| **Disable if no discount |
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| Net Amount | Total Excl. VAT |
| 此單總額(貨幣) |
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Signature Area |
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1 | For & On behalf of | (English) - Hard Code | |
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| (Chinese) - Not include |
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2 | Company Name | (English) - Company Information - Name |
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| (English) - Company Information - Name 2 |
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| (Chinese) - Company Information - Chinese Name |
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| (Chinese) - Company Information - Chinese Name 2 |
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| *Add field Chinese Name and Chinese Name 2 in Company Information |
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3 | Signed by | Agent |