Operation-1- Pre-Sales Stage - 3. Sales Quote Document Field Mapping

Sales Quote Header Information
Position Ref. No	Sales Quote Document field	Data in Business Central	Sales Quote Position
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
		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
6	OUR REF.	Quotation No + Version No.
7	PAGE	Page number and total number of page generate by system when print the document
8	RE	Work Description

Sales Quote Line Information
Position Ref. No	Sales Quote Document field	Data in Business Central	Sales Quote Position
7	ITEM	Quotation Line - ID
	DESCRIPTION	(English Version) - Description
		(Chinese Version) - Chinese Description
	Format handling	*Add field Format with drop down value for user select BOLD / BOLD and UNDERLINE / NORMAL
		**default NORMAL
	Qty	Quantity
	UNIT	(English Version) - Unit of Measure Code
		(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
		user enter note for Free, By Client, TBC, N/A, Cancelled, Include etc
		**if NOTE field empty, system show the line amount excl. VAT
		**if NOTE field not empty, system show the text in Amount
		**user will enter unit price no matter the amount is free, by client, cancelled etc
		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
		**select Sub-Total in Standard Text Code
		**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

Page tree